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First Steps
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 & Basic Template Customization
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