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Helpful guides and articles from our team

Search results for:Support at Home

Create a support activity
Scheduling a support activity in splose is quick and seamless. This guide breaks down each step, making sure you know exactly what to do… The difference between an appointment & a support activity… Create a support activity
Add appointments and support activities to a case
Assign appointments and support activities to a case… Add appointments and support activities from the calendar… Add appointments and support activities from the cases page
How to get in touch with support
Bobby, our support chatbot, and the support team are ready to take on any questions and help you with… Get in touch with support… While you can contact support via the chat bubble on splose.com, we recommend that you log into your
Conditional logic in forms
splose forms support conditional logic across sections, fields and email notifications
Set up two-way SMS
Support clients using conversational messaging and receive SMS replies from your workspace
Unlink a practitioner from a client
Learn to unlink practitioners from clients and reassign future appointments and support activities… A link between clients and practitioners is established when an appointment or support activity is booked… If the client has upcoming appointments/support activities scheduled, you can assign these to another
Message your team or take notes
Jot down notes for yourself or communicate with your teams using the real-time messaging feature from your home page
Mark appointments and support activities as Do not invoice
Mark an appointment/support activity as "Do Not Invoice"… Remove a Do Not Invoice tag from an appointment/support activity… You can mark an invoice as Do not invoice if an appointment or support activity doesn't need to be invoiced
Sync your splose calendar to external calendars like Outlook, Apple Calendar and Google Calendar
See your splose appointments, support activities and busy times in an external calendar using the calendar feed… If you support clients in the community, the client's address or the appointment address from provider… Appointments, support activities and busy times must be updated in splose
Set up services
Learn how to set up services in splose: appointments, support activities and provider travel, and assign them to your locations and practitioners, so they're ready to book and invoice… Enable provider travel for home visits Some clients prefer home appointments… Set up non-face-to-face services (support activities)