Getting Started
See our top tips and FAQ's when first joining Tacklit
- How does my client experience onboarding?
- 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?