SIF Health & Safety-net Support Centre
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Knowledge base
SIF Health Support (see section below for Safety-net)
SIF Health Getting Started
10
How to further benefit from the time/ admin saving SIF Health features
5 must read tips to maximise success
How to add / amend a service and its price
Add a book now button to your website & social media
Minimum Notice Time For Online Bookings
View all 10
Financial/ Taking Payments/ Crezco
11
Stripe payments
How to set up your Crezco account for 0.49% payment processing fees
How to use Crezco once the account is set up
How to use invoicing
How do I refund a no show or last minute cancellation customer?
View all 11
Business Hours, Rotas and Availability
4
How to set rota hours (automatic or manual) & buffer times
My hours aren't showing correctly to clients?
How do I change my rota for a one off week?
How do I create a new event/ block my diary
Patient/Client Notes, Consent and Templates
11
How to create templates, send to clients and/or use for case notes?
How do I get consent from clients and/or for them to agree to Ts & Cs?
How to view, add, and edit client notes/ profile (including templates automatically sent prior to the appointment)
How to create a new client record
How to import existing clients records
View all 11
Bookings
11
Creating, amending and cancelling appointments/bookings
How to get bookings from your Facebook page
How do I know I've received a booking?
Adding a childrens record or client using an existing email address
How to get more bookings from Google: add 'Appointments' URL to your Google My Business account
View all 11
Forms, Custom Emails, and Notifications
4
Custom Emails / Automated Emails
What notifications are sent to clients and/or specialists?
Client says they haven't received the email?
Sending additional forms/templates to clients
Multiple Locations/ Mobile Therapist
3
Can I have more than one location per account?
Can I be a mobile therapist and on SIF Health
How to set up a new specialist
Wider Benefits
4
Partner Offers
Events
Get published with leading brands
Contributors guide to producing content
External Calendar Syncing
10
How to sync with additional external calendars
How to sync availability from a Google calendar
How to sync with an Apple calendar
How to sync availability from a Cliniko calendar
How to sync availability from a Setmore calendar
View all 10
Business Features e.g. Discount Codes and Room Bookings
4
Discount Codes
Room Bookings
Setting Up Online Consultations
Date of Last & Next Appointments
Attracting more clients
4
How to get more clients to book an appointment
How should I describe my business?
How do I improve my profile and attract more clients?
Entering sports and/or injury expertise
Integrations
1
How to integrate with Mailchimp & Active Campaign
Cancellations
2
What happens if a client cancels?
Cancelling an appointment
Account
8
How to close my account & export my data
How to update card details/ unlock my account
Two Factor Authentication
How to conduct a password reset
Credentials and Permissions - Add/Edit Additional Users
View all 8
Safety-net Support
Member FAQs
4
Business User Sign Up FAQs
Why are some menu items locked and how do I unlock them?
My client hasn't received the email?
Client has not been returned by a regulated clinician
Regulated Clinicians
5
Accessing referral notes or a client Safety-net questionnaire answers
What is the definition for a regulated clinician?
Partially approval applications reasons
Unlocking greyed out menu items for Regulated Clinicians
How much should I charge for a Safety-net assessment?
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