You are accessing documentation for Bp Allied version 6. This is not the latest version of Bp Allied.
Support for this product will cease on 1 February 2021
 
 
 
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Version 6 Published 18 May 2020  Bp Allied Support is available Monday to Friday, 9am to 5pm AEST
Email: alliedsupport@bpsoftware.net  Click Remote Support from within Bp Allied for assistance  
Phone:  For support in Australia, call 1300 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training. For support in New Zealand call 0800 401 111 and select option 3 for Bp Allied.  Next, select option 1 for Support or Option 3 for Training

Clients toolbar

Clients toolbar
1

Client Details

1. Client Details
Click Client Details to open the Client Details record when an appointment is selected
2

Find Client

2. Find Client
Click Find Client to search for a Client, from here you can View Appointments including invoiced and cancelled details, Send an SMS, Attach Documents or Emails to the Client Record
3

New Client

3. New Client
Click New Client to add a new Client into your database.
4

Attach Document

4. Attach Document
Attach a Document to the Client Record, for example a letter created outside of Bp Allied or a document sent in by the client.
5

Attach Email

5. Attach Email
Attach an Email to the Client Record. Emails need to be downloaded from a web client into Outlook or something similar. Emails viewed only in a web client can not be saved to the client record.
6

Record Phone Contact

6. Record Phone Contact
Record details of a Telephone Conversation as well as time the phone call.