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Setting up your workspace
Setting up your workspace
All the settings you need to customise your workspace.
24 articles in this collection
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Splose
Services
Set up services
Add face-to-face services (appointments) with provider travel and non-face-to-face services (support activities).
Written by
Splose
Updated over a week ago
Business settings
Change the client terminology
Change the client terminology to patient, client, participant or worker.
Written by
Splose
Updated over a week ago
Update the default communication preferences for all clients
Change communication preferences for all clients. Use with caution.
Written by
Splose
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.
Written by
Splose
Updated over a week ago
Appointment templates
Set up appointment templates
Set up confirmation, reminder, rescheduled and cancellation templates for appointments.
Written by
Splose
Updated over a week ago
Form templates
Set up online forms
Create intake forms using form templates, attach them to confirmation messages, and send them to clients to complete.
Written by
Splose
Updated over a week ago
Progress note templates
Set up progress note templates
Create progress note templates for all practitioners in your business.
Written by
Splose
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
Written by
Splose
Updated over a week ago
Online bookings settings
Customise online booking colour theme
Add your own brand colours to your online bookings page.
Written by
Splose
Updated over a week ago
Set up online bookings
Take appointments 24/7 with online bookings.
Written by
Splose
Updated over a week ago
Add a cancellation policy to online bookings
Include a cancellation policy for appointments to your online bookings page.
Written by
Splose
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.
Written by
Splose
Updated over a week ago
Get clients to accept your privacy policy when confirming their online booking
Ask clients to review and accept your privacy policy online.
Written by
Splose
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
Written by
Splose
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.
Written by
Splose
Updated over a week ago
Set up notifications for appointments made from online bookings
Get notified when a client makes a booking online.
Written by
Splose
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.
Written by
Splose
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.
Written by
Splose
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 type
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