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生成发票
1. 从 myro.ca登录到您的 MySOAP 帐户 。
2. 点击屏幕左侧MySOAP Notes旁边的下拉箭头,选择预约Booking -> Booking
3. 找到需要生成发票的预约,鼠标悬停,点击Intake右侧的下拉箭头,选择 Invoice


4. 可以选择开票类型 Invoice Type、是否加税 Tax,更改治疗日期 Date、时长Duration、价格Price等。同一治疗师在一个地点 为同一客户提供的多次同类型服务,可以通过Add Item开在一张发票中。
5. 点击Submit 以确认并提交。
备注:Client 身份无法开发票。


填写治疗记录
1. 从 myro.ca登录到您的 MySOAP 帐户 。
2. 点击屏幕左侧MySOAP Notes旁边的下拉箭头,选择预约Booking -> Booking
3. 找到需要填写治疗记录的预约,鼠标悬停,点击Intake右侧的下拉箭头。
4. 选择Treatment Plan, Treatment Notes Consent for Assessment and Treatment of Sensitive Areas SOAP Notes进行填写。
5. 点击Submit 以确认并提交。
备注:Client 身份无法开发票。



诊所身份为客户预约
1. 从 myro.ca登录到您的 MySOAP 帐户 。
2. 请确认当前为诊所 Clinic 身份。不是如下图切换

3. 点击屏幕左侧MySOAP Notes旁边的下拉箭头,选择预约Booking -> Booking
4. 选择进行治疗的诊所(如clinic2),日期 Date及治疗项目 Service(如按摩Massage)。如果诊所提供多种治疗服务,可以选多个服务项目 Service,则所有符合条件的治疗师的可预约时间都会显示出来。



5. 选择某治疗师的可用时段,点击相应起始时间的栅格,选择或新增客户Client,选 择所需服务 Service,如需要可更改起始时间Time,治疗时长Duration,简述治疗目的 Looking for treatment,或添加多个预约时段Add multiple items。点击Submit 以确认并提交。


6. 如果预约成功,则会弹出Booking Success窗口,点击发送Send,则会将预约发送到客户的邮箱。


以治疗师身份为客户预约
1. 从 myro.ca 登录到您的 MySOAP 帐 户。
2. 请确认当前为治疗师 Therapist 身份。可以参见身份切换部分进行身份切换。
3. 点击屏幕左侧MySOAP Notes旁边的下拉箭头,选择预约Booking -> Booking
4. 选择进行治疗的日期及治疗项目(如按摩Massage ),如果治疗师提供多种治疗服 务,可以选多个服务项目 Service ,则所有符合条件的可预约时间都会显示出来。


5. 选择可用时段,点击相应起始时间的栅格,选择或新增客户Client ,选择所需服 务 Service ,如需要可更改起始时间Time ,治疗时长Duration ,简述治疗目的 Looking for treatment ,或添加多个预约时段Add multiple items 。点击Submit 以确认并提交。


6. 如果预约成功,则会弹出Booking Success窗口,点击发送Send,则会将预约发送到客户的邮箱。


添加诊所
1. 从 myro.ca登录到您的 MySOAP 帐户 。(请确认当前为诊所 Clinic 身份)
2.请确认当前为诊所 Clinic 身份。可以参见身份 切换部分进行身份切换。
3. 点击屏幕左侧 MySOAP Notes 旁边的下拉箭头,选择诊所管理Clinic Manage


4. 在诊所管理Clinic Manage 页面,点击添加诊所 Add Clinic按钮,填写诊所名称Clinic Name, 地 址Address字段。
5. 点击Submit 以确认并提交。


诊所添加治疗师
1. 从 myro.ca登录到您的 MySOAP 帐户 。
2.请确认当前为诊所 Clinic 身份。可以参见身份 切换部分进行身份切换。

3.点击屏幕左侧 MySOAP Notes 旁边的下拉箭头,选择诊所管理Clinic Manage
4. 在诊所管理Clinic Manage 页面,点击欲添加治疗师的诊所(例如 clinic2)右侧的详情 Detail 按钮。


5. 在Clinic Detail 弹窗点击添加治疗师Add Therapists按钮,填写姓名 First Name,Last Name,性别Gender等信息,点击Submit 以确认并提交。




6. 提交成功后会多一个治疗师,鼠标移到铅笔处,点击Detail查看详情并编辑


7.在Therapists Detail弹窗填写执照,服务价目表等必要的设置信息,完成后点击 Save以确认并提交。


加入诊所
1. 从 myro.ca登录到您的 MySOAP 帐户 。用户或诊疗师才需要加入诊所
2. 到个人中心Profile--> Basic Info,点击Add按钮,填写想加入诊所的邀请码 Invitation Code
3. 点击Submit 以确认加入。




