Skip to main content

Admin - Settings overview

Overview of admin settings in Tacklit

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.

Did this answer your question?