Training Content

  • 1

    Hello

    • Welcome to Tacklit

    • Getting help and support
  • 2

    Updating Your Profile

    • How to update your profile

    • Setting your working hours

    • Setting up your profile
  • 3

    Your Calendar

    • Creating Appointments

    • Changing and cancelling appointments

    • Appointment Requests

    • Understanding my calendar
  • 4

    Managing Clients

    • Your client list & profiles

    • Adding new clients

    • Onboard Yourself
  • 5

    Psychometric Measures

    • Using psychometric measures
  • 6

    Case Notes

    • Creating Case Notes

    • Safeguarding
  • 7

    Creating reports and letters

    • Creating a Report or Letter

    • Change access
  • 8

    Digital Documents

    • Invoices
  • 9

    Engaging Clients

    • Micro Journal