Search Results

This procedure is only useful for tenants connected to Nookal who are wanting additional types of data Most of your Nookal data is available via the Nookal API, including data about locations, practitioners, patients, appointments, service types and more. The...

Some patient-focused metrics in The BOS can be applied to multiple practitioners but should really only be attributed to their 'primary' practitioner. This is best described with an example: Edmund has been visiting the practice regularly over the last year...

Many of the most important metrics in the Mega Report and Practitioner report relate to clients.  While you might instinctively understand concepts like 'new clients' and 'attrition', a precise definition of who counts as a new client is muddied by the exact ...

There are a few reasons why you might have a client with an active membership in The BOS but the client's appointments are not getting billed off. Start investigating the issue by visiting the Memberships page and finding the relevant membership: Log in to...

Each lead in your system can be associated with an appointment (consult or class). This is done automatically by the system based on a set of preset rules. Contact BOS support if you wish to customise these conditions. Each appointment can only be associated...

The BOS Terms and Conditions, also known as an End User License Agreement is shown on the signup screen when you are first setting up your business and is required to be accepted before you can continue.  You can find the terms here: https://app.thebos.com.au...

Before reading this, make sure you understand the New Client Definition Cross sells are identified as "What would be considered a 'New Client' if we ignored appointments of other professions, but isn't actually a 'New Client'.  Example Emily has been visi...

The Invoice Shipper collects invoices from Nookal and sends the invoice to Xero. Xero has stricter rules about what an invoice can include so sometimes a "valid" Nookal Invoice won't be accepted by Xero. This page explains the most common reasons to help you u...

Each lead has an optional property called 'Next Contact Date'. This is actually a specific date and time (not just a date).  You would typically use this for situations including: When the client asks for a call / meeting at a specific time (EG: "call me...

The BOS supports multifactor authentication (MFA), also known as two-factor authentication (2FA), using time- based one-time password (TOTP) codes. MFA makes your account much more secure. Even if somebody knows your username and password, they still nee...

After connecting The BOS to Xero all of your invoices will be imported into the system and that data will then appear on reports.  If you are wanting to control where invoices are assigned or ignore certain types of invoices then the correct way to do that is...

Travel Report is only available on 'Entry' and higher plans Travel Report uses your practitioners calendars to determine travel time and distance using Google Maps.  This data can be reported in two ways:  On screen for a selected practitioner and week: p...

How to report an issue There are two methods to report an issue: Use the support email address (available upon request) to email details of your issue. Anybody you include in the CC line will also be attached to the issue (maximum 5 CC addresses) and every...

What it is Using The BOS you can look at a list of uninvoiced appointments and generate invoices for them in bulk. The filtering and bulk adjustment options allow you to quickly specify exactly how you want appointments to be billed. This currently saves tim...

The BOS doesn't allow you to merge two clients from the same data source, they must be merged in the datasource itself. For example: merge the patients inside Nookal, or merge clients in hubspot, then BOS will pick up the changes.  Unfortunately, Stripe doesn...

You can integrate Contact Form 7 with The BOS so that The BOS will get a copy of all form submissions done through your website. This means you will see form submissions a client has done when looking at their lead in The BOS.  Data is sent to The BOS as the ...

Practitioners have a nickname property which appears throughout The BOS. Where does this data come from? This field is not linked to data in external systems so the data must be entered directly into The BOS. If a practitioner doesn't have a nickname specif...

The BOS Invoicing System is a collection of separate but related subsystems related to different functions relating to invoicing Subsystem Description Benefit Status DataConnections Receive invoices between external sources (EG: Nookal, Cliniko...

Form Submissions and Leads (also known as Deals or Opportunities in other systems) are two completely separate types of data. These are often misunderstood to be the same type of data as in many marketing systems every form submission results in a lead being ...

Timing of charges Tenants are charged a prorata amount for the remainder of the current month when first subscribing to The BOS. Tenants are charged the full monthly amount at the start of each month which covers the whole month. Practitioner / Location...