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Clients & Contacts
Clients & Contacts
Manage client records, upload files, send intake forms, write progress notes and more.
14 articles in this collection
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Splose
Clients
Add a client
Add a client to your workspace.
Written by
Splose
Updated over a week ago
Update details for a client
Rectify any inaccurate details for a client so that details are always kept up-to-date.
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Splose
Updated over a week ago
Archive a client
Archive a client to remove them from your client list.
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Splose
Updated over a week ago
Permanently delete a client
Remove a client and associated information from your workspace. This action cannot be undone.
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Splose
Updated over a week ago
How to merge clients
Merge two client accounts to get rid of double ups
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Splose
Updated over a week ago
Record an individual client's contact preferences
Record how specific clients prefer to be contacted, which overrides your global business contact settings.
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Splose
Updated over a week ago
Collect client consent to your privacy policy with online forms
Ask your clients to read and accept your privacy policy before submitting an online form. Responses update the client's details.
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Splose
Updated over a week ago
Contacts
Add a contact
Add contacts to your workspace to send invoices to, take payments, store account credit and assign to cases as referrers.
Written by
Splose
Updated over a week ago
Archive a contact
Remove a contact from searches by archiving them.
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Splose
Updated over a week ago
Upload and store files securely
Upload files for a client
Drag and drop multiple files at once, and continue working while files upload.
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Splose
Updated over a week ago
View and print files for a client
Quickly access and print files, right from your workspace.
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Splose
Updated over a week ago
Rename a file
Update the name of files, regardless of the file name originally uploaded in Splose.
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Splose
Updated over a week ago
Delete client files
Delete files that are no longer needed and free up storage.
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Splose
Updated over a week ago
Restore recently deleted client files
Recover previously deleted files within 30 days of deletion.
Written by
Splose
Updated over a week ago