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Create your splose workspace and invite your team

Creating a brand-new workspace or joining an existing team? Let's walk you through your first steps with splose- no stress, no guesswork.

Updated over a week ago

This guide will walk you through how to:

  • Set up your splose workspace

  • Join an existing team

  • Invite team members

  • Check browser compatibility

  • Understand what happens after your trial ends

  • Manage billing, permissions and access

Whether you're setting up a solo practice or joining a large team, you’ll have everything at your fingertips to get started with splose confidently.


Create a new splose workspace

If you’re new to splose, you’ll start by creating your own workspace. This gives you access to a 14-day free trial, and your entire team can join in too.

How to create your workspace

  1. Go to splose.com and click Get started

  2. Follow the prompts to set up your account

What you'll need

Have these details ready:

  • First and last name

  • Email address

  • Business name

  • Secure password

  • Credit card

Why we ask for your card

We collect your card details upfront to ensure a smooth transition to a paid subscription when your trial ends. If the card expires or isn’t updated in time, your subscription will automatically cancel and access to your data will be removed.

Good to know:

  • You’ll get a reminder email 3 days before your trial ends

  • Trials automatically renew into a paid monthly subscription

  • You can manage your plan or cancel anytime in Settings → Subscription

  • See our Terms of Service for full details

  • Only Practitioner and Practitioner Admin roles are billable- all other roles can be added at no extra cost.

Who owns the workspace?

The person who creates the workspace is set as the Account Owner.


They have full control over:


Join an existing splose workspace

If your practice already uses splose, you’ll need to be invited by an admin or account owner.

1. Accept your invitation

Keep an eye on your inbox for an email invitation. Invitations expire quickly, so be sure to click the link before it lapses.

Can’t find the email?

  • Check your spam or junk folder

  • Ask your IT team to allow emails from @splose.com

2. Create your account

Click Accept and sign up from your email to set your password and finish setting up your account.
💡Switch two-factor authentication (2FA) on for an added layer of security

3. Check your user role

Once logged in, go to My Account to see which role you've been assigned (like Practitioner or Receptionist). Roles determine what you can see and do, and account owners can customise these further if needed.

💡 Need help with roles? Read our user roles and permissions guide.


Invite team members to your workspace

You can invite practitioners, practice managers, receptionists, accountants and more.

Head to Settings → Users, then click Invite users.

You’ll need to enter each person’s:

  • First and last name

  • Email address

  • Role

You can invite users one at a time or in bulk.

📌 Important invitation tips

  • Pending invites will show as Active (Invitation sent)

  • Don’t assign appointments to a user until they’ve accepted their invite

  • If you need to resend an invite, go to Settings → Users → Resend invite

⚠️Avoid cancelling an invite unless necessary. Cancelling invites deletes the user’s profile and any linked appointments. Ask the user to accept their invite before assigning any data to their profile.

What if the invite expired?

If the invite link has expired, you can resend a fresh one:

  1. Go to Settings → Users

  2. Click the three dots next to the user

  3. Select Resend invite


Billing & paid user roles

Only Practitioner and Practitioner Admin roles are billable.

All other user types- such as Receptionist, Practice Manager, and Accountant- are free to add and won’t affect your subscription.

💡 You can view and manage your active users in Settings → Subscription → Users

Need to bring someone back? Read our inactive users guide →


Browser compatibility

splose is fully browser-based- no downloads or apps required.


Supported browsers

To get the best experience, use one of the following:

Browser

Minimum Version

Google Chrome

138.0.7204.157

Mozilla Firefox

141.0

Safari

18.5

Microsoft Edge

138.0.3351.109

📌 Version numbers may vary slightly depending on your operating system (e.g. macOS, Windows, Linux). For the best performance and security, we recommend always using the most up-to-date version available for your system.

We don’t support browsers not listed here. Using an unsupported browser may block access to your account, and we won’t be able to help with related issues.


Frequently asked questions

What happens after my trial ends?


Once your free trial wraps up, your subscription will automatically continue as a paid monthly plan- no interruptions, no lost data. You’ll be charged based on your selected plan and any active add-ons, like SMS or splose AI.

How do I change my credit card details?


To update your payment method:

  1. Go to SettingsSubscriptionPayment method

  2. Click Add new card

  3. Enter your new card details

This card will be used for your splose subscription and any add-ons you've enabled.

My trial ended and my payment didn't go through, how do I pay the invoice?


No worries- you can manually pay the outstanding invoice:

  1. Head to SettingsSubscriptionInvoices

  2. Find the unpaid invoice

  3. Click Pay and follow the prompts

Once the payment goes through, your account will be fully active again.


What’s next?

Now that your workspace is ready, explore more setup guides to make the most of splose:

Practice management, handled.

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