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Getting Started

See our top tips and FAQ's when first joining Tacklit

  • Troubleshooting made faster
  • What are profile tags?
  • What are the different client types I can add to Tacklit?
  • What is Full Profile and Record Only?
  • What is a client portal?
  • What notifications does my client receive? How do I setup notification settings?
  • How do I setup 2FA? And how do users log in using multi factor authentication?
  • Where is the link to the service referral form?
  • How do I change a client's communication preference?
  • Online booking link and booking flow
  • How to customise and search my client list view
  • Calendar tips and setup
  • How do I send forms or assessments to clients?
  • How do I set up my working schedule?
  • How do I set up my Medicare Provider number?
  • How do I set up integrations, like calendar or stripe?
  • What code do I enter when logging in to Tacklit?

Categories

  • Getting Started
  • Updates
  • Guides
  • All things Calendar
  • Client Management
  • Communications
  • Templates
  • Control Panel
  • Custom Data Fields
  • Groups
  • Finances
  • Claiming
  • Managing Teams
  • Analytics
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