First Steps

How to get up and started using Kalix.

11 articles in this collection
Written by Claire

Signing In

Signing into Kalix using an email/password or use a single sign on approach with Google, Facebook or Windows Live.

Written by Claire
Updated over a week ago

System Requirements

Kalix is supported on PCs, Macs, tablets and smart phones using a modern internet browser.

Written by Claire
Updated over a week ago

Signing Up for a Free 1 Month Trial

Creating a 1 month free Kalix trial account only takes a few seconds with no credit card required.

Written by Claire
Updated over a week ago

Subscriptions & Payments

Subscribing to Kalix is quick and easy. Subscribe online using our PCI-DSS compliant payment gateway.

Written by Claire
Updated over a week ago

Importing Data into Kalix

We offer free data import into Kalix from another system

Written by Claire
Updated over a week ago

Setting-up Your Account

Entering Your Practice's Details (US only)

Setting up your My Details Page & Account Details

Written by Claire
Updated over a week ago

Account Set-up for Billing

An outline of setting up your Kalix account for insurance billing.

Written by Claire
Updated over a week ago

Setting-up the Appointment Calendar

How to Set-up your Kalix Appointment Calendar

Written by Claire
Updated over a week ago

Enabling & Setting-up Messaging

How to enable Kalix's messaging feature (appointment and billing reminders, online forms, sharing bills, faxing and ad hoc messaging).

Written by Claire
Updated over a week ago

Kalix's Template Library & Template Customization (with video)

How to add templates to your account and perform basic customization.

Written by Claire
Updated over a week ago

Setting-up Your Virtual Appointment (Telehealth)

How to set-up your Kalix account to run virtual (telehealth) meetings

Written by Claire
Updated over a week ago