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Navigating Tacklit

How to navigate the Tacklit interface

Updated over 2 weeks ago

Tacklit is organised around a left-hand sidebar navigation that gives you quick access to the key areas of the platform.

Left Sidebar

The sidebar is your main navigation hub. Depending on your role, you will see sections including your Calendar, Clients, Team, Forms, Groups, Invoicing, and Reports. Click any section to jump straight to that area.

Control Panel

The Control Panel is where Superusers and Admins manage practice-level settings. This includes practice information, appointment types, integrations, email templates, roles and permissions, and more. Access it from the bottom of the left sidebar.

Workspace

Your main workspace is the central area of the screen. It updates based on the section you have selected β€” showing your calendar view, client list, invoice table, or whichever area you are working in.

Search

Use the search function to quickly find clients, appointments, or other records. Search is accessible from the top of the interface and supports searching by client name, email, or other identifying details.

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