The tools you already pay for, set up properly and talking to each other.
You probably do not have a software problem. You have three good tools that do not know about each other, so someone on your team becomes the integration.
Talk through your setup→Whatever you run, the work is the whole stack.
A decade in technology and operations, and a clinic that runs on all of it.
Splose, set up for how you work
Appointment types, forms, templates and billing that match how you book, bill and document.
Microsoft 365 or Google Workspace
Files people can find, sensible permissions, and the security your clinic needs.
Systems talking to each other
Information entered once, not retyped into three places.
Migrations
Only what matters carried across, and the new system set up for your clinic as it is now.
A second opinion before you sign
What the product really does, where your data goes, and what leaving costs.
Reporting you can trust
Referrals, waitlist and utilisation you would make a decision on.
On Splose?
A Splose setup audit. You get the list either way.
I check your setup against how you actually book, bill and document, from someone who runs a clinic on Splose every day. You get a written list of what is working, what is costing you, and what to fix first.
Book the audit→Six things most clinics never finished in Splose.
Count how many of these are yours.
- 01
- 02
Forms attached to the appointment confirmation
Agreements and consent sent with the booking, not one by one.
Free guide→ - 03
Automatic form reminders
So your admin stops chasing unfilled forms.
- 04
The online booking link doing one job
Not new clients, existing clients and the waitlist through one link.
Free guide→ - 05
Appointment types that match how you actually book
What you really use, not the defaults from setup week.
- 06
Note templates with cues
Prompts that guide new clinicians, and make the AI feature useful.
Free guide→
Couldn't speak highly enough of his work, and his willingness to help. Particularly in my case with basic operational setup, AI integration and prompting, and general Splose optimisation.
Common questions
Yes. Splose is where I am deepest because I use it daily, but Microsoft 365, Google Workspace, Monday and Xero are the same work whatever sits in the middle.
Next step
Tell me what you are running.
One call: what you use, what is not talking to what, and what I would fix first. On Splose? Ask for the setup audit.