# Pogozo | Brisbane QLD Help Center

> How-to guides from the Pogozo Team

## Getting started with Pogozo

- [Creating an account with Pogozo](https://help.pogozo.com/en/articles/9187181-creating-an-account-with-pogozo.md): How to create an account with Pogozo
- [Logging into Pogozo](https://help.pogozo.com/en/articles/9187306-logging-into-pogozo.md): How to login to your Pogozo Account
- [Reset your password](https://help.pogozo.com/en/articles/9176278-reset-your-password.md): Forgotten your password? No worries! You can reset it anytime.
- [How to get help with Pogozo](https://help.pogozo.com/en/articles/12455989-how-to-get-help-with-pogozo.md): Our customer service team is here to help anyway they can
- [30 Day Free Trial](https://help.pogozo.com/en/articles/9187319-30-day-free-trial.md): What is the 30 Day Free Trial?
- [How to use Pogozo Demo Data](https://help.pogozo.com/en/articles/14479821-how-to-use-pogozo-demo-data.md): Demo Data lets you explore Pogozo from day 1 without having to set anything up.

## Switching to Pogozo 

- [Set up for classes only](https://help.pogozo.com/en/articles/12956764-set-up-for-classes-only.md): Testing the waters by starting with just classes? Here is the best way to set up.
- [Pogozo data transfer](https://help.pogozo.com/en/articles/11063962-pogozo-data-transfer.md): Information on the Pogozo data transfer process. You might think of it as data import or data upload.
- [Before your data transfer](https://help.pogozo.com/en/articles/10345139-before-your-data-transfer.md): What can you do before your data is transferred into Pogozo
- [After your data transfer is complete](https://help.pogozo.com/en/articles/10345308-after-your-data-transfer-is-complete.md): Once your data transfer is complete, what next?
- [Go-Live with Pogozo check list](https://help.pogozo.com/en/articles/10212725-go-live-with-pogozo-check-list.md): A recommendation for switching to Pogozo
- [Switching from Cliniko to Pogozo](https://help.pogozo.com/en/articles/9737691-switching-from-cliniko-to-pogozo.md)
- [Switching from Nookal to Pogozo](https://help.pogozo.com/en/articles/9738594-switching-from-nookal-to-pogozo.md): Transfer your data form Nookal to Pogozo
- [Switching from MindBody to Pogozo](https://help.pogozo.com/en/articles/9738605-switching-from-mindbody-to-pogozo.md)
- [Switching from another PMS to Pogozo](https://help.pogozo.com/en/articles/10763801-switching-from-another-pms-to-pogozo.md)
- [Transferring your account on your own](https://help.pogozo.com/en/articles/9244613-transferring-your-account-on-your-own.md): Moving to Pogozo from another system? We've made a DIY version so you can transfer your data on your own.
- [Using Pogozo Data Transfer Templates](https://help.pogozo.com/en/articles/9530232-using-pogozo-data-transfer-templates.md): A quick guide to help you transfer your data to the Pogozo templates.
- [Transfer data - Team members](https://help.pogozo.com/en/articles/9302872-transfer-data-team-members.md): Transferring your team from your old system into Pogozo.
- [Transfer data - Clients](https://help.pogozo.com/en/articles/9302877-transfer-data-clients.md): Transferring your clients from your old system into Pogozo
- [Transfer data - Billable items](https://help.pogozo.com/en/articles/9302880-transfer-data-billable-items.md): Transferring our billable items from your old system into Pogozo
- [Transfer data - Invoices](https://help.pogozo.com/en/articles/9302883-transfer-data-invoices.md): Transferring your Invoices from your old system into Pogozo.
- [Transfer data - Invoice items](https://help.pogozo.com/en/articles/9302886-transfer-data-invoice-items.md): Transferring your Invoice Items from your old system into Pogozo.
- [Transfer data - Appointment types](https://help.pogozo.com/en/articles/9302888-transfer-data-appointment-types.md)
- [Transfer data - Appointments](https://help.pogozo.com/en/articles/9302891-transfer-data-appointments.md): Transferring your appointments past and future from your old system
- [Transfer data - Treatment notes](https://help.pogozo.com/en/articles/9302895-transfer-data-treatment-notes.md): Transferring treatment notes from your old system into Pogozo
- [Sharing Pogozo with your clients](https://help.pogozo.com/en/articles/9750930-sharing-pogozo-with-your-clients.md)
- [Introducing your clients to Pogozo after switching from another system](https://help.pogozo.com/en/articles/9750852-introducing-your-clients-to-pogozo-after-switching-from-another-system.md)

