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 Support
Updated yesterday

Create an invoice

Create professional invoices and send them to clients and contacts. Get paid fast using payment integrations.

Written by Splose Support
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 Support
Updated over a week ago

Add a payment to an invoice

Add payments to invoices to mark them as paid.

Written by Splose Support
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 Support
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 Support
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 Support
Updated over a week ago

Create an appointment

Easily book in your clients for an appointment.

Written by Splose Support
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 Support
Updated over a week ago

Create repeating appointments

Creating recurring appointments and group appointments in a flash.

Written by Splose Support
Updated over a week ago

Cancel an appointment

How to cancel an appointment with a client.

Written by Splose Support
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 Support
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 Support
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 Support
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 Support
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 Support
Updated over a week ago

Search appointments from the calendar

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

Written by Splose Support
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 Support
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 Support
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 Support
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 Support
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 Support
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 Support
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 Support
Updated over a week ago

Create a new letter

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

Written by Splose Support
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 Support
Updated over a week ago

View purchased gift vouchers

See all purchased and redeemed gift vouchers.

Written by Splose Support
Updated over a week ago

Redeem a gift voucher

Pay an invoice with a gift voucher.

Written by Splose Support
Updated over a week ago