1

Everything in Volition hangs off the bar on the left. Collapsed, it’s an icon strip — hover over it for a moment and it expands with labels.

Everything in Volition hangs off the bar on the left. Collap
2

Step 2
3

Prefer it always open? Click the pin in the expanded header — it stays put until you unpin it.

Prefer it always open? Click the pin in the expanded header
4

The main tabs cover your day — dashboard, patients, appointments, contacts, invoices, and inventory. Below them, the bell is your alerts inbox with a badge for anything waiting, and Communications holds every email your organisation has sent.

The main tabs cover your day — dashboard, patients, appointm
5

The magnifier — or control K from anywhere — opens search across patients, referrers, inventory, invoices, and pages.

The magnifier — or control K from anywhere — opens search ac
6

Step 6
7

The Tasks button at the bottom opens your task list, and its plus quick adds a to do from any page.

The Tasks button at the bottom opens your task list, and its
8

Found a bug or want a feature? Feedback sends it straight to the team, with drafts saved as you type.

Found a bug or want a feature? Feedback sends it straight to
9

And the Help item is context aware — Help with this page opens the help centre article for wherever you’re standing, just like the one you’re reading now.

And the Help item is context aware — Help with this page ope
10

Your account and logout live at the very bottom. That’s the whole shell — everything else is two clicks away.

Your account and logout live at the very bottom. That's the
Learn one shortcut

If you remember nothing else: Ctrl+K (⌘K on Mac). It finds patients, invoices, products, referrers, and pages — and includes quick actions like New Patient. Use p:, inv:, i:, or r: prefixes to jump a category.

Deeper dives

Each area the bar links to has its own guide — see Work Your Alerts Inbox, Create and Assign Tasks, and Customise Your Dashboard.