splose

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

Set up your locations

Learn how to set up services in splose: appointments, support activities and provider travel, and assign them to your locations and practitioners, so they're ready to book and invoice.

Set up services

Tag your way to tidy-  client, service & waitlist tags, sorted.

Set up tags

Learn how to create custom fields for your client records, and customise your forms to automate data entry.

Custom fields

Support clients using conversational messaging and receive SMS replies from your workspace.

Set up two-way SMS

Change communication preferences for all clients. Use with caution.

Update the default communication preferences for all clients

Set cancellation reasons for when a client needs to cancel their appointment, and use responses in reports and rules to automate when a client cancels an appointment.

Set up cancellation reasons and rules for appointments

Change the client terminology to patient, client, participant or worker.

Change the client terminology

Customise your email signature for a personalised email experience, and include user and business placeholders.

Set up an email signature

Lock your calendar up to a certain date to prevent changes

Set up calendar lock dates

Create and manage resources like cars, equipment and devices, and set up rooms.

Set up rooms/resources

Retain practitioners while cancelling their pending splose invite.

Deactivate users with pending invites and reactivate inactive users

Learn how to change a service's price in splose and control whether the new price applies to new appointments only or to existing uninvoiced appointments from a date you set.

Adjusting service prices

Learn how splose SMS notifications work, what they cost, and how to top up or auto-recharge your SMS credits.

SMS notifications & credits

Customise splose your way- services, locations, client settings, and more, all in one place.

Workspace settings

Find answers and get help from Intercom Support and Community Experts

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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.

{appName} in 60 seconds

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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