Workspace setup | Splose Help Centre

Services settings

Set up services that your business provides

Written by Nicholas Sanderson
Updated over a week ago

Add appointment cancellation reasons

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

Written by Nicholas Sanderson
Updated this week

Appointment communication templates

Create appointment confirmation templates

Set up automated appointment email and SMS communications for appointments created.

Written by Nicholas Sanderson
Updated this week

Create appointment reminder templates

Set up automated appointment email and SMS communications for appointment reminders.

Written by Nicholas Sanderson
Updated this week

Create appointment rescheduled templates

Set up automated appointment email and SMS communications for appointments rescheduled.

Written by Nicholas Sanderson
Updated this week

Create appointment cancellation templates

Set up automated appointment email and SMS communications for appointments cancelled.

Written by Nicholas Sanderson
Updated this week

Treatment note templates

Set up treatment note templates

Design treatment note templates for all practitioners in your business.

Written by Nicholas Sanderson
Updated this week

Assign a default treatment note template to a service

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

Written by Nicholas Sanderson
Updated over a week ago

Upload body charts for your workspace

Upload body charts for practitioners in you workspace to use in treatment notes.

Written by Nicholas Sanderson
Updated this week

Online bookings settings

Set up online bookings

Take appointments 24/7 with online bookings. This guide covers online booking set up for locations, services and practitioners.

Written by Nicholas Sanderson
Updated this week

Set up email notifications for online bookings that are made

Get notified when you receive a new online booking.

Written by Nicholas Sanderson
Updated yesterday

Customise online booking colour theme

Add your own brand colours to your online bookings page.

Written by Nicholas Sanderson
Updated this week

Collect client consent to your privacy policy with online bookings

Add your privacy policy and request clients to read and accept before confirming the booking. Responses update the client's details.

Written by Nicholas Sanderson
Updated this week

Add a cancellation policy to online bookings

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

Written by Nicholas Sanderson
Updated this week

Choose a lead time for online bookings

Select when the your next available appointments are shown.

Written by Nicholas Sanderson
Updated this week

Add information to the date/time selection page in online bookings

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

Written by Nicholas Sanderson
Updated this week

Add terms to online bookings

Create your own appointment terms to display to clients during online bookings.

Written by Nicholas Sanderson
Updated this week

Form templates

Getting started with online forms

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

Written by Nicholas Sanderson
Updated this week

Location settings

Set up and manage locations

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

Written by Nicholas Sanderson
Updated this week

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 Nicholas Sanderson
Updated yesterday

Other settings

Set up default communication preferences

Set up workspace settings for client communications.

Written by Nicholas Sanderson
Updated this week

Set up supporting activity types

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

Written by Nicholas Sanderson
Updated this week