splose

Learn how to add a new client in splose: from the Clients page, straight from the calendar, or in bulk with the import tool.

Add a new client

Add contacts associated with a client for fast-access and include them in appointments, invoices and progress notes.

Set up associated contacts

Merge two client accounts to get rid of duplicate records.

Merge client accounts and records

Learn to unlink practitioners from clients and reassign future appointments and support activities.

Unlink a practitioner from a client

Archive a client to remove them from your client list.

Archive a client

Permanently delete a client to remove them from your workspace forever. This action cannot be undone.

Permanently delete a client

Clients

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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