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Setting up your workspace
Setting up your workspace
All the settings you need to customise your workspace.
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By Splose1 author23 articles

Services


Set up services

Business settings


Change the client terminology
Update the default communication preferences for all clients

Location settings


Set up your locations

SMS settings


Set up two-way SMS

Appointment templates


Set up appointment templates

Form templates


Create online form templates

Progress note templates


Set up progress note templates
Assign a default progress note template to a service
Set up body chart templates for your workspace

Online bookings settings


Set up online bookings
Add a cancellation policy to online bookings
Add appointment terms to online bookings
Set an appointment lead time for your online bookings page
Add a message to the date/time selection page in online bookings
Get an email notification when a client books an appointment through online bookings

Cancellation reasons


Set up cancellation reasons for appointments

Letter templates


Set up letter templates

Invoice and payment settings


Add extra client details on an invoice
Add a new payment method

Products


Set up and manage products

Gift vouchers


Set up gift vouchers

Users


Create user groups
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