## Setting up Pogozo

- [Getting started for new businesses not transferring from other practice management systems](https://help.pogozo.com/en/articles/9232823-getting-started-for-new-businesses-not-transferring-from-other-practice-management-systems.md): Navigating the onboarding task list from scratch
- [Adding a new location](https://help.pogozo.com/en/articles/9187861-adding-a-new-location.md): Wondering how to add a new location? Follow these simple steps
- [Add or change your business logo](https://help.pogozo.com/en/articles/9187906-add-or-change-your-business-logo.md): Wanting to change or add your Logo to your account?
- [Using the QR code](https://help.pogozo.com/en/articles/9219325-using-the-qr-code.md): How to use the QR code
- [Edit your business information](https://help.pogozo.com/en/articles/9758859-edit-your-business-information.md): How to edit your business details.
- [Add peak hours](https://help.pogozo.com/en/articles/9759186-add-peak-hours.md)
- [Paying for SMS](https://help.pogozo.com/en/articles/9219339-paying-for-sms.md): Sending SMS to your clients is easy - no prepayment required.
- [Starting your Pogozo subscription](https://help.pogozo.com/en/articles/9302927-starting-your-pogozo-subscription.md): Continuing with Pogozo after your free trial
- [Updating payment details for your Pogozo subscription](https://help.pogozo.com/en/articles/9219370-updating-payment-details-for-your-pogozo-subscription.md): Keep your billing information up to date for your Pogozo subscription
- [Changing your subscription level](https://help.pogozo.com/en/articles/9774289-changing-your-subscription-level.md)
- [Integrations](https://help.pogozo.com/en/articles/16046884-integrations.md): Connect your Pogozo account with apps that integrate.
- [Appointment calendar settings](https://help.pogozo.com/en/articles/9195849-appointment-calendar-settings.md): Set your calendar up just the way you want it.
- [Create appointment categories](https://help.pogozo.com/en/articles/9195901-create-appointment-categories.md): Appointment categories allow for easy sorting and reporting
- [How to create appointment types](https://help.pogozo.com/en/articles/9254752-how-to-create-appointment-types.md): Adding new appointments to your Pogozo account
- [Requesting pre-payments for appointment bookings](https://help.pogozo.com/en/articles/9302952-requesting-pre-payments-for-appointment-bookings.md): You can get pre-payments when your clients book online or through the mobile app.
- [Multi practitioner appointments](https://help.pogozo.com/en/articles/9296061-multi-practitioner-appointments.md): For case conferences or complex cases
- [Creating or editing the class schedule](https://help.pogozo.com/en/articles/9218758-creating-or-editing-the-class-schedule.md): Create a recurring class schedule
- [Class calendar settings](https://help.pogozo.com/en/articles/9254818-class-calendar-settings.md): Setting up your calendar for class bookings
- [How to create class types](https://help.pogozo.com/en/articles/9255494-how-to-create-class-types.md): CrossFit, Pilates, Yoga, Zumba or Judo you can create any type of class!
- [Discontinue a class](https://help.pogozo.com/en/articles/10630525-discontinue-a-class.md): How to discontinue a class
- [Adding background colours to your calendar locations](https://help.pogozo.com/en/articles/12977724-adding-background-colours-to-your-calendar-locations.md): Make your location POP by adding colours to your calendar
- [Membership Update](https://help.pogozo.com/en/articles/15956458-membership-update.md): An overview of our new membership features.
- [Membership type settings reference guide](https://help.pogozo.com/en/articles/15560425-membership-type-settings-reference-guide.md): A membership type defines the rules, pricing, and inclusions that apply every time a client joins that membership.
- [How to make practitioners available for online and mobile app bookings](https://help.pogozo.com/en/articles/10505591-how-to-make-practitioners-available-for-online-and-mobile-app-bookings.md): FAQ- My practitioners are not showing up in the online bookings or mobile app.
- [How to set up online appointment bookings](https://help.pogozo.com/en/articles/15271953-how-to-set-up-online-appointment-bookings.md): Everything you need to set up online appointment bookings in Pogozo — from making practitioners available and creating website booking links, to requiring pre-payment and managing practitioner noti...
- [How to set up online class bookings](https://help.pogozo.com/en/articles/15282823-how-to-set-up-online-class-bookings.md): Everything you need to create a class timetable booking link for your website.
- [How to configure your online booking settings](https://help.pogozo.com/en/articles/15284388-how-to-configure-your-online-booking-settings.md): These settings control how clients book themselves into appointments and classes through your public booking pages or the Pogozo App.
- [Creating a waiver](https://help.pogozo.com/en/articles/9255699-creating-a-waiver.md): Waivers help keep your clients and your business safe
- [Editing and updating a waiver](https://help.pogozo.com/en/articles/9255721-editing-and-updating-a-waiver.md): Update your waiver contents
- [Creating a contract](https://help.pogozo.com/en/articles/9255723-creating-a-contract.md): Create contracts for your memberships and class passes
- [Editing and updating contracts](https://help.pogozo.com/en/articles/9255730-editing-and-updating-contracts.md): Update your contract contents
- [Creating your businesses privacy policy and terms and conditions.](https://help.pogozo.com/en/articles/9283532-creating-your-businesses-privacy-policy-and-terms-and-conditions.md)
- [Create document templates](https://help.pogozo.com/en/articles/9255732-create-document-templates.md): Create documents with ease by having a template for documents you create often.
- [Creating a treatment note template](https://help.pogozo.com/en/articles/9256312-creating-a-treatment-note-template.md): Set up unlimited templates for your team to use when writing class and appointment treatment notes
- [Create body chart template](https://help.pogozo.com/en/articles/9755228-create-body-chart-template.md)
- [Document settings](https://help.pogozo.com/en/articles/9755231-document-settings.md)
- [Forms: creating and sharing forms with clients](https://help.pogozo.com/en/articles/15438413-forms-creating-and-sharing-forms-with-clients.md): How to create forms, attach them to appointments and classes for online booking, and send them via email, SMS, or push.
- [Set up an email for clients to reply to](https://help.pogozo.com/en/articles/9759196-set-up-an-email-for-clients-to-reply-to.md): Emails get sent from a centralised Pogozo account but you can make sure your client replies come directly to you!
- [How to use placeholders in your communications](https://help.pogozo.com/en/articles/15125228-how-to-use-placeholders-in-your-communications.md): Pogozo has a number of placeholders \(also known ad data points or merge points\) that automatically populate real details when the email, SMS and push notification is sent. This guide explains what ...
- [Create and manage fancy email templates](https://help.pogozo.com/en/articles/15161309-create-and-manage-fancy-email-templates.md): A fancy email is a visually rich email format that lets you design more complex email templates - perfect for creating communications that match your brand.
- [How to manage tags](https://help.pogozo.com/en/articles/13836629-how-to-manage-tags.md): Create tags, apply them to client profiles, and use them as a filter in your communications.
- [How to manage email templates](https://help.pogozo.com/en/articles/15250224-how-to-manage-email-templates.md): Learn how to create, edit, and delete your simple email templates.
- [How to manage SMS templates](https://help.pogozo.com/en/articles/15260140-how-to-manage-sms-templates.md): Learn how to create, edit, and delete your SMS templates
- [Automated communications](https://help.pogozo.com/en/articles/16046689-automated-communications.md): More than confirmation and reminders the automated communications are a collection of ready to go SMS, email and push notifications.
- [Global notification settings](https://help.pogozo.com/en/articles/16143297-global-notification-settings.md): The global notification settings allows you to be able to turn on/off emails, SMS and push notifications for groups of communications.
- [How to set up and use referral categories](https://help.pogozo.com/en/articles/16448122-how-to-set-up-and-use-referral-categories.md)
- [Invoice Settings](https://help.pogozo.com/en/articles/16059158-invoice-settings.md): How to set your invoice start number, add terms, payment instructions, and next booking details to your invoices.
- [Is the Pogozo subscription fee in AUD?](https://help.pogozo.com/en/articles/10344690-is-the-pogozo-subscription-fee-in-aud.md)
- [Website links](https://help.pogozo.com/en/articles/12956732-website-links.md): Add these links to your website to answer some of your clients FAQs
- [FAQ: My SMS are not sending](https://help.pogozo.com/en/articles/10505933-faq-my-sms-are-not-sending.md): Troubleshooting when your SMS are not sending
- [FAQ: Adding a membership with sessions already used](https://help.pogozo.com/en/articles/16068271-faq-adding-a-membership-with-sessions-already-used.md): How do I add a membership into Pogozo that has been partially used in another system?
- [FAQ: How can I disable automated invoice emails](https://help.pogozo.com/en/articles/16433866-faq-how-can-i-disable-automated-invoice-emails.md): How to stop invoices being sent automatically.

