Group 65
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Using Splose
Find out how to navigate your way around, and learn about all the wonderful features along the way.
32 articles in this collection
Written by
Splose Support
View purchased gift vouchers
See all purchased and redeemed gift vouchers.
Written by
Splose Support
Updated over a week ago
Appointments
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
Calendar
Search appointments
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
Invoices
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
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 a payment to an invoice
Add payments to invoices to mark them as paid.
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
Progress notes
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
Gift vouchers
Redeem a gift voucher
Pay an invoice with a gift voucher.
Written by
Splose Support
Updated over a week ago
Messages
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
Cases
Set up cases (case management)
Use case management functionality to organise appointments, supporting 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
Manage referral details for a case
Add a referring contact to cases and bring in referrer details.
Written by
Splose Support
Updated over a week ago
Add supporting activities to a case
Assign supporting activities to a case in order to keep track of the case budget.
Written by
Splose Support
Updated over a week ago
Invoice appointments from a case
Streamline your workflow by invoicing directly from a case.
Written by
Splose Support
Updated over a week ago
Invoice supporting activities from a case
Streamline your workflow by invoicing directly from a case.
Written by
Splose Support
Updated over a week ago
Letters
Create a new letter
Create letters for clients based on letter templates in your workspace.
Written by
Splose Support
Updated over a week ago
Supporting activities
Add supporting activities for a client
Keep track of support activities and non-face-to-face billable items for clients. Perfect for NDIS support catalogue items.
Written by
Splose Support
Updated over a week ago