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Calix Help
Operator guide for Calix. Search (Ctrl/Cmd K) or use the sidebar.
New to Calix? Start here
Run your first event takes you from nothing to a live event with registrations, emails, badges, check-in and the CME report, in one page.
Running a weekly series? See Weekly meeting series: register once, check in weekly.
Internal resource. It holds workflow detail about a system with healthcare-professional data. Do not share outside Wiredin.
Find it by the app's own menu
The event menu in Calix is grouped like this. Use the table to jump to the page for any item you see on screen.
| In Calix's event menu | Group | Documented in |
|---|---|---|
| Dashboard, Reports | Overview | Getting Started, Reports |
| Event Settings, Homepage Designer, Badge, Registration Questions | Setup & Design | Event Setup, Badges & Wallet |
| Registrations & Add-ons, Orders, Promo Codes | Registration & Sales | Event Setup, Registrations & Check-in |
| Delegates, Approvals, Check-In Lists, Messages | Guest Management | Registrations & Check-in |
| Abstracts, Reviewers, Abstract Settings | Abstract Management | Abstracts & Reviewers |
| CME Report, Certificates, Evaluation | Insights & Impact | Certificates & CME |
Approvals appears only when Require approval for registrations is on. Abstracts, Reviewers and Abstract Settings appear only when Enable Abstract Management is on. Both switches are in Event Settings > Event Features.
Organizer menu (outside a specific event): Organizer Dashboard, Reports, Events, Settings, Homepage Designer. See Organizer & Account Settings.
Sections
- Run your first event: the shortest path, start to finish
- Weekly meeting series: register once, check in every week
- Getting Started: logging in, roles
- Event Setup: Event Settings, registration types, event page, publishing
- Communication: sender email and what delegates receive
- Invitation-Only and Approval: hidden registration types vs approval
- Registrations & Check-in: delegates, orders, check-in, walk-ins
- Certificates & CME: CME credits, CME report, certificates, evaluation
- Abstracts & Reviewers: submissions, review workflow, reviewer invites
- Badges & Wallet Passes: the Badge screen (Fields, Digital, Print, Wallet tabs)
- Reports: report downloads and exports
- Organizer & Account Settings: organizer and account settings
- External Portals (reference): what delegates, reviewers and presenters see
Living document. Missing something? Ask in the team channel.