Recently Updated Pages
Mega Imported Data (MID)
Most of the data in The BOS comes from external systems such as Nookal, Xero, GoHighLevel and oth...
Bulk Appointment Invoicing - User Guide
The Bulk Appointment Invoicer allows to you generate invoices from a list of appointments that ha...
Bulk Appointment Invoicing - Manager Guide
What it is Using The BOS you can look at a list of uninvoiced appointments and generate invoices...
Invoice Templates
An Invoice Template describes how invoices should appear when a PDF is generated. Current optio...
The BOS Invoicing System
The BOS Invoicing System is a collection of separate but related subsystems related to different ...
Writing off invoices (BAD DEBT)
This information is only relevant if you are using The BOS Invoice Shipper and plan to write off ...
The BOS Subscription Adjustments
Timing of charges Tenants are charged a prorata amount for the remainder of the current month ...
Understanding Form Submissions
Form Submissions and Leads (also known as Deals or Opportunities in other systems) are two comple...
ML Trends (forecasts)
ML Trends uses machine learning to predict future data by using historical data about your busine...
Troubleshooting Invoices Not Shipping
The Invoice Shipper collects invoices from Nookal and sends the invoice to Xero. Xero has stricte...
Practitioner Nicknames
Practitioners have a nickname property which appears throughout The BOS. Where does this data co...
Integrating Contact Form 7 with The BOS using WebHooks
You can integrate Contact Form 7 with The BOS so that The BOS will get a copy of all form submiss...
Duplicate Customers in Stripe
The BOS doesn't allow you to merge two clients from the same data source, they must be merged in ...
Growing Your Clients
Introduction It's hard to grow your clinic without growing your clients! The BOS platform allows...
Notifications
Introduction Notifications are up there with the most powerful tools in The BOS. As simple as it...
Practitioner Report
Introduction The Practitioner report is designed to enable practitioner's to keep an eye on thei...
Role Permissions Setup
Introduction Role Permissions are an important step to The BOS setup. It sets the environment ea...
Views and Dashboards
Introduction Both the Mega report and the Practitioner report have the views and dashboard funct...
Debt Control
One thing that many Allied Health Business' share as they grow and start to attract different fun...
How to get a Nookal API key
This information is based on the official instructions from nookal. If these instructions are out...