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Using splose

Using splose

Everything at your fingertips. Learn how to navigate splose and make the most of its features.

54 articles

Add a new client

Set up associated contacts

Archive a client

Permanently delete a client

How to merge clients

Archive a contact

Send standard forms

Prepare Service Agreements

Set up embeddable form templates

Set up email reminders for incomplete forms and notify workspace users when forms are completed

Conditional logic in forms

Set up and manage the waitlist

Invoices & Payments

Mark appointments and support activities as Do not invoice

Create an invoice

Make changes to an invoice

Add products to invoices

Batch invoicing

NDIS Bulk upload

Invoice for a cancelled appointment

Send invoices to a contact

Send statements to clients

Create and refund account credit for clients

Add a credit note

Calendar & Appointments

Create an appointment

Unable to create appointments or support activities

Set up cancellation rules for canceled appointments

Create a group appointment

Cancel an appointment

Archive an appointment

Add busy time to your calendar

Archive a group appointment

Update the status of an appointment

Customise your calendar preferences

Enable privacy mode on your calendar

Add a progress note

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

Progress Note Template Placeholders

Assign a default progress note template to a service

Set up case alerts

Add appointments and support activities to a case

Create a new letter

Practitioner Performance Report

Dashboard Messages

Message your team or take notes

View and print files for a client

Upload files for a client

Delete client files

Restore recently deleted client files

Export all of your data