This guide will walk you through everything- from configuring appointments to managing provider travel and online payments. Let’s get started:
How to create and customise appointments (face-to-face sessions)
Set up provider travel in an appointment
How to set up support activities (non-face-to-face activities)
How to assign services to locations and practitioners
💡What's the difference?
Appointments are for client-facing services where you can enable Telehealth, provider travel, and appointment templates.
Support activities are for non-face-to-face services like report writing and billable communications.
splose separates these to provide clear reporting on your Practitioner Performance Report, allowing you to track each category separately.
Set up face-to-face services (appointments)
Appointments are face-to-face services such as initial consultations and Telehealth and can include provider travel.
Field | Description |
Type | Organise your services by category to keep things tidy.
splose automatically groups services with the same type across your calendar, invoices, and online bookings. |
Name | This is what clients and practitioners will see in:
Make it clear and recognisable! |
Maximum clients | 1-on-1 sessions? Enter 1 Group sessions? Enter 2+ |
Description | Use this to provide extra details.
|
Item code | Used for invoices. |
Duration | Set a default session length for:
💡 Even if billed hourly, a default duration is required. You can still adjust the time when booking. |
Buffer time | Need extra time before or after? Add a buffer for:
This time will be blocked off automatically in your calendar and online bookings. |
Price | Choose a pricing model:
💡 Hourly pricing auto-calculates on invoices. |
Tax rate | Set the tax rate for this service- this ensures invoices calculate the correct tax.
💡 Connected to Xero? Tax rates sync automatically. |
Default progress note template | Choose a template that automatically loads when practitioners create a progress note. |
Calendar colour | Pick a colour to easily spot this service on your calendar. |
Cases | Want to make cases mandatory? Toggle this on to ensure every appointment is linked to a case. |
Xero invoice account | Using Xero? Select a specific chart of accounts for this service. This will override the default invoice account. |
Telehealth | Enable automatic Telehealth links for:
Links can be included in appointment confirmations. |
Provider travel | For mobile appointments, enable Provider Travel to:
💡 Travel details are included in appointment invoices automatically. |
Online payments | Let clients pay upfront when booking online. Ensure Stripe is enabled. |
Appointment notifications | Attach templates for:
|
Tags for reporting | Service tags used for filtering through reports |
💡 Want to streamline your intake process? Attach an appointment template to your service with standard forms attached.
Set up provider travel in an appointment
Once provider travel is enabled in services settings:
Create an appointment in the calendar.
Toggle Provider Travel ON.
Search for the appointment address - the client’s address will be auto-filled.
Enter the travel details (to and/or from the appointment).
Add repeating rules if needed.
Save the appointment.
📍 Need directions? Click on the appointment, then select the address to open it in Google Maps.
🧾 Invoicing:
When billing, two invoice line items will be created:
The appointment
Provider travel (including any configured travel costs).
💡 If you have toggled on Provider travel non-labour costs and Activity based transport, these are automatically added to the invoice as well.
Set up non-face-to-face services (support activities)
Support activities are non-face-to-face services such as report writing and billable client communications.
Field | Description |
Type | Organise your services by category to keep things tidy.
splose automatically groups services with the same type across your calendar, invoices, and online bookings. |
Name | This is what clients and practitioners will see in:
Make it clear and recognisable! |
Description | Use this to provide extra details.
|
Item code | Used for invoices. Required for TyroHealth and HICAPS integrations (AU only). |
Duration | Set a default session length for:
💡 Even if billed hourly, a default duration is required. You can still adjust the time when booking. |
Buffer time | Need extra time before or after? Add a buffer for:
This time will be blocked off automatically in your calendar and online bookings. |
Price | Choose a pricing model:
💡 Hourly pricing auto-calculates on invoices. |
Tax rate | Set the tax rate for this service- this ensures invoices calculate the correct tax.
💡 Connected to Xero? Tax rates sync automatically. |
NDIS type (AU only) | Code specific for the NDIS Bulk Upload report |
Default progress note template | Choose a template that automatically loads when practitioners create a progress note. |
Calendar colour | Pick a colour to easily spot this service on your calendar. |
Cases | Want to make cases mandatory? Toggle this on to ensure every appointment is linked to a case. |
Xero invoice account | Using Xero? Select a specific chart of accounts for this service. This will override the default invoice account. |
Tags for reporting | Service tags used for filtering through reports |
Once you've created your services, you must assign them to specific Locations and Users before you can schedule them on your calendar.
Assign Services
Whenever you add a new service, you must go into Settings ➡️ Locations and select the Services provided by the location.
You must also go into My Account or Settings ➡️ Users and select the services that you/other practitioners provide.
🎉 You're all set! Now, go to your settings page and make these changes so you can start booking appointments on your calendar.