Tizz User Guide

Welcome to Tizz! This guide will help you get started with calendar synchronization and time tracking.

Part 1: Getting Started

Creating Your Account

1. Visit the Tizz registration page
2. Choose your account type:
   • Organization - For teams and businesses (requires organization name and URL slug)
   • Individual - For freelancers and solo users
3. Fill in your details:
   • First and last name
   • Email address
   • Password (minimum 12 characters recommended)
   • Timezone
4. Accept the Terms of Service and agree to email contact
5. Click Register to create your account

Logging In

1. Go to the Tizz login page
2. Enter your email and password
3. Click Login
4. If you've forgotten your password, click Forgot Password to receive a reset link

First-Time Setup Checklist

After logging in for the first time, complete these steps:

Part 2: Connecting Your Calendar

Microsoft Outlook (Microsoft 365)

1. Navigate to Tools → Sync Calendar to Timesheet
2. Click Connect to Microsoft
3. Sign in with your Microsoft 365 work account
4. Grant the requested permissions:
   • Read your calendars
   • Maintain access to data
   • Sign in and read your profile
5. You'll be redirected back to Tizz

Note: Your organization administrator must have granted admin consent first. If you see an error about needing admin approval, contact your IT department.

Google Calendar (Google Workspace)

1. Navigate to Tools → Sync Calendar to Timesheet
2. Click Connect to Google
3. Sign in with your Google Workspace account
4. Grant the requested permissions
5. You'll be redirected back to Tizz

Note: Your organization administrator must have configured domain-wide delegation first.

Part 3: Calendar Views

Standard Calendar Mode

The Standard Calendar Mode provides a weekly view of your connected calendar events with rule-based time categorization.

Accessing the Calendar

1. Navigate to Admin → Sync
2. Click on Calendar in the menu

Understanding the Interface

Left Sidebar:

• Calendar Selection - Check/uncheck calendars to show or hide events
• Mini Calendar - Click any date to view that week
• Week List - Shows all weeks of the year (Week 1-52/53)

Main Calendar View:

• Toolbar - Month/year display, date range, Today button, week navigation
• Time Grid - Shows hours from 12 AM to 11 PM with 15-minute precision
• All-Day Events - Located at the top of the calendar grid

Navigation Methods

Advanced Calendar Mode

Advanced Calendar Mode adds AI-powered event association to help you automatically categorize calendar events.

Accessing Advanced Calendar Mode

1. Navigate to Admin → Sync → Outlook to Tizz
2. Click Advanced View of Calendar button in the header

Note: Requires Access Level 3 or higher and a Premium subscription.

Understanding Event Colors

Working with AI Associations

To accept an AI suggestion:

1. Click on any event
2. Review the AI suggestion (shown with purple badge and confidence percentage)
3. Click Save to accept

To modify a suggestion:

1. Click on the event
2. Change the Project or Task dropdown
3. Adjust Billable setting if needed
4. Click Save

To delete an AI association:

1. Click on the event
2. Scroll to the bottom of the event details panel
3. Click Delete Association
4. Confirm the deletion

Filtering Your View

Use the toggle switches at the top:

• Include AI - Show/hide AI-associated events
• Include Rules - Show/hide rule-matched events

Part 4: Creating Sync Rules

Sync rules automatically categorize your calendar events into projects and tasks.

Creating Your First Rule

1. Navigate to Tools → Sync Rules
2. Click Add Rule
3. Configure the rule:

Project & Task:

• Select the Zoho project for time logging
• Select a task within that project
• Or choose (Do Not Log Hours) to skip certain events

Conditions:

• Leave empty for a default/catch-all rule
• Add conditions to match specific events

Available Condition Types

Example Rules

Client Work:

• Project: "Client ABC"
• Task: "Consulting"
• Condition: Attendee contains "client@abc.com"

Do Not Log Personal Time:

• Project: (Do Not Log Hours)
• Condition: Title contains "lunch" OR Title contains "Personal"

Team Meetings:

• Project: "Internal Operations"
• Task: "Team Sync"
• Condition: Attendee contains "@yourcompany.com"

Premium Features

Billable Flag:

• Check "Billable" to mark time entries for client invoicing

Time Rounding:

• None (exact time)
• Round to nearest 15/30 minutes or hour
• Round up to 15/30 minutes or hour

Part 5: Running a Calendar Sync

Basic Sync Process

1. Navigate to Tools → Sync Calendar to Timesheet
2. Select your calendar source (Microsoft Outlook, Google Calendar)
3. Configure sync settings:
   • Date Range - Days to sync
   • Calendars - Which calendars to include
   • Include Future Events - Sync upcoming appointments
   • Force Sync - Re-sync previously synced events
4. Click Validate to preview (no changes made)
5. Review the results table
6. Click Sync to log the time

Understanding Results

Common Issues

Part 6: Simulation Panel

The Simulation Panel previews how your calendar events will be logged before you submit.

Opening the Panel

1. Navigate to the Calendar section
2. Select a week from the mini calendar
3. Click Show Simulation button (📊 icon)

Understanding the Display

Columns:

• Project / Task
• Daily breakdown (one column per day)
• Weekly total

Color Coding:

• Green highlighted rows = Billable time entries (Premium)
• Standard rows = Non-billable entries

Using the Simulation

1. Select a week from the mini calendar
2. Open the Simulation Panel
3. Review the breakdown
4. Verify projects, tasks, and totals
5. Make adjustments if needed before submitting

Part 7: Managing Your Subscription

Viewing Your Plan

1. Go to Account Settings
2. Click Subscription & Billing
3. View your plan type, package level, billing cycle, and next billing date

Upgrading or Downgrading

1. Go to Subscription & Billing
2. Click Change Plan
3. Select your desired package
4. Review pricing changes
5. Click Confirm

Note: Upgrades take effect immediately. Downgrades apply at the next billing cycle.

Updating Payment

1. Navigate to Subscription & Billing
2. Click Payment Methods
3. Select Add New Card or Update Card
4. Enter payment information and save

Canceling

1. Go to Subscription & Billing
2. Click Cancel Subscription
3. Confirm cancellation
4. Access continues until the end of your billing period

Part 8: Tips & Best Practices

Efficient Calendar Navigation

• Use the Today button frequently to return to current week
• Use the mini calendar for quick jumps to specific dates
• Your calendar selections are saved automatically

Rule Management

• Start with 3-5 basic rules covering your most common events
• Test rules with a sample event before relying on them
• Review and update rules quarterly

Time Tracking Success

• Sync your calendar at the end of each day or week
• Use descriptive event titles for better AI matching
• Always validate before syncing to catch errors

Advanced Calendar Mode Tips

• Review AI suggestions regularly—corrections improve accuracy over time
• Use custom log names for recurring activities that aren't specific tasks
• Set up rules for patterns, let AI handle one-off events

Part 9: Troubleshooting

Calendar Issues

Sync Issues

Payment Issues

Getting Help

For support requests, email: support@tizz.app

Before contacting support:

1. Check the error message for guidance
2. Review your sync rules configuration
3. Verify your calendar integrations are active