Disclaimer
This guide, the terms associated with the service agreements (Splose Terms) and the Splose “service agreement” feature as described within this guide (Feature) are the sole and exclusive property of Splose Pty Ltd ACN 614 286 636 (Splose). You may not redistribute, make public or otherwise use for commercial purposes this document, any Splose Terms or any content relating to the Feature, without Splose’s consent, and your use of the same shall always be in accordance with the Splose Terms of Service. Splose is not a legal service provider. The Feature and the scope of Splose’s services relating to the Feature, are confined exclusively to the population of documents through the Splose platform. The Splose Terms are general in nature only and have not been tailored to meet your individual needs. You should not rely on this guide, the Splose Terms or any material associated with the Feature as legal or other professional advice. You must review the Splose Terms to ensure they meet your individual needs. You must obtain your own independent legal and other professional advice before using the Feature and/or the Splose Terms. Splose is not liable for any loss you (and/or others) may sustain in connection with the use of the Feature or the Splose Terms.
Service agreement templates are available only for Australian workspaces.
How-to
Create and modify your Service Agreement template
Navigate to Workspace Settings.
Under Automation, select Forms.
Click + New template.
Click Select under Service Agreement.
Modify the standard terms and conditions to suit your business needs and the client's requirements. From here, you can use this template across your business with minor modifications.
Once you are done, click + Create.
The tailored supports and fees can be customised by using the calculation field. The calculation field lets you embed a Schedule of Supports/Fee Schedule into your form template.
You should add all of the possible services and descriptions to the Schedule of Supports by creating new rows.
You can then tailor the Schedule of Supports on an individual participant level by adding, removing and editing each item line when preparing an agreement.
Customise the Schedule of Supports for each client
Head to the Clients tab, then select a client that you would like to customise the schedule of supports.
Select the Forms tab, then click + New form.
Select the Service agreement template, then select a related appointment (if any), and choose to pre-fill client details and click Create.
Once created, select View to open the form.
Scroll to the Schedule of Supports features, and click the Edit button.
The Schedule of Supports will be displayed. In this modal, you can add, update, and delete rows and information. Additionally, you can add and edit all aspects of the schedule of supports, including text, hours, price, and headings.
Once you have edited the Schedule of Supports to your preferences, select Save.
View the Schedule of Supports
You can view the Schedule of Supports form before and after the client completes it.
Head to the Clients tab, then select a client for whom you would like to view the schedule of supports.
Select the Forms tab, then click the Actions (•••) drop-down menu.
Select Open in New Tab for incomplete forms, or View for completed forms.
You will notice that the Schedule of Supports can not be edited and instead shows as "read-only", meaning clients can simply read, complete and submit the form.
You can Open in a new tab and complete the Service Agreement with the client, or simply click Email form to send the client (or contact) the form to complete.
Once the form is completed, it will be marked as Completed.
You can then download a PDF copy and email it to the client or contact for their records.