Using Splose | Splose Help Centre

Calendar

View your locations and practitioners all on one page.

Display your locations and practitioners on one page.

Written by Nicholas Sanderson
Updated this week

Customise your calendar preferences

Make your calendar exactly how you want with a range of different preferences.

Written by Nicholas Sanderson
Updated this week

Enable privacy mode on your calendar

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

Written by Nicholas Sanderson
Updated this week

Search appointments

Search all of your appointments from your calendar.

Written by Nicholas Sanderson
Updated this week

Appointments

Create an unavailable block

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

Written by Nicholas Sanderson
Updated this week

Create an appointment

Create an appointment in a flash from the calendar or from the client details page.

Written by Nicholas Sanderson
Updated this week

Archive a group appointment

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

Written by Nicholas Sanderson
Updated this week

Archive an appointment

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

Written by Nicholas Sanderson
Updated this week

Create a group appointment

Create a group appointment in a flash from the calendar or from the client details page.

Written by Nicholas Sanderson
Updated this week

Update the status of an appointment

How to set an appointment to arrived, did not arrive or cancelled.

Written by Nicholas Sanderson
Updated this week

Cancel an appointment

How to cancel an appointment with a client.

Written by Nicholas Sanderson
Updated this week

Keyboard shortcuts in calendar

Navigate the calendar faster than ever and impress your teammates with keyboard shortcuts.

Written by Nicholas Sanderson
Updated this week

Create repeating appointments

Creating recurring appointments and group appointments in a flash!

Written by Nicholas Sanderson
Updated this week

Treatment notes

Download treatment notes as a PDF

Written by Nicholas Sanderson
Updated over a week ago

Use body charts in treatment notes

Written by Nicholas Sanderson
Updated over a week ago

Create a treatment note for a client

Write treatment notes for clients using flexible templates, save as a draft or final, sign notes and print final notes as PDF.

Written by Nicholas Sanderson
Updated this week

Invoices

Add account credit for clients and contacts

Collect payment upfront from clients and contacts and use it to pay for future invoices.

Written by Nicholas Sanderson
Updated yesterday

Create an invoice

Create beautiful invoices to send to clients and contacts. Add multiple clients on one invoice and track payments.

Written by Nicholas Sanderson
Updated yesterday

Payments

Set up gift vouchers and track usage

Sell gift vouchers and track when they are spent.

Written by Nicholas Sanderson
Updated today

Cases

Manage referral details for a case

Add a referring contact to cases and bring in referrer details.

Written by Nicholas Sanderson
Updated this week

Getting started with cases

Manage appointments, supporting activities, files, referrals and budgets with cases.

Written by Nicholas Sanderson
Updated this week

Add appointments to cases

Assign appointments to a case in order to keep track of total appointments in a case and the case budget.

Written by Nicholas Sanderson
Updated this week

Add supporting activities to a case

Assign supporting activities to a case in order to keep track of the case budget.

Written by Nicholas Sanderson
Updated this week

Invoice appointments from a case

Streamline your workflow by invoicing directly from a case.

Written by Nicholas Sanderson
Updated this week

Invoice supporting activities from a case

Streamline your workflow by invoicing directly from a case.

Written by Nicholas Sanderson
Updated this week

Supporting activities

Getting started with supporting activities

Keep track of support activities with clients by recording important NDIS information.

Written by Nicholas Sanderson
Updated this week