## Pogozo for Team Members 

- [Team members signing into Pogozo for the first time](https://help.pogozo.com/en/articles/13284325-team-members-signing-into-pogozo-for-the-first-time.md): Sign into Pogozo for the first time
- [What is on the Dashboard?](https://help.pogozo.com/en/articles/9774297-what-is-on-the-dashboard.md): What does my dashboard include
- [Calendar filters](https://help.pogozo.com/en/articles/9775289-calendar-filters.md): Set up your calendar filters to show your preferences
- [Understanding the chips in the calendar](https://help.pogozo.com/en/articles/15188855-understanding-the-chips-in-the-calendar.md): Chips are colour coded visual flags that alert you to important details about each client.
- [Viewing My Tasks](https://help.pogozo.com/en/articles/9774341-viewing-my-tasks.md): Viewing and searching tasks
- [Viewing Tasks Linked to Clients](https://help.pogozo.com/en/articles/9774351-viewing-tasks-linked-to-clients.md): how to view a task linked to a client
- [Viewing Tasks Due on a Specific Day](https://help.pogozo.com/en/articles/9774364-viewing-tasks-due-on-a-specific-day.md)
- [Automated task settings](https://help.pogozo.com/en/articles/9759372-automated-task-settings.md): How to update automated task settings including allocation and turning them on/off.
- [How to send a document via email](https://help.pogozo.com/en/articles/12384101-how-to-send-a-document-via-email.md): Send your documents, letter and contracts to clients or other third parties.
- [How usernames work in Pogozo](https://help.pogozo.com/en/articles/16050321-how-usernames-work-in-pogozo.md): Learn how to find, update, and troubleshoot client usernames.
- [How to void an invoice](https://help.pogozo.com/en/articles/9783830-how-to-void-an-invoice.md): Void an invoice or payment.
- [Resetting your password via the mobile app.](https://help.pogozo.com/en/articles/9861923-resetting-your-password-via-the-mobile-app.md): Whether you're signing in for the first time or you have just forgotten your password and want to update it on the fly.
- [Signing into the mobile app - Team members](https://help.pogozo.com/en/articles/9861916-signing-into-the-mobile-app-team-members.md): Signing in for the first time or just swapping between businesses.
- [FAQ - Why can't I write a treatment notes for a class or appointment](https://help.pogozo.com/en/articles/11989886-faq-why-can-t-i-write-a-treatment-notes-for-a-class-or-appointment.md)
- [FAQ How can I tell if a treatment note has been written for my client's appointment or class?](https://help.pogozo.com/en/articles/11990301-faq-how-can-i-tell-if-a-treatment-note-has-been-written-for-my-client-s-appointment-or-class.md)

