Setting up splose starts with a workspace, the shared space your whole practice works in. The person who creates it becomes the account owner, and everyone else joins by invitation. A 14-day free trial applies to the workspace, so your whole team can get started together.
This guide covers how to create a new workspace or join an existing one, how to invite team members and manage their roles, how billing works, and which browsers splose supports.
Before you begin
You will need the following details ready to create a new splose workspace:
First and last name
Email address
Business name
A secure password
Credit card details
How-to
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.
Go to splose.com and click Get started
Follow the prompts to set up your account
Please note: A trial period in splose applies to the workspace, not individual users. All users share the same trial period, which starts when the workspace owner begins their trial.
Join an existing splose workspace
If your practice already uses splose, you'll need to be invited by an admin or account owner.
Accept your invitation - Keep an eye on your inbox for an email invitation. Invitations expire after 24 hours, 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
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
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
Head to your Workspace Settings.
Under the Teams section, select Users.
Select 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.
Resend an invite link
If the invite link has expired, you can resend a new invite:
Go to Settings → Users
Click the three dots next to the user
Select Resend invite
📝 Invitation links expire after 24 hours. If a team member doesn't accept in time, go to Settings > Users, click the three dots next to their name, and select Resend invite to send a fresh link.
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 | Web browser update instructions |
📌 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?
What happens after my trial ends?
Once your free trial wraps up, your subscription will automatically continue as a paid monthly plan. 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?
How do I change my credit card details?
To update your payment method:
Go to Settings → Subscription → Payment method
Click Add new card
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?
My trial ended, and my payment didn't go through. How do I pay the invoice?
You can manually pay the outstanding invoice:
Head to Settings → Subscription → Invoices
Find the unpaid invoice
Click Pay and follow the prompts
Once the payment goes through, your account will be fully active again.
Why do we ask for card details when signing up?
Why do we ask for card details when signing up?
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?
Who owns the workspace?
The person who creates the workspace is set as the Account Owner. They have full control over:
Billing and subscription
Adding and managing users
I sent a team invite to the wrong email address. How do I change it?
I sent a team invite to the wrong email address. How do I change it?
While an invite is still pending (the user shows as Active - invitation sent), the email address can't be edited directly. What to do depends on whether that user already has appointments or activities linked:
No appointments linked yet: go to Settings › Users, cancel the pending invite, and re-invite the person with the correct email.
Appointments already linked: contact splose support to update the email so the linked data is preserved. The new email must not already be used on another splose account.
If the person clicked an email-change link that now says it's expired or already used, ask them to request a fresh verification email and open the new link straight away.
What's next?
Now that your workspace is ready, explore more setup guides to make the most of splose: