What's Included

Full review and configuration of core Halaxy settings

This is a done-for-you service — not a checklist you're left to figure out on your own.
Investment
$715inc. GST
One-off setup fee
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How It Works

To ensure your setup is completed accurately and efficiently, we've put together everything we need in a setup form.

STEP 1Gather Your Details+

Please have the following ready before completing the form. Having everything on hand will make the process much faster:

  • Business name and ABN
  • Practice name, address/es, and phone number
  • Admin or billing email address
  • Bank account details (account name, BSB, account number)
  • Medicare Provider Number/s
  • Professional registration number (AHPRA, AASW, PACFA, or equivalent)
  • Fee schedule — initial session, regular session, concession, and cancellation fees
  • Practice logo file (PNG or SVG, high resolution)
  • Digital signature — sign on white paper, photograph or scan, and save as PNG
  • DVA, WorkCover, or NDIS provider details (if applicable)
STEP 2A Few Decisions to Make+

We'll ask about your preferences in the form, but it helps to think about these beforehand:

  • Intake process — do you prefer to send the intake form before booking, or after?
  • Payment method — Halaxy card, bank transfer, or both?
  • Credit card on file — mandatory, optional, or not required?
  • Online bookings — would you like clients to be able to book themselves?
  • AI note-taking — if you use an AI scribe, we'll need to add a separate consent clause to your intake form
STEP 3Pay Your Invoice+

Click the Purchase Now button below.

Purchase Now
STEP 4Complete Your Setup Form+

Straight after payment, you'll be taken to your setup form — it takes approximately 30 minutes. We'll also email you a copy of the link, so you can pick up where you left off if you need to step away. Please ensure you have all documentation on hand to upload.

Your responses are sent directly to our team who will be in touch within 1–2 business days to confirm your setup start date and next steps.

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Your Own Halaxy Reference Guide

At handover, you'll also receive an in-depth Halaxy guide built around your specific setup — a simple HTML file saved to your desktop, so you can find information and help whenever you need it, without digging through Halaxy's help centre.

  • Saved directly to your desktop — opens in your browser, no login required
  • Covers your account as it's actually configured — fees, templates, funders, reminders
  • A quick reference for you (or any future staff) long after setup is complete
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