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Set up two-factor authentication
You will need an authenticator app before you set up 2FA… Do I need coverage to access an authenticator app and get my code?… I have a new phone, and I can't access the authenticator app on my old phone!
Securely link a credit card with a client record through Stripe
The Stripe and splose integration enables the secure, automatic storing of card details to be used as a payment method… Store client credit card details with Stripe… Can I ask my client to store their details without making a payment? No
Toggle automatic saving of client payment methods
When a client pays an online invoice or pays for a booking online, splose can automatically store their… You can turn it off at any time if you would prefer not to store payment methods automatically… A: Future online payments will no longer store a payment method
Sync your splose calendar to external calendars like Outlook, Apple Calendar and Google Calendar
Note: This is a one-way integration to your calendar app… Copy the link that appears to add this to your calendar app… browser before you can view it on the app
Set up SSO with SAML
from the dropdown list bar and select Add custom SAML app In stage 1: App details, enter an App… revoking access to splose, with SSO you should: Remove their access from the splose SSO SAML app… You will be redirected back to the splose SAML app page
Experiencing slow loading or an error screen? Here's how to fix it
appears on the screen- "Something went wrong" error messages when performing specific actions in the app… the app again… Reopen the app and navigate to the Clients page again
Locate and manage your API key
Store your API key securely to prevent unauthorised access
Upload files for a client
Store files for a client, such as reports, referral documents or images on the client files page
Set up associated contacts
Can I store both parents' addresses and send reminders to both?
Lodge a claim with DVA
Cases help you store the following referral information for clients, which will be passed to Tyro Health