VIV-Z
Client portalSign InGet Started
Getting Started

Set up VIV-Z in 7 steps

From a fresh install to taking client bookings — this guide walks you through every step. Most users are live within 15 minutes.

Start Installation →Full Documentation
1

Install VIV-Z from your web builder's marketplace

Open your web builder account and navigate to the Marketplace. Search for 'VIV-Z' and click Install. You will be prompted to authorize the OAuth connection.

Tip: VIV-Z only requests the permissions it needs: read/write contacts, triggers, and custom fields. No billing or account-level access is requested.
Go to install page →
2

Complete the setup wizard

After OAuth authorization, you will be redirected to the VIV-Z setup wizard. Enter your business name, timezone, and default session length to get started.

Tip: You can change all of these settings later from the Settings page in your dashboard.
3

Connect your Stripe account

Navigate to Settings → Payments and click 'Connect Stripe'. You will be redirected to Stripe to authorize the connection. This is required to sell packages and subscriptions.

Tip: If you don't have a Stripe account yet, you can create one for free at stripe.com. VIV-Z uses Stripe Connect so payments go directly to your bank account.
4

Set your availability

Go to Calendar → Availability and set the days and hours when you are available for bookings. Clients will only see open slots during these windows.

Tip: You can also block specific dates or times (holidays, vacations) from the Calendar → Block Times view.
5

Create your first package or subscription

Go to Packages or Subscriptions and create your first offer. A package is a fixed bundle of sessions (e.g. '10 sessions for £200'). A subscription is a recurring monthly plan.

Tip: You can create multiple packages at different price points. Clients choose which one to purchase from the client portal.
6

Invite your first client

Go to Clients and click 'Invite Client'. Enter their name and email address. They will receive an email with a link to the client portal where they can sign up, purchase a package, and book their first session.

Tip: Clients can also find your portal directly at your VIV-Z portal URL. You can share this link on your website, in GHL emails, or on social media.
7

(Optional) Set up GHL workflow triggers

In your web builder, create a workflow that listens for VIV-Z custom webhook events (e.g. booking_created, session_completed). Use these triggers to send follow-up messages, apply tags, or enroll clients in nurture sequences.

Tip: The available trigger events are documented in the Docs page. You can combine multiple triggers to build powerful automated follow-up sequences.
Read the full docs →

What's next?

📖
Full Documentation
Deep dive into every feature
❓
Support
Can't find what you need?
📅
Go to Dashboard
Start managing your sessions