Overview
Navigation, Where Everything Lives
A map of the sidebar and where every feature lives, so you can always find your way around.
The sidebar on the left is your main menu. Here's a quick map:
| Section | Item | What it's for |
|---|---|---|
| , | Dashboard | Your home base, today's snapshot |
| , | Calia Copilot (coming soon) | Preview of the upcoming premium AI tier |
| Scheduling | Calendar | Your appointment diary |
| Scheduling | Booking Requests | Online bookings waiting for your approval |
| Scheduling | Today's Queue | Live view of today's appointments |
| Scheduling | Waitlist | Patients waiting for available slots |
| Patients | Patient List | Search and manage all patients |
| Patients | Prescriptions | View and create prescriptions |
| Patients | Tasks | Your team's to-do list |
| Business | Invoices | Billing, payments, and expenses |
| Business | Leads CRM | Track potential patients through your pipeline |
| Business | Inventory ▾ | Products, Categories, Suppliers, Gift Vouchers, Equipment, Rooms |
| Business | Staff Shifts | Weekly shift planning (shown once you have 2+ active staff) |
| Business | Marketing ▾ | Campaigns, Analytics, Audiences, Automations (coming soon) |
| Insights | Reports | Analytics and reporting (coming soon) |
| , | Help & Support | Get help, live chat, contact info, and links to support |
| , | Settings ▾ | All your clinic configuration (at the bottom) |
Note on optional features: Booking Requests, Waitlist, Tasks, Leads CRM, and Inventory are optional modules an admin can switch off in Settings → Features. If one is switched off, its menu item disappears for everyone in the clinic (the data is kept). Booking Requests is also hidden automatically if your clinic auto-confirms every online booking. So if a colleague can't see one of these, it may simply be turned off rather than a permission issue. Staff Shifts only appears once a clinic has two or more active staff, solo clinics manage availability from Practitioner Hours instead.
Settings sub-pages: Profile, Clinic Details, Notifications, Book a demo, Data migration, Referrals, Clinic Locations, Services & Pricing, Categories, Users (your staff, formerly "Practitioners"), Prescribers, Features (turn optional modules on/off), Online Booking, Consent Forms, Communications, Payment Processing, Text messages, Subscription & Billing, Integrations (Financial / Calendar / Leads), Email Domain, Audit Log (admin/owner only), Legal & Compliance (admin/owner only, read-only legal information).
Still need a hand?
Ask Calia inside the app, or talk to our UK team by live chat, email or phone.