填写执照信息
1. 从 myro.ca 登录到您的 MySOAP 帐 户。
2. 请确认当前为治疗师 Therapist身份。可以参见身份切换部分进行身份切换。

3. 点击屏幕左侧 MySOAP Notes 旁边的下拉箭头,选择档案资料Profile
4. 在执照 License 页面,点击添加 Add 按钮,根据所持执照类型(针灸师或按摩师等)填写相应的执照名称License Name , 姓名Name , 执照编号License Number 字 段。


5. 点击Submit 以确认并提交。


身份切换
1. 登录到您的 MySOAP 帐户。
2. 点击屏幕左侧 MySOAP Notes 旁边的下拉箭头,选择档案资料Profile
3. 选择身份切换 Switch Identity,点击相应身份进行切换。
备注:切换到治疗师Therapist身份需要完成执照资料;切换到诊所Clinic身份需要添加诊所资料。



发票设置
1. 从 myro.ca登录到您的 MySOAP 帐户 。
2. 点击屏幕左侧 MySOAP Notes 旁边的下拉箭头。
3. 选择 Basic Config
3.1 添加执业地点 Practice Location
3.1.1 点击 Location List 页面的Add 按 钮。

1.1.2 在相应字段填入所要求的信息。

1.1.3 点击Submit以确认并提交。
1.2 设置发票编号格式
1.2.1 切换菜单Invoice Config-->Setup标签。

1.2.2 可以在 Invoice Start Number右边的方框内,填入字符标识 (Character Identifier),如 AB,以及起始数字 (Start Number),如 00001,则自动生成 的第一张发票编号为 AB00001
1.2.3 点击Submit以确认并提交。


1.3 发送发票邮箱配置
1.3.1 还是这个菜单Invoice Config,选择Email Config标签。

1.3.2 各种邮箱的配置请参见相应邮箱的配置说明:
配置 Gmail 邮箱发送发票;
配置 Outlook 邮箱发送发票;
1.3.3 点击页面下方的Test 进行测试,如成功则显示Success
1.3.4 点击Submit 以确认并提交邮箱配置。
备注:Client 身份无法进行发票设置。



配置 Gmail邮箱发送发票
1. 生成应用专用密码,请参考https://support.google.com/mail/answer/185833?hl=zh-Hans 的说明,向下滚动找到 创建和使用应用专用密码

1.1 转到 Google 账号https://www.google.com/intl/zh-CN/account/about/
1.2 选择 安全性

1.3 向下滚动找到 登录 Google, 打开 两步验证
1.4 选择页面底部的 应用专用密码
1.5 输入应用专用密码的名称,如 MySOAP
1.6 选择生成,记录生成的16 个字符的应 用密码,点击 完成
2. 配置 MySOAP Notes 的发票发送邮箱
2.1 从 myro.ca登录到您的 MySOAP 帐户 ,点击屏幕左侧 MySOAP Notes 旁边的下拉箭头。
选择 Basic Config -> Location List -> Email Config
2.2 gmail 邮箱配置
2.2.1SMTP Server: smtp.gmail.com
2.2.2SMTP Port: 587
2.2.3SMTP Email: 请填入您的 gmail 邮 箱
2.2.4Password: 请将 1.6 生成的 16 个字符的应用专用密码复制到这里
2.2.5 如果勾选 public config from? info@myro.ca,则发票从此默认邮箱发出。
2.2.6Comment 下方的 {{company name}} 可以替换成您的公司名称。
2.3 点击Submit 完成邮箱配置。



配置 Outlook 邮箱发送发票
1. 生成应用专用密码。
登录 outlook 邮箱https://account.live.com/proofs/Manage/。

1.2 打开两步验证(如已打开两步验证,请跳过此步):
安全 页向下滚动找到 更多安全性两步验证 选项,点击 打开 开启两 步验证。在 设置两步验证使用应用密码设 置智能手机 页点击 下一页,在 其他一 些应用和设备也需要应用密码 页点击 完成
1.3 在 安全 页找到 应用密码 选项, 点击 创建新的应用密码,记录 使用此应用密码 登录 页生成的 16 个字符的应用密码,点击 完成
2. 配置 MySOAP Notes 的发票发出邮箱
2.1 从 myro.ca登录到您的 MySOAP 帐 户,点击屏幕左侧 MySOAP Notes 旁边的下拉箭头。
选择 Basic Config -> Location List -> Email Config
2.2 outlook 邮箱配置
2.2.1 SMTP Server: smtp-mail.outlook.com
2.2.2 SMTP Port: 587
2.2.3 SMTP Email: 请填入您的 outlook 邮箱
2.2.4Password: 请将 1.3 生成的 16 个字符的应用专用密码复制到这里
2.2.5 如果勾选 public config from? info@myro.ca,则发票从此默认邮箱发出。
2.2.6Comment 下方的 {{company name}} 可以替换成您的公司名称。
点击Submit 完成邮箱配置。



