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 |
| , | Tasks | Your team's to-do list |
| Scheduling | Calendar | Your appointment diary |
| Scheduling | Today's Queue | Live view of today's appointments |
| Scheduling | Booking Requests | Online bookings waiting for your approval |
| Scheduling | Waitlist | Patients waiting for available slots |
| Scheduling | Shifts & Time Off | Staff shifts, one-off extra days, time off and private time (managers and above) |
| Patients | Patients | Search and manage all patients |
| Patients | Leads | Track potential patients through your pipeline (managers, reception and above) |
| Patients | Prescriptions | View and create prescriptions |
| Sales | Transactions | Invoices, sales, payments and expenses |
| Sales | Memberships | Patient memberships and their account balances |
| Sales | Gift Vouchers | Sell gift vouchers and see every card's balance |
| Sales | Inventory ▾ | Products, Categories, Suppliers |
| Marketing | Overview, Email Campaigns, SMS Campaigns, Automations | Your marketing tools, each a plain link |
| , | Reports | Analytics and reporting |
| , | Settings | All your clinic configuration (at the bottom) |
Help & Support is the question-mark button at the top of the screen. It opens the help hub in a new tab.
Note on optional features: Booking Requests, Waitlist, Tasks, Leads, 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.
Settings opens on your own Profile, and its pages are grouped:
- Your Account: Profile, Notifications, Calendar Sync
- Clinic: Clinic Details, Clinic Locations, Team (your staff, seats and prescriber flags), Features (turn optional modules on/off)
- Services & Resources: Services & Pricing, Service Categories, Rooms, Equipment
- Patient Experience: Online Booking, Consents & Aftercare, Note Templates, Communications
- Payments: Payment Processing, Text messages, Gift Vouchers, Memberships
- Integrations: Financial (QuickBooks or Xero), Leads, Marketing (Mailchimp), Email Domain
- Compliance: Policies & Procedures, Batch Traceability, Audit Log, Legal & Compliance
- CallidusOS: Subscription & Billing, Data migration, Book a demo, Referrals
Still need a hand?
Ask Calia inside the app, or talk to our UK team by live chat, email or phone.