Kalix allows you to create multiple organizations or Kalix accounts. You can choose to make a new organization for each of your practice locations or places of work. Use just one log in to access all organizations. Easily move between organizations using the Switch tab.
Create a New Organization
1 ) Select settings (your organization name) on the top header and then Organization Details. Select the section New Organization.
2 ) Enter a name for your organization into the Organization Name field
3 ) Choose whether you would like this new organization to be a 'child' of the current account. A child account shares the same doc templates, custom terms, billing items, billing templates and appointment types as the parent organization (your current account).
Note: the child account's Kalix subscription cost is paid by the parent account.
If you would like the new account to be independent of the current account, make sure Create as child organization is not selected.
3 ) Select whether you would like to 'copy' users to your new organization from your current organization (or account).
Switching Between Organizations (Accounts)
To switch between organizations (or accounts), select settings (your organization name) on the top header and then Switch. Click on the name of the Organization you wish to open.