## Using Pogozo 

- [What is the Class Calendar?](https://help.pogozo.com/en/articles/9775280-what-is-the-class-calendar.md): What do I use the class calendar for?
- [What is the Appointment Calendar?](https://help.pogozo.com/en/articles/9775284-what-is-the-appointment-calendar.md): what will I see on the appointment calendar
- [How to View a Specific Date](https://help.pogozo.com/en/articles/9783699-how-to-view-a-specific-date.md): how do I select and view a specific date
- [Calendar icons and symbols](https://help.pogozo.com/en/articles/12584277-calendar-icons-and-symbols.md): The icon on the calendar appointments or classes gives information about the booking at a glance.
- [How to write a note on an appointment](https://help.pogozo.com/en/articles/11091329-how-to-write-a-note-on-an-appointment.md): 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 create a treatment note without linking it to an appointment.](https://help.pogozo.com/en/articles/11091458-how-to-create-a-treatment-note-without-linking-it-to-an-appointment.md): You can write a treatment note for events such as calls with the case manager or GP without linking it to an appointment.
- [Creating Recurring Appointments](https://help.pogozo.com/en/articles/9783720-creating-recurring-appointments.md): Book your clients in for recurring appointments at any frequency.
- [What are Multi-Practitioner Appointments?](https://help.pogozo.com/en/articles/9783719-what-are-multi-practitioner-appointments.md)
- [Create a Client Recall Task](https://help.pogozo.com/en/articles/9783759-create-a-client-recall-task.md): How do I create a client recall task?
- [Change the Appointment Status](https://help.pogozo.com/en/articles/9783760-change-the-appointment-status.md): Changing a client appointment status.
- [Booking another appointment for the same client](https://help.pogozo.com/en/articles/9783757-booking-another-appointment-for-the-same-client.md): Rebooking appointments for the same client
- [How to remove clients from the waitlist](https://help.pogozo.com/en/articles/12017207-how-to-remove-clients-from-the-waitlist.md)
- [How to manage the appointment waitlist](https://help.pogozo.com/en/articles/11993867-how-to-manage-the-appointment-waitlist.md): How to add clients to your appointment waitlist and manage the automated communications.
- [How to add and manage treatment plans](https://help.pogozo.com/en/articles/12012082-how-to-add-and-manage-treatment-plans.md): Create new treatment plans and link them to you client's bookings
- [Appointment and class communications](https://help.pogozo.com/en/articles/9788720-appointment-and-class-communications.md): From booking confirmations and reminders to follow ups when clients cancel or no show.
- [Adding appointments to the calendar](https://help.pogozo.com/en/articles/15430910-adding-appointments-to-the-calendar.md): How to create appointment bookings, recurring bookings, and multi practitioner appointments.
- [How to manage appointments](https://help.pogozo.com/en/articles/15432100-how-to-manage-appointments.md): Everything you need to rebook, edit, and cancel appointments in Pogozo.
- [Add Notes for All](https://help.pogozo.com/en/articles/9783789-add-notes-for-all.md)
- [Creating recurring class bookings](https://help.pogozo.com/en/articles/11091666-creating-recurring-class-bookings.md): You can create recurring class bookings for your clients
- [Edit Class](https://help.pogozo.com/en/articles/9783769-edit-class.md): how to edit a class
- [Sign Clients into Class](https://help.pogozo.com/en/articles/9783793-sign-clients-into-class.md): how to sign a client into class
- [Create Class](https://help.pogozo.com/en/articles/9783766-create-class.md): How to Create a class on class calendar
- [Marking a client as 'no show' to class](https://help.pogozo.com/en/articles/9783802-marking-a-client-as-no-show-to-class.md): How to mark a client as a 'No Show' to a Class
- [Cancel Client's Class Booking](https://help.pogozo.com/en/articles/9783796-cancel-client-s-class-booking.md): How to cancel a client out of a class.
- [Cancel Class](https://help.pogozo.com/en/articles/9783771-cancel-class.md): How to cancel a class.
- [Add Client to Class](https://help.pogozo.com/en/articles/9783772-add-client-to-class.md): How do I add a client to the class?
- [How to Delete a Class in Pogozo](https://help.pogozo.com/en/articles/11980043-how-to-delete-a-class-in-pogozo.md)
- [How to create a class schedule](https://help.pogozo.com/en/articles/12056892-how-to-create-a-class-schedule.md): Set your class timetable or schedule one off classes
- [How to manage the class waitlist](https://help.pogozo.com/en/articles/16534677-how-to-manage-the-class-waitlist.md): How to enable the class waitlist, add clients, setup automated notifications and add them to a class when a space becomes available.
- [How to create a task](https://help.pogozo.com/en/articles/9755306-how-to-create-a-task.md): Creating a task for myself or team members
- [What are tasks?](https://help.pogozo.com/en/articles/9755304-what-are-tasks.md): Task management
- [Repeating Task](https://help.pogozo.com/en/articles/9757920-repeating-task.md): how to create a repeating task
- [Assigning a task](https://help.pogozo.com/en/articles/9283525-assigning-a-task.md): How to re-assign a task to someone else using Pogozo
- [What are Team Member Private Notes?](https://help.pogozo.com/en/articles/9758021-what-are-team-member-private-notes.md)
- [What are Team Member Documents](https://help.pogozo.com/en/articles/9758030-what-are-team-member-documents.md): team member documents
- [Editing Team Member Details](https://help.pogozo.com/en/articles/9758003-editing-team-member-details.md)
- [Adding a new team member](https://help.pogozo.com/en/articles/9256326-adding-a-new-team-member.md): How to add or edit team member profiles
- [Adding provider numbers and professional reference numbers for practitioners](https://help.pogozo.com/en/articles/9793002-adding-provider-numbers-and-professional-reference-numbers-for-practitioners.md): Add multiple provider numbers for different locations for appropriate invoicing.
- [Allocating appointment types to a Practitioner](https://help.pogozo.com/en/articles/9758081-allocating-appointment-types-to-a-practitioner.md): Assign which appointent types are bookable for your individual practitioners.
