Skip to main content

Command Palette

The command palette is your fastest way to do anything in Praxi. Press Cmd+K (or Ctrl+K on Windows) to open it.

How It Works​

  1. Press Cmd+K to open the palette
  2. Type what you want to do
  3. Use arrow keys to select
  4. Press Enter to execute

The palette uses fuzzy matching, so you don't need exact text. Typing "apt" will find "New Appointment".

What You Can Do​

Actions​

Common actions you can trigger:

  • New Appointment - Create a new appointment
  • New Client - Add a new client
  • New Note - Start a clinical note
  • New Invoice - Create an invoice
  • Search Clients - Find a client by name
  • Open Calendar - Navigate to calendar
  • Open Settings - Go to settings

Quickly jump to any page:

  • "Go to Dashboard"
  • "Go to Calendar"
  • "Go to Clients"
  • "Go to Finance"
  • "Go to Settings"

Client Actions​

Type a client name to see client-specific actions:

  • "John Smith - View Profile"
  • "John Smith - New Appointment"
  • "John Smith - New Note"
  • "John Smith - View Invoices"

Recent Items​

The palette shows your recently accessed:

  • Clients
  • Notes
  • Appointments
  • Reports

Settings​

Access any setting directly:

  • "Settings - Organisation"
  • "Settings - Integrations"
  • "Settings - Notifications"
  • "Settings - Billing"

Smart Features​

Learning​

The command palette learns from your usage:

  • Frequently used actions appear first
  • Recent clients are prioritised
  • Your personal shortcuts are remembered

Context Awareness​

The palette knows where you are:

  • On a client page? Client actions appear first
  • In the calendar? Calendar actions are prioritised
  • Editing a note? Note actions are highlighted

Examples​

Book an Appointment​

  1. Cmd+K
  2. Type "apt john"
  3. Select "New Appointment for John Smith"
  4. Fill in the appointment details

Find a Client​

  1. Cmd+K
  2. Type "sarah jones"
  3. Press Enter to open Sarah's profile

Access Settings​

  1. Cmd+K
  2. Type "xero"
  3. Select "Settings - Xero Integration"

Power Tips​

  1. Abbreviations work - "apt" finds "appointment", "inv" finds "invoice"
  2. Names are searchable - Type any part of a name
  3. Escape to close - Esc closes the palette
  4. Arrow keys navigate - Up/down to move, Enter to select

Keyboard Reference​

ShortcutAction
Cmd+KOpen palette
↑ / ↓Navigate results
EnterExecute action
EscClose palette

Troubleshooting​

Palette not opening?​

  1. Check Cmd+K isn't captured by another app
  2. Try Ctrl+K as an alternative
  3. Ensure you're focused on the Praxi window

Actions not appearing?​

  • Check your permissions -- some actions require specific role permissions (e.g., only practice owners and managers can access certain billing actions)
  • Refresh the page to update the action list
  • Contact your administrator if actions are missing

Was this page helpful?