splose

Welcome to splose! Your free trial is designed to do one thing well: help you experience how splose works for your practice so you can decide if it's the right…

Making the most of your splose trial

Easily move from a splose trial account to a full splose account & access all of splose's features in full

Moving from a splose trial account to a full paid account

Welcome to splose! This guide walks you through everything you need to do to get your workspace set up and see your first client.

Setting up splose as an account owner or admin

Welcome to splose! Learn how to set up your profile, navigate your calendar, and start seeing clients in splose as a practitioner.

Getting started as a practitioner

How to manage client records and use associated contacts, custom fields, tags and cases in splose.

Managing clients in splose

Set up all the features that help clients find your practice, book themselves in or be referred to you with as little manual admin as possible.

Getting clients in the door

Set up the automated and manual messages splose sends to your clients - appointment notifications, SMS, email templates, and marketing.

Managing client communications in splose

Master the day-to-day workflow of managing client appointments in splose - from booking through to payment, and what to do when things don’t go to plan.

Managing your appointments day to day

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

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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