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Create an appointment

Booking an appointment in splose is quick and seamless. This guide breaks down each step, making sure you know exactly what to do.

Updated over a week ago

What this guide covers

This guide walks you through the entire appointment booking process in splose, including:

  • Selecting a location and practitioner

  • Choosing a client

  • Selecting a service

  • Linking a case

  • Setting the date and time

  • Assigning a room or resource

  • Enabling provider travel

  • Setting recurring appointments

  • Adding appointment notes

Whether you're new to splose or need a refresher, this step-by-step breakdown ensures you can schedule appointments efficiently and accurately.

Before creating your first appointment, make sure you have:


Select the location and practitioner

Ensuring you have chosen the correct location and practitioner, select the time slot you would like to book an appointment for.

Select the client

Select your client. splose allows you to view any waitlisted clients that have a matching day, time, and practitioner filter in the waitlist entry. You can also select from your existing clients or create a new client on the spot. If a client has a client alert, it will appear on this screen after the client has been selected.

Select the service

Select your service.

💡 Only services that are enabled for the location and practitioner will be visible here.

Link the case

Link the appointment to an existing case to ensure the session is tracked and allocated correctly for the client.

Set the date and time

The date and start time are automatically set to the slot you selected on your calendar. The end time defaults to the duration set in the service’s settings. You can manually adjust both if needed.

Assign a room or resource

Assigning a room or resource ensures the appointment appears in the rooms/resources calendar and helps avoid double-booking.

Enable provider travel

If travel is required, toggle Provider Travel on. The address is pre-filled with the client's listed address, but you can change it. This change applies to all recurring appointments in this sequence without altering the client's saved address.

📍 Need directions? Once the appointment is created, click on the appointment, then select the address to open it in Google Maps.

🧾 Invoicing:
When billing, two invoice line items will be created:

  1. The appointment

  2. Provider travel (including any configured travel costs).

📍 Provider travel - non-labour costs

This also carries over default service values and is pre-populated into the invoice as a separate item line once generated.

Set up recurring appointments

For recurring sessions, customise your repeat rules. If a clash occurs when booking a recurring appointment, you have the option to fix conflicts before confirming. If it's the same client, same day, and same practitioner, splose will alert you.

Create a note

Want to add notes to a recurring appointment? This is your chance. Notes added here will apply to all appointments in the repeat sequence. You can update notes after creation, but this won’t affect previously booked appointments in the sequence.

Finalise the appointment

Once everything’s set, click Create to save the appointment. If anything required is missing, splose will prompt you to complete the details before moving forward.

Once created, you can do the following from the appointment modal:

By following these steps, you’ll keep your schedule organised and appointments running smoothly—handled in just a few clicks.🙌🏻

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