Workspace setup | Splose Support

Location settings

Set up and manage locations

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

Written by Splose Support
Updated over a week ago

Services settings

Set up services that your business provides

Set up and manage all of your business services.

Written by Splose Support
Updated over a week ago

Appointments and communication

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 Support
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 Support
Updated over a week ago

Set up appointment communication templates

Set up confirmation, reminder, rescheduled and cancellation templates for appointments.

Written by Splose Support
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 Support
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 Support
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 Support
Updated over a week ago

Online bookings settings

Set up online bookings for your business

Take appointments 24/7 with online bookings.

Written by Splose Support
Updated over a week ago

Customise online booking colour theme

Add your own brand colours to your online bookings page.

Written by Splose Support
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 Support
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 Support
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 Support
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 Support
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 Support
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 Support
Updated over a week ago

Form templates

Set up online forms

Automate your client onboarding, collect details upfront to provide a great experience and save time.

Written by Splose Support
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 Support
Updated over a week ago

Invoice and payment settings

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 Support
Updated over a week ago

Other settings

Set up supporting activity types

Set up support categories, support item names and pricing to be used for supporting activities.

Written by Splose Support
Updated over a week ago