splose

Set up splose in a snap. From account setup to workspace customisation, we’ll help you hold the fort.

Getting started with splose

Creating a brand-new workspace or joining an existing team? Let's walk you through your first steps with splose- no stress, no guesswork.

Create your splose workspace and invite your team

Welcome to splose! This section will walk you through everything you need to get your workspace up and running. Whether you're creating your first workspace, joining an existing one, inviting your team, or ready to explore powerful features- you're in the right place.

First steps

Use the monthly calendar feature to set up recurring availability, once off availability and custom days.

Set up your availability

User groups enables filtered reporting and waitlist management by user groups

Create user groups

Set the right access for the right people- simple as that

Set up user permissions and roles

Help protect your account with an additional layer of security by enabling 2FA.

Set up two-factor authentication

Workspaces can set up single sign-on (SSO) using SAML for Google and Microsoft

Set up SSO with SAML

Owners and practitioner admins are able to force users to reset their password or to log out everywhere

Reset password & log out everywhere

How to easily reactivate inactive users and what happens to a practitioner user's calendar once they've been deactivated.

Inactive Users

Need help logging in? Find your workspace or reset your password.

Help logging in

Control how long users stay signed in to splose before re-authentication.

Set up session length

Carrying your team made simple. Manage roles, permissions, security, and user groups with ease.

User management & security

How to set up locations and keep information up to date.

Set up your locations

Whether you're offering face-to-face appointments or non-client-facing activities, setting up services in splose is quick and simple.

Set up services

Tag your way to tidy-  client, service & waitlist tags, sorted.

Set up tags

Learn how to create custom fields for your client records, and customise your forms to automate data entry.

Add custom fields

Support clients using conversational messaging and receive SMS replies from your workspace.

Set up two-way SMS

Change communication preferences for all clients. Use with caution.

Update the default communication preferences for all clients

Set cancellation reasons for when a client needs to cancel their appointment and use responses in reports.

Set up cancellation reasons for appointments

Change the client terminology to patient, client, participant or worker.

Change the client terminology

Customise your email signature for a personalised email experience, and include user and business placeholders.

Set up an email signature

Lock your calendar up to a certain date to prevent changes

Set up calendar lock dates

Create and manage resources like cars, equipment and devices, and set up rooms.

Set up rooms/resources

Customise splose your way- services, locations, client settings, and more, all in one place.

Workspace settings

Automate client communications with templates by setting up appointment confirmations, reminders, rescheduled and cancellations templates.

Set up appointment templates

If you travel to see clients, you can include the appointment location/their address in your SMS and email confirmations and reminders.

Set up SMS and email confirmations and reminders for mobile appointments

Send consistent, pre-written emails across your workspace- from invoices to forms, progress notes and more.

Set up email templates

Create intake forms, service agreements, consent forms and more- ready to send, reuse and automate.

Set up standard form templates

From website to waitlist- collect, triage and manage new referrals all in one smooth, automated flow.

Set up embeddable form templates

Create progress note templates for all practitioners in your business

Set up progress note templates

Design letter templates for practitioners to use in your business. Send to contacts and clients and include your signature.

Set up letter templates

How to access and set up body charts for your workspace

Set up body chart templates for your workspace

Learn how to set invoice preferences and customise invoice templates in splose, from numbering and tax to layout and reminders.

Set up invoice preferences and invoice templates

Templates

Add additional information such as an insurance claim number to invoices.

Add extra client details on an invoice

Set up payment types which can be used to allocate payments (such as HICAPS, cash, credit card etc.).

Add a new payment method

Reduce outstanding debts, and enhance your cash flow with automated overdue invoice reminders.

Set up invoice reminders

Display a sole trader practitioner's ABN instead of the location's ABN.

How to display an individual ABN for sole trader practitioners

How to add an address on an invoice

Include your BSB and account information on invoices.

Show payment/bank details on an invoice

Invoicing and payments

Take appointments 24/7 with online bookings.

Set up online bookings

Include a cancellation policy for appointments to your online bookings page.

Add a cancellation policy to online bookings

Add in terms of the appointment and ask clients to read them before making a booking.

Add appointment terms to online bookings

How much notice your business needs when clients try to book an appointment online

Set an appointment lead time for your online bookings page

Show a message or further information to clients on the date/time selection page in online bookings.

Add a message to the date/time selection page in online bookings

Get notified when a client makes a booking online.

Get an email notification when a client books an appointment through online bookings

Track your splose online bookings with Google Tag Manager (GTM).

Set up Google Tag Manager in online bookings

Online bookings

Set up and manage products

Products

Find answers and get help from Intercom Support and Community Experts

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