Knowledge Base


Version 7, 2019


Set up Bp Allied

On this page:
Also in this section:

Initial set up during Installation

When Bp Allied is initially installed there is some information that is collected and options choosen. These are:
There is enough default information in Bp Allied at this point to allow you to "play" with it and carry out the following basic tasks. However, to be able to move on and carry out tasks such as invoicing some additional setup is required and is covered in the Next Steps section below.

Try out the basics

Tasks that can be carried out after the installation have been carried out
Several introductory and masterclass videos can be accessed at Bp Online, our online learning centre.

The next steps

This first section covers those things that must be initally setup within Bp Allied to allow appointments and invoices to be created, reminders sent and referrals to be managed.
Download our checklist to help manage the set up and go-live process.
It's important that all Users have their own logins for auditing and tracking purposes. This ensures that if any two users open the same Client, the second user is notified on saving that another user has the record open and that they may overwrite their changes.
Review the information on creating additional User logins and allowing access to their calendar.
Update Practitioner Availability to reflect when your practitioners are in the office and where they are located.

Additional customisation

Once, you have purchased Bp Allied there are some other setup tasks that you may wish to carry out to customise Bp Allied for your practice.
The look and feel of the appointment book and individual calendars can be customised via the options section. Some key areas that individual users can customise are:

Available integrations


Advanced payment options

A number of different payment and claiming options are available. Read about them via the links below or call our Sales or Support teams to discuss them.
Videos on Bp Allied can be viewed at Bp Online, in particular: