Pogozo

Alex Forde

Using Pogozo  

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 a treatment note for events such as calls with the case manager or GP without linking it to an appointment.

How to create a treatment 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

Appointment wait list

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

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

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

Print Invoice for Client

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?

Adding referrers, case managers, third party billers or other professional contacts

Add a contact to a client's profile

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 Email an Invoice

Paying an invoice

How to Print an Invoice

How to collate unpaid invoices

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

Create an invoice

Finances

Adding a membership to a client's account

Create recurring or non-recurring 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

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

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