- [Creating or changing a practitioner's schedule](https://help.pogozo.com/en/articles/9758057-creating-or-changing-a-practitioner-s-schedule.md): How to create, update or delete a team members schedule
- [How to make a team member inactive \(and active again\).](https://help.pogozo.com/en/articles/11091518-how-to-make-a-team-member-inactive-and-active-again.md): When a team member is leaving your business making them inactive ensures they no longer have access to their account.
- [Roles](https://help.pogozo.com/en/articles/9087879-roles.md): What roles can I allocate for my team.
- [Permissions](https://help.pogozo.com/en/articles/9087937-permissions.md): Give your team members access to different parts of your business with permissions.
- [Edit Client Payment Method](https://help.pogozo.com/en/articles/9758503-edit-client-payment-method.md): Updating client payment details
- [Making a client a dependent](https://help.pogozo.com/en/articles/9758157-making-a-client-a-dependent.md): Making a client a dependent allows their guardian to manage their account.
- [Adding a goal for a Client](https://help.pogozo.com/en/articles/9758206-adding-a-goal-for-a-client.md): How to add new goals on a clients behalf
- [Adding Client's Family](https://help.pogozo.com/en/articles/9758141-adding-client-s-family.md): How to add family members to a client account
- [Assign Concession Type to a Client](https://help.pogozo.com/en/articles/9758684-assign-concession-type-to-a-client.md): Concessions for clients
- [Viewing Client Information](https://help.pogozo.com/en/articles/9758131-viewing-client-information.md): how to view a clients information
- [Viewing a Client's Class Bookings](https://help.pogozo.com/en/articles/9758219-viewing-a-client-s-class-bookings.md): how to see a clients class bookings
- [Viewing a Client's Appointments](https://help.pogozo.com/en/articles/9758212-viewing-a-client-s-appointments.md)
- [View Client Invoices](https://help.pogozo.com/en/articles/9758722-view-client-invoices.md)
- [Print Invoice for Client](https://help.pogozo.com/en/articles/9774471-print-invoice-for-client.md): how to print an invoice for a client
- [Send Invoice to Client](https://help.pogozo.com/en/articles/9774458-send-invoice-to-client.md): Emailing an invoice
- [How to set individual client communication preferences](https://help.pogozo.com/en/articles/12164336-how-to-set-individual-client-communication-preferences.md): 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 write a treatment note](https://help.pogozo.com/en/articles/16226158-how-to-write-a-treatment-note.md): Add treatment notes for your client's classes and appointments
- [Gender -v- Gender Identity](https://help.pogozo.com/en/articles/9774433-gender-v-gender-identity.md): what is the difference between gender and gender identity
- [What are dependents and guardians?](https://help.pogozo.com/en/articles/9774434-what-are-dependents-and-guardians.md): In Pogozo, you can make any client a dependent or guardian of another client.
- [Add a contact to a client's profile](https://help.pogozo.com/en/articles/12956717-add-a-contact-to-a-client-s-profile.md): Adding referrers, case managers, third party billers or other professional contacts
- [Managing client information](https://help.pogozo.com/en/articles/15372888-managing-client-information.md): How to add, edit, and merge client profiles.
- [Adding documents to a client's profile](https://help.pogozo.com/en/articles/9774441-adding-documents-to-a-client-s-profile.md): You can add documents to a client's profile including letters, PDFs, waivers, contracts and more.
- [How to send a contract or waiver via email for digital signing.](https://help.pogozo.com/en/articles/12004245-how-to-send-a-contract-or-waiver-via-email-for-digital-signing.md)
- [How to export client treatment notes](https://help.pogozo.com/en/articles/12149653-how-to-export-client-treatment-notes.md)
- [Managing client documents](https://help.pogozo.com/en/articles/12393366-managing-client-documents.md): Everything you need to manage client documents in Pogozo.
- [How to set up class categories](https://help.pogozo.com/en/articles/15252409-how-to-set-up-class-categories.md): Class categories let you group your class types so clients can find what they're looking for faster when booking online. They're optional, if your business only has a handful of class types, you ma...
- [How to set up cancellation and no-show fees](https://help.pogozo.com/en/articles/12296313-how-to-set-up-cancellation-and-no-show-fees.md): How to add automated cancellation and no-show penalties to your appointments and classes.
- [Add a client's payment method](https://help.pogozo.com/en/articles/9302955-add-a-client-s-payment-method.md)
- [How to Email an Invoice](https://help.pogozo.com/en/articles/9783828-how-to-email-an-invoice.md)
- [Paying an invoice](https://help.pogozo.com/en/articles/9783817-paying-an-invoice.md): Taking payments for your invoices.
- [How to Print an Invoice](https://help.pogozo.com/en/articles/9783829-how-to-print-an-invoice.md): how do I print an invoice
- [How to collate unpaid invoices](https://help.pogozo.com/en/articles/11091737-how-to-collate-unpaid-invoices.md)
- [How to send collated invoices to the client or an alternate billing contact.](https://help.pogozo.com/en/articles/12104662-how-to-send-collated-invoices-to-the-client-or-an-alternate-billing-contact.md)
- [Create an invoice](https://help.pogozo.com/en/articles/9758731-create-an-invoice.md): Creating invoices for clients
- [How to write off an invoice](https://help.pogozo.com/en/articles/16059485-how-to-write-off-an-invoice.md): Writing off an invoice clears its outstanding balance to $0 without recording a payment - useful when you've decided not to collect the amount owed but still want the invoice closed off.
- [Adding a membership to a client's account](https://help.pogozo.com/en/articles/9758238-adding-a-membership-to-a-client-s-account.md)
- [Create recurring or non-recurring memberships](https://help.pogozo.com/en/articles/9755140-create-recurring-or-non-recurring-memberships.md)
- [Cancelling a Client's Membership](https://help.pogozo.com/en/articles/9758240-cancelling-a-client-s-membership.md): how to cancel a clients membership
- [Why isn't my membership covering?](https://help.pogozo.com/en/articles/13836637-why-isn-t-my-membership-covering.md): Troubleshoot why a membership isn't applying to an invoice and how to fix it.
- [Contacts and Business Contacts](https://help.pogozo.com/en/articles/12519299-contacts-and-business-contacts.md): Create contacts \(such as doctors and case managers\) and link them to businesses and clients
- [How to send emails, SMS, or push notifications from a client’s profile](https://help.pogozo.com/en/articles/12165046-how-to-send-emails-sms-or-push-notifications-from-a-client-s-profile.md): Everything you need to send a one-off email, SMS, or push notification to a client directly from their profile in Pogozo Web.
- [How to set up and use custom referral sources](https://help.pogozo.com/en/articles/13836620-how-to-set-up-and-use-custom-referral-sources.md): Track how clients find your practice with custom referral sources and view referral reports.
- [How to send a mass communication](https://help.pogozo.com/en/articles/9774429-how-to-send-a-mass-communication.md): Send bulk emails, SMS, or push notifications to your clients in just a few steps - directly from the Communications Hub.
- [Send and receive SMS through Pogozo's Inbox](https://help.pogozo.com/en/articles/10344597-send-and-receive-sms-through-pogozo-s-inbox.md): Two way SMS allows your to send and receive SMS text messages from a centralised inbox.
- [How to create new push notification templates](https://help.pogozo.com/en/articles/9303240-how-to-create-new-push-notification-templates.md): Send push notifications to your clients via the Pogozo mobile app
- [How to edit push notification templates](https://help.pogozo.com/en/articles/9759220-how-to-edit-push-notification-templates.md): What are the default notification templates in Pogozo and how to edit them
- [Linking a Client to a Task](https://help.pogozo.com/en/articles/9774338-linking-a-client-to-a-task.md)
- [Creating audiences](https://help.pogozo.com/en/articles/9774377-creating-audiences.md): How to create an audience for emails and SMS
- [Creating an Everyone Audience](https://help.pogozo.com/en/articles/11098205-creating-an-everyone-audience.md)
- [Creating a recall audience](https://help.pogozo.com/en/articles/11098230-creating-a-recall-audience.md): Create an audience to recall clients who haven't been in for a while
- [Automated Sequences](https://help.pogozo.com/en/articles/10648058-automated-sequences.md): Getting the most of out of your automated sequences.
- [Create a milestone automated sequence](https://help.pogozo.com/en/articles/11274960-create-a-milestone-automated-sequence.md): Create an automated sequence to celebrate your client's milestones
- [How to manage shop items](https://help.pogozo.com/en/articles/15369761-how-to-manage-shop-items.md): Create and edit products, add variants, and perform a stocktake.
- [Adding Practitioners or Coaches to Invoices](https://help.pogozo.com/en/articles/9783811-adding-practitioners-or-coaches-to-invoices.md): How do I add a practitioner or a coach to the invoice
- [Create a billable item](https://help.pogozo.com/en/articles/9283537-create-a-billable-item.md): Creating a new billable Item in Pogozo
- [Setting up your currency and tax types](https://help.pogozo.com/en/articles/9738590-setting-up-your-currency-and-tax-types.md)
- [Create a new concession type](https://help.pogozo.com/en/articles/9755239-create-a-new-concession-type.md): How to create new concession types.
- [Creating a discount code](https://help.pogozo.com/en/articles/10630328-creating-a-discount-code.md): How to create a discount code
- [How to set different rates and item codes for the same billable item](https://help.pogozo.com/en/articles/12002794-how-to-set-different-rates-and-item-codes-for-the-same-billable-item.md): Tiered pricing? Third party billing? Now you can create one billable item for multiple pay rates.
- [Declined payments - Stripe](https://help.pogozo.com/en/articles/9812434-declined-payments-stripe.md): What to do when your client's payment has been declined.
- [How to pay an invoice with Stripe](https://help.pogozo.com/en/articles/9302940-how-to-pay-an-invoice-with-stripe.md): Processing online payments through Pogozo is easy
- [Sending invoices to third parties](https://help.pogozo.com/en/articles/10542975-sending-invoices-to-third-parties.md): Send invoices to third parties or alternate billers such as WordCover, insurance companies or employers.
- [Creating medicare patient claims](https://help.pogozo.com/en/articles/10630402-creating-medicare-patient-claims.md): How to process the medicare rebate for clients
- [How to process a refund](https://help.pogozo.com/en/articles/15467808-how-to-process-a-refund.md): Recording a refund in Pogozo
- [Reports](https://help.pogozo.com/en/articles/16304829-reports.md): An overview of all of the reports you'll find in Pogozo
- [Client Reports](https://help.pogozo.com/en/articles/9784668-client-reports.md): How to view Client Reports
- [Practitioner Reports](https://help.pogozo.com/en/articles/9784664-practitioner-reports.md): Reports by practitioner
- [Financial Reports](https://help.pogozo.com/en/articles/9784660-financial-reports.md): Viewing financial reports
- [Appointment, Class & Membership Reports](https://help.pogozo.com/en/articles/9784657-appointment-class-membership-reports.md): Viewing reports for Appointment, Classes and Memberships
- [Shop Reports](https://help.pogozo.com/en/articles/9784671-shop-reports.md)
- [Reports: Revenue](https://help.pogozo.com/en/articles/16196398-reports-revenue.md): The overall Revenue report \(Financials\): the Revenue over time chart, the Revenue details tables, and how tax, write-offs, discounts and the Paid/Accrued views work.
- [Reports: Paid vs Accrued revenue](https://help.pogozo.com/en/articles/16196387-reports-paid-vs-accrued-revenue.md): The difference between the Paid and Accrued revenue views on Financials reports, with a worked example.
- [Reports: Filters and date ranges](https://help.pogozo.com/en/articles/16196385-reports-filters-and-date-ranges.md): What each report filter and date control does. Location, Team member/Practitioner, Membership, type/category, and the All Time / Date Range / Single Day presets.
- [Reports: Printing and exporting](https://help.pogozo.com/en/articles/16196388-reports-printing-and-exporting.md): How to print a report as a PDF \(1,000-row cap\) or export the full filtered set to a spreadsheet, and how those versions differ from the on-screen table.
