Setting up your workspace | Splose Support

Services

Set up services

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

Written by Splose
Updated over a week ago

Business settings

Change the client terminology

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

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Updated over a week ago

Update the default communication preferences for all clients

Change communication preferences for all clients. Use with caution.

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Updated over a week ago

Location settings

Set up your locations

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

Written by Splose
Updated over a week ago

SMS settings

Set up two-way SMS

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

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Updated over a week ago

Appointment templates

Set up appointment templates

Set up appointment confirmations, reminders, reschedule and cancellations.

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Updated over a week ago

Form templates

Create online form templates

Create different form templates such as intake forms, service agreements, consent forms and more. Client details will be auto-populated.

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Updated over a week ago

Progress note templates

Set up progress note templates

Create progress note templates for all practitioners in your business.

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Updated over a week ago

Assign a default progress note template to a service

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

Written by Splose
Updated over a week ago

Set up body chart templates for your workspace

How to access and set up body charts for your workspace

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Updated over a week ago

Online bookings settings

Set up online bookings

Take appointments 24/7 with online bookings.

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Updated over a week ago

Add a cancellation policy to online bookings

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

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Updated over a week ago

Add appointment terms to online bookings

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

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Updated over a week ago

Set an appointment lead time for your online bookings page

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

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Updated over a week ago

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

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

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Updated over a week ago

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

Get notified when a client makes a booking online.

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Updated over a week ago

Cancellation reasons

Set up cancellation reasons for appointments

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

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Updated over a week ago

Letter templates

Set up letter templates

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

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Updated over a week ago

Invoice and payment settings

Add extra client details on an invoice

Add NDIS number, referrer details, and insurance claim number to invoices.

Written by Splose
Updated over a week ago

Add a new payment method

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

Written by Splose
Updated over a week ago

Products

Set up and manage products

Create products with different options and variants. Automate stock tracking based on location. Invoice items sync seamlessly with Xero.

Written by Splose
Updated over a week ago

Gift vouchers

Set up gift vouchers

Sell gift vouchers online. Choose from a range of stunning designs or upload your own. Clients can purchase for themselves or others.

Written by Splose
Updated over a week ago