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Accountant Business Manager How to record a store balance?

How to add value to store balance?

Explanation of how to increase the customer’s store balance within the Fogo system:

Step 1: Access the payment page.

Step 2: Input customer and cashier details.

Step 3: Specify ‘Store Balance Payment’ with the value set to ‘0″, quantity ‘1’, and tax as ‘0’ if this is recorded as a future payment.

Step 4: Input the payment amount and choose the payment method.

Step 5: Ensure you select the ‘Bonus’ payment method and input the accurate amount if the store balance includes a bonus value.

If there are any inaccuracies, modify this payment through your Fogo admin account.

Categories
How to issue a gift voucher manually? Uncategorized

how to issue a gift voucher manually?

To issue a Gift Voucher, follow these steps if the client did not purchase it through your booking link:

  1. Collect payment from the client first.
  2. Access the ‘Management’ section and select ‘Fogo Voucher.’
  3. Click on the ‘Issue’ button.
  4. Locate the appropriate campaign/voucher.
  5. Select the first available voucher and click on the ‘Issue’ option.
  6. Find the client in your system or create a new client profile using a designated email address.
  7. Choose the payment method and include the correct payment reference number in the note section.
  8. Finalise the process by issuing the voucher.
Categories
How can my clients purchase a gift voucher?

how can my clients purchase a gift voucher?

After setting up your Fogo gift voucher campaign, your clients have multiple options to make a purchase. Here are the methods available:

Method 1: By clicking the ‘Gift Voucher’ button on your Fogo booking link page. In case you don’t have a booking page, please reach out to us. Clients can then follow the provided steps to select a voucher and complete the payment. Once the payment is successful, the voucher will be sent to their email address. This process is entirely handled without your involvement, ensuring a hassle-free experience for you.

Method 2: If your clients make the payment in your presence, you can issue the voucher directly to their email address. Access the ‘Fogo Vouchers’ section, click on ‘Issue,’ and select the appropriate campaign. Choose the first available voucher, search for or create a new client, and record the payment method. The voucher will be sent to the client via email.

Method 3: Alternatively, you can issue the voucher to your own email address and then print it out for distribution.

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Appointment Business Manager FogoHelpCenter how to change appointment time on mobile browsers

how to change appointment time on web browsers

You can manage your Fogo appointments using your mobile browser, following a similar procedure to that of a web browser.

To change an appointment, follow these steps:

  1. Log in to your Fogo account using your mobile browser.
  2. Find the appointment that you want to modify the time for.
  3. Open the appointment and look for the ‘Reschedule’ button.
  4. Select an available date and time from the options provided.
  5. Save the changes by clicking the ‘Update’ button.

Always double check the appointment in the dashboard to confirm the change which has been made.

Categories
How to add staff provider numbers via Staff Management Staff managment

How to add staff provider numbers via Staff Management 

Most health service providers are allocated with unique provider numbers from public care or  private health funds. Some of them vary from different health funds. With the Fogo system, it is easy to enter your provider number with each practice and match it with your client’s health fund when you are issuing an invoice. 

  1. Login Admin or Receptionist account 
  2. Navigate to Staff Management page
  3. Search staff name and click ‘Details’ 
  1. Navigate to ‘Provider Numbers’ 
  2. Choose ‘Modality’, ‘Branches’, Health Fund and enter your provider number. 
  3. Click ‘Add New’ to save
  4. All this information can be edited afterwards. 

Use ‘All’ to save your time if your provider number is the same with all funds and public care systems. 

Categories
How to add my provider details via ‘My Profile’

How to add my provider details via ‘My Profile’ 

Most health service providers are allocated with unique provider numbers from public care or  private health funds. Some of them vary from different health funds. With the Fogo system, it is easy to enter your provider number with each practice and match it with your client’s health fund when you are issuing an invoice. 

  1. Navigate to ‘My profile’ via top right corner 
  2. Open ‘My profile’ page and click ‘My provider numbers’ 
  3. Choose ‘Modality’, ‘Branches’ and Health Fund and enter your provider number. 
  4. Click ‘Add New’ to save
  5. All this information can be edited afterwards. 

Use ‘All’ to save your time if your provider number is the same with all funds and public care systems. 

Categories
Digital Practice Uncategorized

Digital Practice in Chinese Medicine with Fogo

Chinese Medicine practice can be traced back as far as 5,000 years in written human history, recording the practice on various materials from turtle shells to bamboo and even silk. Today digital recording in practice for Chinese Medicine is becoming more and more popular; with demand increasing over the last five years. But how can we practice in a digital way and catch up with fast moving information technology? Companies like FOGO who provide features and functionalities that any Chinese Medicine clinic system would need.

FOGO is a software company founded in 2015 by a group of Chinese medicine practitioners and IT experts. The company set out to establish a cloud based clinic management solution tool that will help TCM and acupuncturists to be more effective and efficient with their day to day running of their clinics.

FOGO is a software company founded in 2015 by a group of Chinese medicine practitioners and IT experts who set out to establish a cloud based clinic management tools. FOGO aims to help Chinese Medicine practitioners, acupuncturists transfer their files from paper to digital and ultimately be a more efficient and effective clinic. TCM, Acupuncturists, physiotherapists, chiropractors, podiatrists, natural therapists and all other allied health professions are who FOGO software is best suited for.

FOGO is very simple to use and to integrate into your clinic. With a 2 minute starter demo anyone is able to wrap their heads around the scope of the software no matter your skill level on computers.

FOGO features include appointment setting, customer booking experiences, calendar management, reporting and diagnosis, online dispensing, online patient visits, CRM and analytics, and client mobile portal.

So in conclusion, FOGO is a great value complete and comprehensive software suite designed specifically for the natural medicine and TCM clinics that offer medical or alternative treatments. FOGO strives to take care of all your digital practicing needs. It’s a mobile and simple program for all allied health practitioners.

FOGO fees start at $9 per month for a single user with a 30 day obligation free trial for first time customers.