- [Reports: Cancellations](https://help.pogozo.com/en/articles/16196939-reports-cancellations.md): Appointments that were cancelled. The shared appointment list filtered to cancelled status. A list report — no calculations.
- [Reports: Birthdays](https://help.pogozo.com/en/articles/16196936-reports-birthdays.md): Client birthdays and current age. Explains that age uses a fixed 365-day divisor with no leap-year adjustment.
- [Reports: Clinic](https://help.pogozo.com/en/articles/16196772-reports-clinic.md): The Clinic Report's five KPI tiles: average lifetime value \(overall and by source\) and average length of engagement, with formulas.
- [Reports: Referrals](https://help.pogozo.com/en/articles/16196942-reports-referrals.md): Where your clients came from, by referral source, with each source's share of your client base. This report has no print or export.
- [Reports: Training manual](https://help.pogozo.com/en/articles/16196775-reports-training-manual.md): Team training progress \(X of Y complete, % and 'need help' count\); gated by the Training manual feature.
- [Reports: New memberships](https://help.pogozo.com/en/articles/16196834-reports-new-memberships.md): Memberships that started in the period, with a sign-up trend chart. A list report with no calculations.
- [Reports: Outstanding invoices](https://help.pogozo.com/en/articles/16196720-reports-outstanding-invoices.md): Invoices with money still owing, with Aged Debtors buckets and a Prepayment filter; Amount = remaining balance.
- [Reports: Pending Documents](https://help.pogozo.com/en/articles/16196945-reports-pending-documents.md): Outstanding paperwork shows incomplete client documents and outstanding form submissions in one list. A list report that contains no calculations.
- [Reports: Shop changes](https://help.pogozo.com/en/articles/16196992-reports-shop-changes.md): An audit trail of every stock adjustment \(item, date, ± quantity, who, reason\). A list report that has no calculations, no filters.
- [Reports: Appointments \(Clinic\)](https://help.pogozo.com/en/articles/16196766-reports-appointments-clinic.md): Per-practitioner appointment scorecard \(Clinic tab\): PVA, utilization, cancellation/DNA/re-booking rates, with worked examples.
- [Reports: Payment Summary](https://help.pogozo.com/en/articles/16196724-reports-payment-summary.md): Money taken by payment method with a payment-list detail; refunds reduce the method total.
- [Reports: Active memberships](https://help.pogozo.com/en/articles/16196831-reports-active-memberships.md): Active memberships over time, today's active breakdown by type \(the pie share is a client-side proportion of counts\), and the member list. Explains "active today".
- [Reports: Treatment plans](https://help.pogozo.com/en/articles/16196947-reports-treatment-plans.md): Client treatment plans with a derived Active/Inactive status and used/limit usage, plus the richest filter bar \(two independent date ranges\).
- [Reports: Classes \(Clinic\)](https://help.pogozo.com/en/articles/16196768-reports-classes-clinic.md): Per-coach class scorecard \(Clinic tab\): class PVA, capacity-based utilization, cancellation/DNA/re-booking rates, with worked examples.
- [Reports: Uninvoiced classes](https://help.pogozo.com/en/articles/16196722-reports-uninvoiced-classes.md): Class bookings not yet invoiced \(and not membership-covered\); needs a filter selected to run.
- [Reports: New clients](https://help.pogozo.com/en/articles/16196933-reports-new-clients.md): New clients over time with a Joined / First Attended metric and a filter-gated client list. A count-based list report.
- [Reports: Revenue by membership](https://help.pogozo.com/en/articles/16196715-reports-revenue-by-membership.md): Membership revenue by type over time, and why the "Average Revenue over time" chart is actually a period total, not a mean.
- [Reports: Revenue by classes](https://help.pogozo.com/en/articles/16196718-reports-revenue-by-classes.md): Class revenue by type over time; the "Revenue over time" chart shows a period total, not an average.
- [Reports: Revenue by appointments](https://help.pogozo.com/en/articles/16196716-reports-revenue-by-appointments.md): Appointment revenue by type over time, and why the "Average Revenue over time" chart shows a period total, not an average.
- [Reports: Did not arrive](https://help.pogozo.com/en/articles/16196938-reports-did-not-arrive.md): Appointments where the client did not show up \(no-shows\). The shared appointment list filtered to did-not-arrive status. A list report.
- [Reports: Cancelled/expired memberships](https://help.pogozo.com/en/articles/16196838-reports-cancelled-expired-memberships.md): Memberships that ended in a year \(cancelled or expired\), with a Status column and an Expired/Cancelled multi-select. A list report, it has no calculations.
- [Reports: Sold stock report](https://help.pogozo.com/en/articles/16196995-reports-sold-stock-report.md): How shop products are selling: summary + details tables, with the quantity-weighted Average Unit Price and Profit \(using the item's current cost price\).
- [Reports: Incomplete treatment notes](https://help.pogozo.com/en/articles/16196774-reports-incomplete-treatment-notes.md): Lists appointments missing their treatment notes; gated by treatment-notes access. The Action column is on-screen only.
- [Reports: No upcoming bookings](https://help.pogozo.com/en/articles/16196935-reports-no-upcoming-bookings.md): Clients with no future appointment or class booked, so you can follow up and re-book them. A list report with no calculations.
- [Reports: Revenue by team member](https://help.pogozo.com/en/articles/16196719-reports-revenue-by-team-member.md): Revenue per team member by source, with genuine per-appointment and per-class averages; a gated report.
- [Reports: Uninvoiced appointments](https://help.pogozo.com/en/articles/16196721-reports-uninvoiced-appointments.md): Appointments not yet invoiced \(and not membership-covered\); needs a filter selected to run.
- [Tracking changes and activity in Pogozo](https://help.pogozo.com/en/articles/16440119-tracking-changes-and-activity-in-pogozo.md): How to use activity logs in Pogozo to track changes to invoices, appointments, classes, and communications.
- [FAQ: The item code is not showing on the invoice](https://help.pogozo.com/en/articles/11323578-faq-the-item-code-is-not-showing-on-the-invoice.md)

