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How to Categorise a Stripe Membership to an Org Node
It is important to understand the membership performance of each layer of your org node to catego...
How to use The BOS Help Desk
How to report an issue There are two methods to report an issue: Use the support email addres...
Travel Report
Travel Report is only available on 'Entry' and higher plans Travel Report uses your practitioner...
Client Metrics: Unique, New, Attrition, Hours
Many of the most important metrics in the Mega Report and Practitioner report relate to clients. ...
Terms & Conditions / End User License Agreement / Privacy Policy
The BOS Terms and Conditions, also known as an End User License Agreement is shown on the signup ...
Categorisation in The BOS
Definitions Before we go into detail, here are the key terms to understand: Term Definit...
Xero Invoices and Tracking Categories
After connecting The BOS to Xero all of your invoices will be imported into the system and that d...
Multifactor Authentication in The BOS (2FA)
The BOS supports multi factor authentication (MFA) also known as two factor authentication (2FA) ...
Lead 'Next Contact Date'
Each lead has an optional property called 'Next Contact Date'. This is actually a specific date a...
'Cross Sells' Metric
Before reading this, make sure you understand the New Client Definition Cross sells are identifi...
Lead 'Associated Appointment' linking
Each lead in your system can be associated with an appointment (consult or class). This is done ...
Membership Lifecycle & Invoicing
Definitions Term Data Source Description Stripe Subscription Stripe A Subscriptio...
Troubleshooting Memberships not billing classes
There are a few reasons why you might have a client with an active membership in The BOS but the ...
How 'Practitioner Assignment' Works
Some patient-focused metrics in The BOS can be applied to multiple practitioners but should reall...
Getting additional data from Nookal
This procedure is only useful for tenants connected to Nookal who are wanting additional types of...
DeDuplicating (Merging) Patients and Practitioners
What is DeDuplication (Merging)? In some situations you can end up with two entries in the syste...
Membership 'Cheat Sheet': Where is my revenue?
Summary The BOS Membership module reads the Stripe Subscriptions and attempts to "update" the in...
How to Import Leads
There are four main ways that Leads will be created in The BOS: Automatically by The BOS when ...
Memberships Introduction & Benefits
Benefits of the Memberships System Automated Billing in Nookal saves time and prevents errors. ...
Memberships Setup & Management
This document is for General Managers who want to set up the Memberships system or add new types ...