splose

Everything at your fingertips. Learn how to navigate splose and make the most of its features.

Using splose

Update your service agreements, pricing and comms to stay compliant with the NDIS Pricing Arrangements starting 1st of July 2025.

Adapting your splose workspace to the 2025-26 NDIS pricing arrangements

How to use form templates and the calculation field to prepare and send NDIS Service Agreements.

Prepare Service Agreements

How to generate Bulk Upload Files for the myplace portal and make a bulk payment request to the NDIS myplace portal

NDIS Bulk upload

splose automates invoicing clients with dual funding

Automate managing dual funding

Set up funding periods in splose to manage NDIS funding periods, automate rollovers and prevent overbooking with ease.

Set up funding periods in cases

From setting up service agreements to handling budgets, claims and reports- we’ll guide you through it all, step by step. Handy for admins, practitioners and anyone managing NDIS-funded clients.  Let’s take a bit off your hands.

NDIS Essentials

Add a new client

Add contacts associated with a client for fast-access and include them in appointments, invoices and progress notes.

Set up associated contacts

Archive a client to remove them from your client list.

Archive a client

Permanently delete a client to remove them from your workspace forever. This action cannot be undone.

Permanently delete a client

Merge two client accounts to get rid of duplicate records.

Merge client accounts and records

Learn to unlink practitioners from clients and reassign future appointments and support activities.

Unlink a practitioner from a client

Clients

Add new contacts to send invoices, and assign cases and letters.

Add a contact

Remove a contact from searches by archiving them.

Archive a contact

Contacts

Email online forms to your clients and contacts or attach them to appointments.

Send standard forms

Automate reminders for incomplete forms and email alerts for completed ones to keep clients and users informed.

Set up email reminders for incomplete forms and notify workspace users when forms are completed

splose forms support conditional logic across sections, fields and email notifications

Conditional logic in forms

Forms

From referral to appointment: How to use the screener and the waitlist together to simplify intake and fill your calendar faster.

Set up and manage the waitlist

Waitlist

Create, finalise, send and track invoices in splose- including batch invoicing, payments, credit notes, and automated invoice reminders.

Create, send and manage invoices in splose

Get invoices paid faster with integrations or record payments.

Pay an invoice

Email receipts

Add credits, refund credits and apply credits to invoices.

Create and refund account credit for clients

Edit a draft invoice easily by updating the attached appointment or support activity before the invoice is marked as sent.

Make changes to an invoice

Invoice a client when they cancel an appointment in accordance with your cancellation policy.

Invoice for a cancelled appointment

Batch invoicing lets you create and send multiple invoices at once- cutting down admin and giving you more time back.

Batch invoicing

How to generate and send account statements to clients based on activity and outstanding balance.

Send statements to clients

Mark cancelled appointments as Do not invoice to prevent them from being invoiced.

Mark appointments and support activities as Do not invoice

Add your products to invoices and automatically update inventory.

Add products to invoices

Add a credit note

Learn how splose rounds time and invoice values for accounting accuracy, and how to manage precision when needed.

How splose handles accounting rounding

Invoices & Payments

The calendar tab is a powerful hub for your appointments, support activities, practitioner availability, and busy times.

Calendar Overview

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

Create an appointment

Services are not showing up in the calendar.

Assign appointments and support activities to a location/user

Create a group appointment and add multiple clients to it. Great for classes and group sessions.

Create a group appointment

How to cancel an appointment with a client.

Cancel an appointment

Remove an appointment from your calendar and the client's file without sending any appointment notifications.

Archive an appointment

Block out availability in your calendar with busy time.

Add busy time to your calendar

How to update the status of an appointment to arrived, did not arrive or cancelled.

Update the status of an appointment

Make your calendar exactly how you want with a range of different preferences.

Customise your calendar preferences

Display your locations and practitioners on one page.

View your locations and practitioners all on one calendar

Blur client names on your calendar to enforce confidentiality while interacting with other clients.

Enable privacy mode on your calendar

Learn how to block bookings from exceeding case or funding periods

Block bookings from exceeding case or funding periods

Scheduling a support activity in splose is quick and seamless. This guide breaks down each step, making sure you know exactly what to do.

Create a support activity

Calendar & Appointments

Enhance your writing With splose progress notes

Add a progress note

Amazing features like tables, font family, font size, paragraph formatting, improved copy and paste from Word, and more.

Using the rich text editor in progress notes, forms and letters, email modals and templates

Placeholders allow client details, practitioner details and more to be pre populated in progress notes for practitioners

Progress Note Template Placeholders

Speed up your note creation by assigning a default template in service settings.

Assign a default progress note template to a service

Progress notes

Track client budgets, hours, and funding periods in one place. Learn to set up cases in splose for accurate, stress-free case management.

Set up cases

Receive email notifications when a case is approaching its expiry date or has reached a specific level of utilisation.

Set up case alerts

Assign appointments and support activities to a case.

Add appointments and support activities to a case

Cases

Create letters for clients based on letter templates and send them to clients and contacts.

Create a new letter

Letters

Analyse practitioner performance based on 16 unique metrics and gain greater insight into your business growth.

Practitioner Performance Report

Get insights about your practice at a glance.

Performance Overview

Reports

Jot down notes for yourself or communicate with your teams using the real-time messaging feature from your home page.

Message your team or take notes

Dashboard Messages

Quickly access and print files, right from your workspace.

View and print files for a client

Drag and drop multiple files at once, and continue working while files upload.

Upload files for a client

Update the name of files, regardless of the file name originally uploaded in Splose.

Rename a file

Delete files that are no longer needed and free up storage.

Delete and restore deleted client files

Export your data from splose in a machine readable format (CSV).

Export all of your data

Client Data

Returning to splose? Learn how to reactivate your account.

Reactivating your splose account

Account

Find answers and get help from Intercom Support and Community Experts

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