Calix Help

Operator guide for Calix. Search (Ctrl/Cmd K) or use the sidebar.

Internal resource — holds workflow detail about a system with healthcare-professional data. Do not share outside Wiredin.

Find it by the app's own sidebar

Calix's own left sidebar (inside an event) is grouped exactly like this. Use this table to jump straight to the doc for any item you see on screen.

In Calix's sidebar	Group	Documented in
Getting Started, Dashboard, Reports	Overview	Getting Started
Event Settings, Homepage Designer, Badge Designer, Ticket Design, Registration Questions	Setup & Design	Event Setup, Badges & Wallet
Registrations & Add-ons, Orders, Promo Codes, Affiliates	Registration & Sales	Registrations & Check-in
Delegates, Approvals, Check-In Lists, Messages, Waitlist, Capacity Management	Guest Management	Registrations & Check-in
Abstracts, Reviewers, Abstract Settings	Abstract Management	Abstracts & Reviewers
CME Report, Certificates, Evaluation	Insights & Impact	Certificates & CME
Widget Embed, Webhooks	Integrations	Reports & Integrations

Organizer-level sidebar (outside a specific event): Organizer Dashboard/Reports, Events, Settings, Homepage Designer, Webhooks — see Organizer & Account Settings.

Sections

• Getting Started — logging in, roles, first event
• Event Setup — event settings tabs (incl. sender email), tickets, publishing
• Registrations & Check-in — orders, delegates, check-in, waitlist, approvals
• Certificates & CME — certificate templates, CME report, evaluation
• Abstracts & Reviewers — submissions, review workflow, reviewer invites
• Badges & Wallet Passes — Badge Designer, Ticket Design, Apple/Google Wallet
• Reports & Integrations — report exports, webhooks
• Organizer & Account Settings — org-level settings, account settings
• External Portals (reference) — what delegates/reviewers/presenters see

Living document. Missing something? Ask in the team channel.