Pogozo

Alex Forde

Pogozo for Businesses  

Calendar Filters

What is the Class Calendar?

what will I see on the appointment calendar

What is the Appointment Calendar?

How to View a Specific Date

Manage your class and appointment bookings via the calendar.

Calendar

Write a note such as "Check medicare details" or "Give x-rays back" on an appointment to remind you at the time of the appointment.

How to write a note on an appointment

You can write an appointment notes for events such as calls with the case manager or GP without linking it to an appointment.

How to create an appointment note without linking it to an appointment.

Book your clients in for recurring appointments at any frequency.

Creating Recurring Appointments

What are Multi-Practitioner Appointments?

Edit an Appointment

Create a Client Recall

Change the Appointment Status

Cancel an Appointment

Rebooking appointments for the same client

Booking another appointment for the same client

How to remove clients from the waitlist

How to add clients to your appointment waitlist in Pogozo

Treatment plans can help you keep track of your client's treatment blocks or treatment limits.

How to add a treatment plan to a client’s profile

From booking confirmations and reminders to follow ups when clients cancel or no show.

Appointment and class communications

Appointments 

Add Notes for All

You can create recurring class bookings for your clients

Creating recurring class bookings

Edit Class

Sign Clients into Class

Create Class

How to mark a client as a 'No Show' to a Class

Marking a client as 'no show' to class

Cancel Client's Class Booking

Cancel Class

Add Client to Class

How to Delete a Class in Pogozo

How to add clients to a class waitlist

Set your class timetable or schedule one off classes

How to create a class schedule

Classes

Creating a task for myself or team members

How to create a task

What are tasks?

Repeating Task

How to re-assign a task to someone else using Pogozo

Assigning a task

Tasks

How do I add a new team member to our Pogozo software?

Add New Team Member

What are Team Member Private Notes?

What are Team Member Documents

Editing Team Member Details

Add your admin, coaching and practitioner team members to your Pogozo account.

My team 

Adding a new team member

Add multiple provider numbers for different locations for appropriate invoicing.

Adding provider numbers and professional reference numbers for practitioners

Assign which appointent types are bookable for your individual practitioners.

Allocating appointment types to a Practitioner

How to create, update or delete a team members schedule

Creating or changing a practitioner's schedule

When a team member is leaving your business making them inactive ensures they no longer have access to their account.

How to make a team member inactive (and active again).

Team members 

Roles

Give your team members access to different parts of your business with permissions.

Permissions

Roles and permissions

Edit Client Payment Method

Make sorting your clients easy with customisable tags

Adding tags to a client's profile

Add a new Client

Add New Invoice for Client

Making a client a dependent allows their guardian to manage their account.

Making a client a dependent

Adding a goal for a Client

How to add family members to a client account

Adding Client's Family

Assign Concession Type to a Client

Viewing Client Information

Viewing a Client's Class Bookings

Viewing a Client's Appointments

View Client Invoices

View Client Documents

View Appointment Notes

Print Invoice for Client

Create new Appointment Note

how to delete client documents from their profile

Delete Client Documents

Send Invoice to Client

When one client wants emails and another wants SMS global settings just don't cut it. Now you and your clients can set their individual communication preferences.

How to set individual client communication preferences

Clients

what is the difference between gender and gender identity

Gender -v- Gender Identity

Editing Client Information

In Pogozo, you can make any client a dependent or guardian of another client.

What are dependents and guardians?

Client details 

You can add documents to a clients profile including letters, PDFs, waivers, contracts and more.

Adding documents to a client's profile

Edit Client Documents

How to send a contract or waiver via email for digital signing.

Create New Client Document

How to export client treatment notes

Client documents 

How to Book an Appointment

Appointments, classes and memberships 

Add a client's payment method

Create New Invoice

How to Edit an Invoice

How to Email an Invoice

How to Pay an Invoice

How to Print an Invoice

How to View an Invoice

How to collate unpaid invoices

How to send collated invoices to the client or an alternate billing contact.

Finances

Adding a membership to a client's account

Create memberships

Cancelling a Client's Membership

Memberships

Create contacts (such as doctors and case managers) and link them to businesses and clients

Contacts and Business Contacts

Contacts

In Pogozo there are lots of ways you can communicate with your clients. Between the communication hub, automated sequences and appointment and class specific notifications there are options for all…

How to send emails, SMS, or push notifications from a client’s profile

Communications 

Customise email communications for your business

How to create or edit email templates

How to edit the Pogozo default email templates

Editing default email templates

Create New Email

Email 

How to edit your SMS templates

Create new SMS templates

Two way SMS allows your to send and receive SMS text messages from a centralised inbox.

Send and receive SMS through Pogozo's Inbox

Send push notifications to your clients via the Pogozo mobile app

How to create new push notification templates

What are the default notification templates in Pogozo and how to edit them

How to edit push notification templates

In-app notifications 

Linking a Client to a Task

How to create an audience for emails and SMS

Creating audiences

Creating an Everyone Audience

Create an audience to recall clients who haven't been in for a while

Creating a recall audience

Audiences

Getting the most of out of your automated sequences.

Automated Sequences

Create an automated sequence to celebrate your client's milestones

Create a milestone automated sequence

Put your marketing and communications on auto-pilot! 

Automated sequence 

How to Add a New Shop Item

how to manage variant stock levels in my shop

How to Manage Shop Variant Stock Levels

What are Shop Variants?

How to Edit a Shop Item

How to Activate/Disable a Shop Item

Shop

How do I add a practitioner or a coach to the invoice

Adding Practitioners or Coaches to Invoices

Create invoices and process payments all in one place.

Finances 

Create a billable item

Setting up your currency and tax types

Create a new concession type

Creating a discount code

Tiered pricing? Third party billing? Now you can create one billable item for multiple pay rates.

How to set different rates and item codes for the same billable item

Finances settings

How to void an invoice

What to do when your client's payment has been declined.

Declined payments - Stripe

Processing online payments through Pogozo is easy

How to pay an invoice with Stripe

Send invoices to third parties such as WordCover, insurance companies or employers.

Sending invoices to third parties

How to process the medicare rebate for clients

Creating medicare patient claims

Invoices and payments 

Client Reports

Practitioner Reports

Financial Reports

Viewing reports for Appointment, Classes and Memberships

Appointment, Class & Membership Reports

Shop Reports

Get details on your clients, finances, team and more. 

Reports 

FAQ: The item code is not showing on the invoice

FAQs

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.