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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...
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...
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...