Using Splose | Splose Support

Appointments

Create an appointment

Easily book in your clients for an appointment.

Written by Splose Support
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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Updated over a week ago

Create repeating appointments

Creating recurring appointments and group appointments in a flash.

Written by Splose Support
Updated over a week ago

Cancel an appointment

How to cancel an appointment with a client.

Written by Splose Support
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 Support
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 Support
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 Support
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 Support
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 Support
Updated over a week ago

Calendar

Customise your calendar preferences

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

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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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Updated over a week ago

Search appointments

Search all of your appointments from your calendar using keyboard shortcuts.

Written by Splose Support
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 Support
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 Support
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 Support
Updated over a week ago

Invoices

Create an invoice

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

Written by Splose Support
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 Support
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 Support
Updated over a week ago

Add a payment to an invoice

Add payments to invoices to mark them as paid.

Written by Splose Support
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 Support
Updated over a week ago

Cases

Set up cases (case management)

Use case management functionality to organise appointments, supporting activities, files, referrals and budgets with cases.

Written by Splose Support
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 Support
Updated over a week ago

Manage referral details for a case

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

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Updated over a week ago

Add supporting activities to a case

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

Written by Splose Support
Updated over a week ago

Invoice appointments from a case

Streamline your workflow by invoicing directly from a case.

Written by Splose Support
Updated over a week ago

Invoice supporting activities from a case

Streamline your workflow by invoicing directly from a case.

Written by Splose Support
Updated over a week ago

Supporting activities

Add supporting activities for a client

Keep track of support activities and non-face-to-face billable items for clients. Perfect for NDIS support catalogue items.

Written by Splose Support
Updated over a week ago

Letters

Create a new letter

Create letters for clients based on letter templates in your workspace.

Written by Splose Support
Updated over a week ago