SIF Health & Safety-net Support Centre

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

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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?

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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

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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

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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

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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

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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?