splose

Learn how to set up appointment templates in splose to automatically send SMS and email confirmations, reminders, reschedules and cancellations, and attach them to your services.

Set up appointment templates and reminders

If you travel to see clients, you can include the appointment location/their address in your SMS and email confirmations and reminders.

Set up SMS and email confirmations and reminders for mobile appointments

Send consistent, pre-written emails across your workspace- from invoices to forms, progress notes and more.

Set up email templates

Create progress note templates for all practitioners in your business

Set up progress note templates

Create intake forms, service agreements, consent forms and more- ready to send, reuse and automate.

Set up standard form templates

From website to waitlist- collect, triage and manage new referrals all in one smooth, automated flow.

Set up embeddable form templates

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

Set up letter templates

How to access and set up body charts for your workspace.

Set up body chart templates

Learn how to set invoice preferences and customise invoice templates in splose, from numbering and tax to layout and reminders.

Set up invoice preferences and invoice templates

Templates

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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