## Pogozo for Clients 

- [Signing into the mobile app - new clients](https://help.pogozo.com/en/articles/9742328-signing-into-the-mobile-app-new-clients.md)
- [Signing into the mobile app - transferred clients](https://help.pogozo.com/en/articles/9743796-signing-into-the-mobile-app-transferred-clients.md)
- [Mobile App - Log Out of My Account](https://help.pogozo.com/en/articles/9861686-mobile-app-log-out-of-my-account.md)
- [Mobile App - How to change my password](https://help.pogozo.com/en/articles/9861696-mobile-app-how-to-change-my-password.md)
- [Mobile App - Change My Notification Settings](https://help.pogozo.com/en/articles/9861694-mobile-app-change-my-notification-settings.md)
- [Mobile App - Log Out of My Account](https://help.pogozo.com/en/articles/9861930-mobile-app-log-out-of-my-account.md): Logging out
- [Mobile App - Delete My Account](https://help.pogozo.com/en/articles/9861932-mobile-app-delete-my-account.md)
- [How to change between dependent and guardian profiles on the mobile app](https://help.pogozo.com/en/articles/12349204-how-to-change-between-dependent-and-guardian-profiles-on-the-mobile-app.md): Manage your dependents profile without having to sign in and out
- [Mobile App - Add a new dependent](https://help.pogozo.com/en/articles/9861680-mobile-app-add-a-new-dependent.md): How to add a new dependent to my account
- [How to change between businesses on the mobile app](https://help.pogozo.com/en/articles/9205736-how-to-change-between-businesses-on-the-mobile-app.md)
- [Mobile App - How to Cancel an Appointment](https://help.pogozo.com/en/articles/9861748-mobile-app-how-to-cancel-an-appointment.md): how to cancel an appointment
- [Mobile App - How to See My Upcoming Appointments](https://help.pogozo.com/en/articles/9861749-mobile-app-how-to-see-my-upcoming-appointments.md)
- [Mobile App - How to See My Upcoming Classes](https://help.pogozo.com/en/articles/9861760-mobile-app-how-to-see-my-upcoming-classes.md)
- [Mobile App - How to Book an Appointment](https://help.pogozo.com/en/articles/9861742-mobile-app-how-to-book-an-appointment.md)
- [Mobile App - How to Cancel a Class](https://help.pogozo.com/en/articles/9861758-mobile-app-how-to-cancel-a-class.md): Client cancelling class
- [Mobile App - How to View My Memberships](https://help.pogozo.com/en/articles/9861770-mobile-app-how-to-view-my-memberships.md): Viewing my membership
- [Mobile App - How to Pause My Membership](https://help.pogozo.com/en/articles/9861890-mobile-app-how-to-pause-my-membership.md): Pausing my membership
- [How to create a recurring membership](https://help.pogozo.com/en/articles/15560422-how-to-create-a-recurring-membership.md): Recurring memberships automatically renew on a billing cycle - for example, every month or every week.
- [How to create a non-recurring membership](https://help.pogozo.com/en/articles/15560423-how-to-create-a-non-recurring-membership.md): Creating non-recurring memberships in Pogozo.
- [How to manage a client's membership](https://help.pogozo.com/en/articles/15560424-how-to-manage-a-client-s-membership.md): How to view membership usage, and edit, extend, or cancel your client's memberships.
- [Mobile App - View My Documents](https://help.pogozo.com/en/articles/9861701-mobile-app-view-my-documents.md)
- [Mobile App - View the Privacy Policy](https://help.pogozo.com/en/articles/9861710-mobile-app-view-the-privacy-policy.md)
- [Mobile App - View the Terms and Conditions](https://help.pogozo.com/en/articles/9861715-mobile-app-view-the-terms-and-conditions.md)
- [Mobile App - What are My Documents?](https://help.pogozo.com/en/articles/9861700-mobile-app-what-are-my-documents.md)
- [Client mobile app - Add a new payment method](https://help.pogozo.com/en/articles/9302962-client-mobile-app-add-a-new-payment-method.md)
- [Mobile App - Pay Invoices](https://help.pogozo.com/en/articles/9861727-mobile-app-pay-invoices.md)
- [Mobile App - Oops, I Completed the Wrong Goal, How do I Undo?](https://help.pogozo.com/en/articles/9861912-mobile-app-oops-i-completed-the-wrong-goal-how-do-i-undo.md): Undo a ticked goal
- [Mobile App - How to View My Completed Goals](https://help.pogozo.com/en/articles/9861911-mobile-app-how-to-view-my-completed-goals.md): Viewing completed goals
- [Mobile App - How to Create a Goal](https://help.pogozo.com/en/articles/9861901-mobile-app-how-to-create-a-goal.md)
- [Mobile App - How to Edit a Goal](https://help.pogozo.com/en/articles/9861904-mobile-app-how-to-edit-a-goal.md)
- [Mobile App - How to Complete a Goal](https://help.pogozo.com/en/articles/9861906-mobile-app-how-to-complete-a-goal.md)
- [Mobile App - What are Goals?](https://help.pogozo.com/en/articles/9861900-mobile-app-what-are-goals.md)

## Integrations 

- [Integrate with Stripe](https://help.pogozo.com/en/articles/9187934-integrate-with-stripe.md): Linking Stripe to your business
- [Integrate with Tyro](https://help.pogozo.com/en/articles/10153212-integrate-with-tyro.md): You can access your Tyro Online portal through Pogozo for easy payments
- [Integrate with Twilio for 2-way SMS](https://help.pogozo.com/en/articles/10344647-integrate-with-twilio-for-2-way-sms.md): Use a dedicated twilio number to send and receive SMS text messages
- [Integrate with VALD Hub](https://help.pogozo.com/en/articles/12603233-integrate-with-vald-hub.md): Sync your clients with VALD for easy exercise prescription
- [Integrate with Physitrack](https://help.pogozo.com/en/articles/12603692-integrate-with-physitrack.md): Sync your clients with Physitrack for easy exercise prescription
- [Integrate with Heidi Health](https://help.pogozo.com/en/articles/12620672-integrate-with-heidi-health.md): Using Heidi Health AI note taking makes writing treatment notes quick and easy
- [How to set up and use PatientNotes with Pogozo](https://help.pogozo.com/en/articles/15468681-how-to-set-up-and-use-patientnotes-with-pogozo.md): Everything you need to get started with PatientNotes.