Using Splose

Prepare Service Agreements

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

Written by Splose
Updated over a week ago

Set up and manage the waitlist

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

Written by Splose
Updated over a week ago

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

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

Written by Splose
Updated over a week ago

How to add an address on an invoice

Show/hide your address on invoices

Written by Splose
Updated over a week ago

Create an invoice

Create and send professional invoices to clients and contacts.

Written by Splose
Updated over a week ago

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

Batch invoicing

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

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

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

Unable to create appointments or support activities

Services are not showing up in the calendar.

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

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

Add busy time to your calendar

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

Written by Splose
Updated over a week ago

Set up SMS and email confirmations and reminders for mobile appointments

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

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

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

Set up cases

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

Written by Splose
Updated over a week ago

Add appointments and support activities to a case

Assign appointments and support activities to a case.

Written by Splose
Updated over a week ago

Create a new letter

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

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