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Using Splose
Using Splose
Explore all of the features like invoicing, scheduling, progress notes and more.
29 articles in this collection
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Splose
Invoices & Payments
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
Set up Xero tracking categories
Assign Xero tracking categories to locations and practitioners in Splose to automatically sync with invoices.
Written by
Splose
Updated over a week ago
How to add all uninvoiced items to an invoice
Add all of a client's appointments, support activities, support items to one invoice and invoice at the end of the week or month.
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
Add a payment to an invoice
Add payments to invoices to mark them as paid.
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
Calendar & Appointments
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
Create repeating appointments
Creating recurring appointments and group appointments in a flash.
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
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
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
Use keyboard shortcuts to navigate through the calendar
Navigate the calendar faster than ever and impress your teammates with keyboard shortcuts.
Written by
Splose
Updated over a week ago
Search appointments from the calendar
Search all of your appointments from your calendar using keyboard shortcuts.
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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.
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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
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
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
Updated over a week ago
Cases
Set up cases (case management)
Use case management functionality to organise appointments, support activities, files, referrals and budgets with cases.
Written by
Splose
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
Updated over a week ago
Letters
Create a new letter
Create letters for clients based on letter templates in your workspace.
Written by
Splose
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
Updated over a week ago
Gift vouchers
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