Getting Started

Everything you need to get up and running with Nookal.

Words We Use in Nookal

Nookal Written by Nookal
... on an awesome August day.

This list gives you an overview of the different features Nookal offers.

Account: This refers to your Nookal account. It is accessible online with a combination of your Company ID, email address and password. It includes all the features made accessible by Nookal and it stores all the data you input from Clients, Contacts, etc.

Company ID: This is the name of your account, it is provided to you when you sign up for a trial. It starts with a few letters from the company name provided. It is very important to quote your Company ID when you communicate with us so we can identify your account quickly and advise accordingly.

Owner: This refers to any Nookal User belonging to the Permissions group “Owner.” These Users can access, view and edit all Nookal sections. They can request modifications to the account by Nookal staff members.

User/Staff: Any Nookal Users that belong to Permissions group other than “Owner”.

Provider: A Provider is anyone who sees Clients e.g. practitioners, therapists, instructors, consultants or specialists. A Provider uses a licence, has a column in the Diary and Clients can be booked with this Provider.

Permissions: This refers to the level of access attributed to Nookal Users in an account. Permissions determine whether each section can be viewed, edited or is not accessible. These also control which actions can be completed by who. Permissions should be managed by the Owner.

Location: Each tab in the Diary refers to a Location, whether they are different physical locations or just a way of managing the practice. Each Location can be set up with a unique letterhead, Online Bookings options, Diary options, Staff members, etc.

Service: Any individual appointment or consultation a Client can book into the Diary. Each Service can have its own duration, price, colour, category, etc.

Class: Any group session that can be booked in your Diary. Classes need to be booked so that Clients can be added to. Each Class can be set with its own duration, a maximum number of participants, price, colour, etc.

Event: Any bookings that don’t involve Clients such as meetings, admin time, etc. are events. Multiple practitioners can be booked into the same event and events can be recurred.

Pass: Any package, subscription or bulk buy a Client can purchase to redeem for Services or Classes. Each Pass can be set with a different price, nominal value, number of sessions or subscription duration.

Inventory: Section where you can manage merchandise, stock and any inventory items you sell or use in your practice.

Client: Any individual that has had their data added via a Client Profile e.g. your clients/patients/attendees who can be booked for Services or Classes.

Contact: Any individual that isn’t a Client for whom you need personal, business or contact details to contact them, for referral on invoices or sending correspondence to. Contacts can include GPs, specialists, insurance companies, case managers, Client employers, merchandise suppliers, etc.

Case: A folder that contains all the Clinical information for a Client for a specific treatment course or injury. It can include Clinical Notes, Documents, Third-Party Payer details, the referrer, referral details and other relevant contacts.

Plan: Template used to generate a care plan required by some agencies to pay for treatment in specific situations (e.g. TAC, Workcover…)

Snippet: Shorter version or abbreviation of information connected to a longer sentence or expression used when writing Clinical Notes or Letters to save time. Once used, this will be replaced by the connected longer sentence or expression.

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