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:
Created your services.
Assigned your services to your location and users.
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:
The appointment
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:
Edit the appointment
View any forms attached
Add an appointment note
Create a Zoom, Google Meet or Microsoft Teams Meeting (if enabled in services settings)
Book another appointment
Reschedule the appointment
By following these steps, you’ll keep your schedule organised and appointments running smoothly—handled in just a few clicks.🙌🏻