Splose

How to use invoices, forms, cases, progress notes, calendar and more.

Using Splose

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

Prepare Service Agreements

Forms

Manage your clients waiting for supports from the waitlist and map view. Automatic matches help you identify available times to see clients.

Set up and manage the waitlist

Waitlist

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

Rich text editor

How to add an address on an invoice

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

Mark appointments and support activities as Do not invoice

Include your BSB and account information on invoices.

Show payment/bank details on an invoice

Create and send professional invoices to clients and contacts.

Create an invoice

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

How to display an individual ABN for sole trader practitioners

Create and send invoices for all uninvoiced items at once. Streamline the process of creating and sending invoices and save hours each week.

Batch invoicing

Choose to send invoices to a plan manager, parent or other contact.

Send invoices to a contact

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

Invoice for a cancelled appointment

Add credits, refund credits and apply credits to invoices.

Create and refund account credit for clients

Add your products to invoices and automatically update inventory.

Add products to invoices

Invoices & Payments

Set up cancellation rules for cancelled appointments

Create and manage resources like cars, equipment and devices, and set up rooms.

Set up rooms/resources

Services are not showing up in the calendar.

Unable to create appointments or support activities

Easily book in your clients for an appointment.

Create an appointment

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 and prevent clients from booking times at online bookings.

Add busy time to your calendar

If you travel to see clients, you can include the appointment location/their address in your SMS and email confirmations and reminders.

Set up SMS and email confirmations and reminders for mobile appointments

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

Archive a group appointment

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 calenddar

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

Enable privacy mode on your calendar

Calendar & Appointments

Add progress notes/reports from the calendar or from the client record

Add a progress note

Progress notes

Track a client's allocated hours, budget or appointments with cases. Track NDIS budgets, Medicare plans, class passes and more.

Set up cases

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

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