splose

The calendar tab is a powerful hub for your appointments, support activities, practitioner availability, and busy times.

Calendar Overview

Learn how to create an appointment in splose, including linking cases, provider travel and recurring sessions, and how to reschedule an existing appointment to a new time.

Create and reschedule an appointment

Scheduling a support activity in splose is quick and seamless. This guide breaks down each step, making sure you know exactly what to do.

Create a support activity

Services are not showing up in the calendar.

Assign appointments and support activities to a location/user

Create a group appointment and add multiple clients to it. Great for classes and group sessions.

Create a group appointment

How to cancel an appointment with a client.

Cancel an appointment

Learn how to archive an appointment to remove it from your calendar and the client's file without notifying the client, and when to archive instead of cancel.

Archive an appointment

Learn how to create busy time types and block out time in your calendar, for yourself or multiple practitioners, so appointments can't be booked when you're unavailable.

Add busy time to your calendar

How to update the status of an appointment to arrived, did not arrive or cancelled.

Update the status of an appointment

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

Customise your calendar preferences

Display your locations and practitioners on one page.

View your locations and practitioners all on one calendar

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

Enable privacy mode on your calendar

Learn how to set splose to alert you and block a booking when it exceeds a client's case or funding period limits or end date across your whole workspace or…

Block bookings from exceeding case or funding periods

Calendar & Appointments

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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