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Appointments & Online Scheduling
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