splose

All the settings you need to customise your workspace

Setting up your splose workspace

Workspace details

Change the client terminology to patient, client, participant or worker.

Change the client terminology

Change communication preferences for all clients. Use with caution.

Update the default communication preferences for all clients

Customise your email signature for a personalised email experience, and include user and business placeholders.

Set up an email signature

Lock your calendar up to a certain date to prevent changes

Set up calendar lock dates

Details

How to set up locations and keep information up to date.

Set up your locations

Setup your physical, online and mobile locations

Locations

Learn how to create custom fields for your client records, and customise your forms to automate data entry.

Add custom fields

Custom fields

Create your service list/fees including all of your appointments, support activities and provider travel.

Set up services

Services

Support clients using conversational messaging and receive SMS replies from your workspace.

Set up two-way SMS

SMS settings

Take appointments 24/7 with online bookings.

Set up online bookings

Include a cancellation policy for appointments to your online bookings page.

Add a cancellation policy to online bookings

Add in terms of the appointment and ask clients to read them before making a booking.

Add appointment terms to online bookings

How much notice your business needs when clients try to book an appointment online

Set an appointment lead time for your online bookings page

Show a message or further information to clients on the date/time selection page in online bookings.

Add a message to the date/time selection page in online bookings

Get notified when a client makes a booking online.

Get an email notification when a client books an appointment through online bookings

Online bookings

Set cancellation reasons for when a client needs to cancel their appointment and use responses in reports.

Set up cancellation reasons for appointments

Cancellation reasons

User groups enables filtered reporting and waitlist management by user groups

Create user groups

Team

Create different form templates such as intake forms, service agreements, consent forms and more.

Create online form templates

Set up appointment confirmations, reminders, reschedule and cancellations.

Set up appointment templates

Create progress note templates for all practitioners in your business

Set up progress note templates

Speed up your note creation by assigning a default template in service settings.

Assign a default progress note template to a service

Design letter templates for practitioners to use in your business. Send to contacts and clients and include your signature.

Set up letter templates

How to access and set up body charts for your workspace

Set up body chart templates for your workspace

Templates

Add additional information such as an insurance claim number to invoices.

Add extra client details on an invoice

Set up payment types which can be used to allocate payments (such as HICAPS, cash, credit card etc.).

Add a new payment method

Reduce outstanding debts, and enhance your cash flow with automated overdue invoice reminders.