Using Splose

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

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29 articles in this collection
Written by Splose
Calendar & Appointments

Unable to create appointments or support activities

Services are not showing up in the calendar.
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Written by Splose
Updated over a week ago

Create an appointment

Easily book in your clients for an appointment.
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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.
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Written by Splose
Updated over a week ago

Cancel an appointment

How to cancel an appointment with a client.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Splose
Updated over a week ago