How it works

How to operate your business in fichero.io

Short tours through every part of Fichero: from initial setup to clients, agenda, inventory, payments, reports, and the AI assistant.

01 01 / 06

Getting started

Set up your workspace for your first operating week.

  • Configure organization, timezone, and base currency
  • Define team roles and send invitations
  • Build your initial catalog of services and products
  • Import or create your first client files
02 02 / 06

Clients

Everything about each person in a single file.

  • Contact details, internal notes, and tags
  • Photos and attachments tied to each visit
  • Balance, outstanding debt, and credit visible on the file
  • Full history of visits, services, and payments
03 03 / 06

Agenda & visits

Plan, run, and track every visit from start to finish.

  • Visits with a fixed date or kept on a "no date" waitlist
  • Statuses: draft, scheduled, completed, or canceled
  • Recurring visits and quick duplication
  • Two-way sync with Google Calendar
04 04 / 06

Services, products & inventory

Catalog and stock connected to every visit.

  • Tell services (time) apart from products (stock)
  • Stock movements for purchases, sales, and adjustments
  • Automatic low-stock alerts
  • Prices and discounts per service or product
05 05 / 06

Payments & reports

Charge at the visit and read how the business is doing.

  • Full or partial payments by cash, card, or transfer
  • Client balance updated automatically when you close the visit
  • Monthly revenue split between services and products
  • New vs. returning clients and trends across periods
06 06 / 06

Team, AI & data

Bring in your team, connect integrations, and keep your data under control.

  • Operations, sales, and admin roles with per-area permissions
  • AI assistant via MCP to query agenda and metrics in plain language
  • Export your full organization in a standard format any time
  • Trash with a recovery window for deleted clients and visits

Still have questions?

Guides to set up your workspace, run daily operations, and read how the business is doing.

Email us Get started — it's free