Using Splose

How to display an individual ABN for sole trader practitioners

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

Written by Splose
Updated over a week ago

Set up Xero tracking categories

Assign Xero tracking categories to locations and practitioners in Splose to automatically sync with invoices.

Written by Splose
Updated over a week ago

How to add all uninvoiced items to an invoice

Add all of a client's appointments, support activities, support items to one invoice and invoice at the end of the week or month.

Written by Splose
Updated over a week ago

Assign a default invoice recipient for a client

Assign a third-party contact or another contact to always be the default invoice recipient for a client, streamlining the invoice process.

Written by Splose
Updated over a week ago

Add a payment to an invoice

Add payments to invoices to mark them as paid.

Written by Splose
Updated over a week ago

Invoice for a cancelled appointment

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

Written by Splose
Updated over a week ago

Add account credit for clients and contacts

Collect payment upfront from clients and contacts and use it to pay for future invoices.

Written by Splose
Updated over a week ago

Add products to invoices to sell them

Sell products by adding them as item lines in an invoice.

Written by Splose
Updated over a week ago

Create an appointment

Easily book in your clients for an appointment.

Written by Splose
Updated over a week ago

Create a group appointment

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

Written by Splose
Updated over a week ago

Create repeating appointments

Creating recurring appointments and group appointments in a flash.

Written by Splose
Updated over a week ago

Cancel an appointment

How to cancel an appointment with a client.

Written by Splose
Updated over a week ago

Archive an appointment

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

Written by Splose
Updated over a week ago

Create an unavailable block

Block out availability in your calendar with unavailable blocks and prevent clients from booking times at online bookings.

Written by Splose
Updated over a week ago

Archive a group appointment

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

Written by Splose
Updated over a week ago

Update the status of an appointment

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

Written by Splose
Updated over a week ago

Use keyboard shortcuts to navigate through the calendar

Navigate the calendar faster than ever and impress your teammates with keyboard shortcuts.

Written by Splose
Updated over a week ago

Search appointments from the calendar

Search all of your appointments from your calendar using keyboard shortcuts.

Written by Splose
Updated over a week ago

Customise your calendar preferences

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

Written by Splose
Updated over a week ago

View your locations and practitioners all on one calenddar

Display your locations and practitioners on one page.

Written by Splose
Updated over a week ago

Enable privacy mode on your calendar

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

Written by Splose
Updated over a week ago

Add progress notes for a client

Create progress notes for clients from your own templates with over 10 options, then print as PDF.

Written by Splose
Updated over a week ago

How to add body charts to progress notes and use the features

Draw and annotate body charts, a blank canvas or other diagrams within your progress notes.

Written by Splose
Updated over a week ago

Set up cases (case management)

Use case management functionality to organise appointments, support activities, files, referrals and budgets with cases.

Written by Splose
Updated over a week ago

Add appointments to a case

Assign appointments to a case in order to keep track of total appointments in a case and the case budget.

Written by Splose
Updated over a week ago

Create a new letter

Create letters for clients based on letter templates in your workspace.

Written by Splose
Updated over a week ago

Message your team or take notes

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

Written by Splose
Updated over a week ago

View purchased gift vouchers

See all purchased and redeemed gift vouchers.

Written by Splose
Updated over a week ago

Redeem a gift voucher

Pay an invoice with a gift voucher.

Written by Splose
Updated over a week ago