Service Management
Features that support setting up and managing your service or organisation
13 articles
- How to Set Up Locations for Appointment Types
- Location Instructions: Email v's SMSHow to set up separate email and SMS location instructions for your practice locations, including SMS segment guidance.
- Managing appointment types: edit, duplicate, delete, and draftYou can now edit, duplicate, delete, and toggle draft/active status on appointment types directly from the appointment type list — making it easier to keep your list clean and current.
- What is Full Profile and Record Only?Tacklit offers two types of client profile access levels: Full Profile allows clients to register and sign in to view and edit information regarding their care including appointments, referrals, submit…
- Care Management Control PanelThis section of the Control Panel allows users to set up their care management system. This includes features such as Care Pathways, Packages, Activity Types, and Custom Data Fields, which…
- How to setup Medicare in your serviceTacklit allows services and practitioners to submit an online claim with Medicare or DVA directly. To make a claim, the invoice needs to be marked Confirmed Paid and the appointment…
- How to use 'Request to book'How to use 'Request to book' Services can set up two types of online booking options for their clients; - Book Now - Request to Book In this video, I
- Setting up practitioner availabilityHow to configure practitioner availability for bookings
- Setting up appointment typesHow to create and manage service groups
- Setting up time slotsHow to configure time slots for bookings
- Setting up a practiceHow to set up a new practice in Tacklit
- New: Task Management in TacklitCreate, assign, and track tasks against clients or groups directly within Tacklit. Templates, priority levels, categories, and a full audit trail included.
- Task Manager: How it works and what you can doA guide to Tacklit's Task Manager — what it is, who can use it, task statuses, categories, templates, automation rules, and common use cases.