Keeping track of case and funding period utilisation and end dates is crucial. This settings toggle provides a notification if a booking exceeds a client's case or funding period utilisation or end dates.
When scheduling a booking that falls after a client’s case or funding period has expired or overutilises the case or funding period, splose will immediately alert you and stop the booking from being made. This ensures every session you book is compliant and billable, saving you from administrative headaches down the line.
How does it work
When you create a booking, if the toggle is turned on and the booking exceeds either the case or any funding period, you will see the following when you try creating the booking:
How to set this up
Tip: If you allow bookings to exceed case or funding periods within a client's case, this will take priority over the toggle in the Workplace Settings.
This toggle is available in two places:
Workplace Settings
Note: This is toggled ON by default.
Log in to splose.
Select the Settings icon in the top-right corner.
Under the Workplace menu, select the Details sub-menu and scroll down.
Under the Cases section, you can switch the toggle on and off.
Select Save.
Note: If you toggle this off, you will be prompted whether you would like to turn this setting off for new cases, or for new and existing cases.
Within a client's case
Log in to splose.
Select the Client menu.
Select the client that you would like to toggle the block on/off.
Select the Case option in the side panel.
Select the Actions drop-down menu, then select Edit.
Select the Block bookings from exceeding case or funding periods toggle, depending on whether you would like this on or off.
Select Update Case.