Appointments & Online Scheduling

Appointments, availability, online scheduling and more.

14 articles in this collection
Written by Claire and Mariel Morales

Appointments Tour

Appointment Calendar

An Overview of Kalix's Appointment Calendar

Written by Claire
Updated over a week ago

Appointment Types

How to set-up and edit your appointment types; including assigning set durations and associating them with specific billing items.

Written by Claire
Updated over a week ago

New/Edit Appointment Screen

An overview of the New/Edit Appointment Screen.

Written by Claire
Updated over a week ago

Appointment Details Page

An overview of the Appointment Details page.

Written by Claire
Updated over a week ago

Appointment Reporting

This article explains how to use the appointment reporting feature.

Written by Mariel Morales
Updated over a week ago

Location & Clinician Availability

How to set up your practice's availability for online scheduling.

Written by Claire
Updated over a week ago

Online Scheduling

Setting Up Your Online Scheduler

How to set-up your Kalix account so that you can accept online appointments via your practice's website.

Written by Claire
Updated over a week ago

Approving Tentative Appointments

How to approve tentative appointments created by your clients using Kalix's online scheduling widget embedded into your practice's website.

Written by Claire
Updated over a week ago

Online Scheduling Settings

A detailed overview of the Online Scheduling Settings page.

Written by Claire
Updated over a week ago

Embedding Your Online Scheduling Widget

How to embed the Kalix's online scheduling widget onto your practice's website.

Written by Claire
Updated over a week ago

Appointment Management

Appointment Status

Track clients' attendance using the appointment status - confirmed, attended, canceled, late cancel, rescheduled, and no show

Written by Claire
Updated over a week ago

Recording Actual Duration (Time Tracker)

Written by Claire
Updated over a week ago

Miscellaneous

Tasks

Plan, manage and assign admin tasks. Tasks can be linked to clients, contacts, appointments, documents, referrals, and bills.

Written by Mariel Morales
Updated over a week ago

Appointment Calendar Syncing

How to sync your Kalix calendar with other online calendars including Google, Mac and Outlook calendars (one way sync only).

Written by Claire
Updated over a week ago