The Control Panel is where Superusers and Admins manage the configuration of their Tacklit practice. Below is an overview of each settings section available.
Settings Sections
Practice Information — Your practice name, contact details, ABN/registration, logo, and location setup.
System Connections — Manage integrations with external systems such as Stripe, Xero, QuickBooks, calendar sync, and more.
Notification Settings — Configure how and when notifications are sent to staff and clients.
Client Data Fields — Create and manage the structured data fields used across client records, forms, and notes.
Staff Data Fields — Define custom data fields for staff profiles and records.
General Settings — Practice-wide defaults and general configuration options.
Packages — Set up service packages that bundle multiple sessions or services together.
Profile Management — Merge duplicate client profiles or delete erroneous profiles to keep your client database clean.
Telehealth Settings — Configure your telehealth setup and video session preferences.
Email Settings — Manage email delivery configuration for your practice communications.
Email Templates — Customise the content of automated emails such as booking confirmations, reminders, and cancellation notices.
Custom Labels — Create custom labels to categorise and organise records within your practice.
Roles & Permissions — Define custom roles and configure what each role can access and do within the platform.
Calendar Settings — Set up appointment types, configure rooms, and define cancellation and rescheduling rules for client self-service.
