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Admin - Settings overview

Overview of admin settings in Tacklit

Updated over 2 weeks ago

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.

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