Kalix EMR and Practice Management Software

Kalix Online Scheduling feature allows you to add a widget to your practice's website and accept bookings 24/7. All bookings will sync with your Kalix appointment calendar, client files, billing, and automated appointment messages. Kalix's online scheduling is supported on PCs, Macs, tablets, and smartphones.&nbsp;

This document will go through the process of embedding the widget onto your website. For step-by-step instructions about setting up the scheduling widget, please <a href="https://help.kalixhealth.com/appointments/online-scheduling/setting-up-your-online-scheduler" rel="nofollow noopener noreferrer" target="_blank">click here</a>.

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<a href="#embedding-the-online-scheduling-widget">Embedding the Online Scheduling Widget</a>

<a href="#h_aa6eb17997">Advanced Options</a>

<a href="#adding-the-widget-to-example-websites">Adding the Widget to Example Websites</a>

- <a href="#embedding-the-online-scheduling-widget">Embedding the Online Scheduling Widget</a>
- <a href="#h_6697c0bb70">Direct Link</a>
- <a href="#h_aa6eb17997">Advanced Options</a>
- <a href="#adding-the-widget-to-example-websites">Adding the Widget to Example Websites</a>

Embedding the Online Scheduling Widget

1) Navigate to the Online Scheduling page under the Appointments tab, and choose the <a href="https://testapp.kalixhealth.com/appointments/online" rel="nofollow noopener noreferrer" target="_blank">Preview</a> section as shown below:

2) There will be a rectangle containing code. Copy this code to your clipboard by pressing the copy icon.

3) Paste the code to your website, and add it to the page and location where you wish the scheduler to appear. You may want to create a new Appointments page.

Kalix also provides the option to generated a URL or web address for your scheduler. This is useful if you do not have a practice website. The direct link can be shared with clients for online scheduling.

Links for specific appointment types, locations and clinicians can be generated using Advanced options (see below for details). 

You are also able to create specific codes or links for a particular appointment types, locations and clinicians by enabling the Show Advanced feature and applying the filters.

An example of the process of adding the widget to a <a href="http://www.wix.com/" rel="nofollow noopener noreferrer" target="_blank">Wix website</a> is shown below:

Click Add on the left side of the Editor.

A gray rectangle that will become your scheduler will appear. Drag out this rectangle to fit the size you would like the widget to be.&nbsp;

Select the Enter Code/Enter Web Address button at the top of this rectangle.

The HTM settings pop-up window will appear.&nbsp;

Make sure you have code selected as the option you want to add.

Paste the code for Kalix into the Add your code field.

1. Click Add on the left side of the Editor.
2. Click More.
3. Click HTML iframe.
4. Click Enter Code.
5. A gray rectangle that will become your scheduler will appear. Drag out this rectangle to fit the size you would like the widget to be.&nbsp;
6. Select the Enter Code/Enter Web Address button at the top of this rectangle.
7. The HTM settings pop-up window will appear.&nbsp;
8. Make sure you have code selected as the option you want to add.
9. Paste the code for Kalix into the Add your code field.
10. Click apply.

In the WordPress editor, either edit an existing website page or create a new page for your scheduler.&nbsp;

In the page's text editor, choose to view Text and paste the code from Kalix.&nbsp;

To view a preview of the widget, click the Preview Changes button.&nbsp;

When you are ready to publish, click Update.&nbsp;

1. In the WordPress editor, either edit an existing website page or create a new page for your scheduler.&nbsp;
2. In the page's text editor, choose to view Text and paste the code from Kalix.&nbsp;
3. To view a preview of the widget, click the Preview Changes button.&nbsp;
4. When you are ready to publish, click Update.&nbsp;

An example of the process of adding the widget to a <a href="https://wordpress.com" rel="nofollow noopener noreferrer" target="_blank">WordPress site</a> is shown below:

Within the Weebly website editor, under Build, click on Embed Code.&nbsp;

Drag and drop the element on your web page where you would like the widget to appear.&nbsp;

Click inside the Embed Code element and select Edit Custom HTML.

1. Within the Weebly website editor, under Build, click on Embed Code.&nbsp;
2. Drag and drop the element on your web page where you would like the widget to appear.&nbsp;
3. Click inside the Embed Code element and select Edit Custom HTML.
4. &nbsp;Paste the code.&nbsp;

Within the Go Daddy Website builder, select Pages and Sections.&nbsp;

Select the page to which you would like to add the scheduler or use the Add Page button to create a new page.

Click on the Add Section button on your selected page and select HTML.&nbsp;

Within the custom code field, paste the code from Kalix.

1. Within the Go Daddy Website builder, select Pages and Sections.&nbsp;
2. Select the page to which you would like to add the scheduler or use the Add Page button to create a new page.
3. Click on the Add Section button on your selected page and select HTML.&nbsp;
4. Click on the Add button.
5. Within the custom code field, paste the code from Kalix.

Contents of this Article

Embedding the Online Scheduling Widget

Direct Link

Advanced Options

Adding the Widget to Example Websites

Wix

WordPress

Weebly

GoDaddy