通过邮件发送发票
1. 从 myro.ca登录到您的 MySOAP 帐户 。
2. 点击屏幕左侧 MySOAP Notes 旁边的下拉箭头。
3. 选择 Invoice Manager -> Invoice
4. 在发票列表中找到需要发送的发票,或者在 Search 左侧的文本框输入关键字找到 所需发票。

5. 可以点击 Detail,Print PDF查看或打印发票。
6. 点击 Send Email,在弹出页面点击 Send 即将发票发送给客户。

备注:Client 身份无法通过邮件发送发票。



查看已通过邮件发送的发票或预约
1. 从 myro.ca登录到您的 MySOAP 帐户 。
2. 点击屏幕左侧 MySOAP Notes 旁边的下拉箭头。
3. 选择 Email
4. 在Email列表中会列出所有尝试发送的发票或预约,或者在 Search 左侧的文本框输入关键字找到已发送的发票或预约。Status: success 表示发送成功,Status: pending 表示发送失败。

可以点击 ReSend 重发。



发票付款

1.Invoie 列表,当Paid Amount$(已付款 金额)小于 Total($)(发票金额)时,需要点击后面的charge进行付款操作。

2.Charge 页面,蓝色框显示的是发票信息,红色框显示的是客户的预付款列表和付款 操作
3. 发票信息 包括 invoice total charge(发票总金额) ,has paid amount(已付款金额),need charge amount(需付款金额)
4.Pripaid histories 是指客户可支付的预付款记录,每条预付款显示了 Check Amount(预付款金额),has paid amount (已支付发票金额)、balance amount(可支付金额)、paid amount(当前需支付发票金额)
5. 在Paid amount 列的文本框填入当前预付库可支付的发票金额,点Submit即完成当前支付。
6. 若预付款不够支付,需要点击 add collect添加预付款。



添加一笔预付款

1.pay amount:预付款金额
2.Pay method:付款方式
3.Check number:支票号,若汇款用这个
4.Comment: 备注信息。



付款历史列表
1. 点击菜单Pay Histories 进入付款历史列表
2. 列表显示了客户支付的每一笔预付款信 息

1.Payid:预付款流水号
2.CustomerId:客户id
3.Customer Name:客户名称
4.Pay amount:客户预付款的金额
5.Used amount:预付款已对发票的金额(点击info可以查看具体对了哪张发票
6.Remain amount:剩余的可对发票的金额
7.Pay method:付款方式
8.Pay data:付款时间

点击Used amount列的info显示的页面

1.Business:关联业务,如发票号 BAC0014
2.Pay Amount:对发票金额
3.Pay date: 付款日期
4.Actionreturn可退回操作(如想把 预付款对其他发票,可先return,再操作和其它发票对账
Create an invoice
1.Log in to your MySOAP account from myro.ca.
2.Click on the dropdown arrow next to MySOAP Notes on the left side of the screen, and select Booking -> Booking.
3.Find the appointment for which you need to generate an invoice. Hover over it, click the drop-down arrow to the right of Intake, and select Invoice.

4.You can select the Invoice Type, choose whether to add Tax, change the treatment Date, Duration, and Price. Multiple services of the same type provided by the same therapist at one location for the same client can be included in a single invoice by using the Add Item option.

5.Tap Submit to confirm the invoice.
Note: You cannot create invoices if your identification is Client.


Fill in SOAP Notes
1.Log in to your MySOAP account from myro.ca.
2.Click on the dropdown arrow next to MySOAP Notes on the left side of the screen, and select Booking -> Booking.
3.Find the appointment for which you need to fill in SOAP Notes. Hover over it, click the drop-down arrow to the right of Intake.
4.Choose Treatment Plan, Treatment Notes or Consent for Assessment and Treatment of Sensitive Areas to fill in.

5.Tap Submit to confirm the SOAP Notes.



Schedule an appointment for a client as a clinic
1.Log in to your MySOAP account from myro.ca.
2.Ensure you are currently logged in as a clinic. You can refer to the Identity switch section to change identities if needed.

3.Click on the dropdown arrow next to MySOAP Notes on the left side of the screen, and select Booking -> Booking.
4.Select the Clinic where the treatment will take place (e.g., clinic2), the Date, and the Service (e.g., Massage). If the clinic offers multiple types of services, you can select multiple services, and the available times for all eligible therapists will be displayed.

5.Select an available time slot for a therapist. Click the grid corresponding to the desired start time, choose or add a new Client, and select the required Service. If needed, you can change the start time, Duration, and provide a brief description of the treatment goal. You can also add multiple appointment slots by ticking Add multiple items. Click Submit to confirm the appointment. 6.If the appointment is successfully scheduled, a Booking Success window will pop up. Click Send to send the appointment details to the client's email.




Schedule an appointment for a client as a therapist
1.Log in to your MySOAP account from myro.ca.
2.Ensure you are currently logged in as a Therapist. You can refer to the Identity switch section to change identities if needed.
3.Click on the dropdown arrow next to MySOAP Notes on the left side of the screen, and select Booking -> Booking.
4.Select the date and treatment items (such as Massage). If the therapist offers multiple treatment services, you can select multiple Service items, and all available appointment times that meet the criteria will be displayed.
5.Select an available time slot. Click the grid corresponding to the desired start time, choose or add a new Client, and select the required Service. If needed, you can change the start time, Duration, and provide a brief description of the treatment goal. You can also add multiple appointment slots by ticking Add multiple items. Click Submit to confirm the appointment.
6.If the appointment is successfully scheduled, a Booking Success window will pop up. Click Send to send the appointment details to the client's email.
Add a clinic
1.Log in to your MySOAP account from myro.ca.
2.Ensure you are currently logged in as a clinic. You can refer to the Identity switch section to change identities if needed.
3.Click on the dropdown arrow next to MySOAP Notes on the left side of the screen, and select Clinic Manage.
4.On the Clinic Manage page, click the Add Clinic button. Fill in the corresponding fields: Clinic Name, Address.
5.Tap Submit to add a clinic.




Add a therapist to a clinic
1.Log in to your MySOAP account from myro.ca.
2.Ensure you are currently logged in as a clinic. You can refer to the Identity switch section to change identities if needed.

3.Click on the dropdown arrow next to MySOAP Notes on the left side of the screen, and select Clinic Manage.
4.On the Clinic Management page, click the Detail button next to the clinic where you want to add a therapist (e.g., clinic2).

5.In the Clinic Detail pop-up window, click the Add Therapists button, enter the First Name, Last Name, Gender, and other information, then click Submit to confirm and submit.


6. After successful submission, there will be an additional therapist. Move the mouse to the pencil, click on Detail to view details and edit


7.Fill in the necessary settings such as license and service price list in the Therapists Detail pop-up window, click Save to confirm and submit.


Join a clinic
1. Log in to your MySOAP account from myro.ca. Only users or therapists need to join the clinic
2.Go to the Personal Center Profile--> Basic Info, click the Add button, and fill in the Invitation Code for joining the clinic.
3. Click Submit to confirm joining .








Fill in your license information
1.Log in to your MySOAP account from myro.ca.
2.Ensure you are currently logged in as a Therapist. You can refer to the Identity switch section to change identities if needed.

3.Click on the dropdown arrow next to MySOAP Notes on the left side of the screen, and select Profile.
4.On the License page, click the Add button. Based on the type of license you hold (e.g., acupuncturist or massage therapist), fill in the corresponding fields: License Name, Name, and License Number.

5.Tap Submit to confirm your license info.



Identity switch
1.Log in to your MySOAP account.
2.Click on the dropdown arrow next to MySOAP Notes on the left side of the screen, and select Profile.
3.Select Switch Identity, and click on the corresponding identity to switch to.
Note: Switching to the identity of a Therapist requires completing license information; switching to the identity of a Clinic requires adding clinic information.

Invoice Settings
1.Log in to your MySOAP account from myro.ca.
2.Click on the dropdown arrow next to MySOAP Notes on the left side of the screen.
3.Select Basic Config
3.1Add practice location
3.1.1Click the Add button on the Location List page.

3.1.2 Enter the required information in the appropriate fields.

3.1.3 Tap Submit to confirm your practice location.

3.2 Set your invoice number format
3.2.1 Switch menu Invoice Config -->Setup tab.

3.2.2 You can fill in a character identifier (such as AB) and a start number (such as 00001) in the box below Invoice Start Number. The first generated invoice number will then be AB00001.
3.2.3 Tap Submit to confirm your settings.

3.3 Configuration for sending invoices via email
3.3.1 Choose the Email Config tab from the Invoice Config menu.

3.3.2 Please refer to the respective email provider's configuration instructions for setting up various email accounts.
Configure Gmail for sending invoices;
Configure Outlook for sending invoices;
3.3.3 Click on Test in the bottom to perform a test. If successful, it will display Success.
3.3.4 Tap Submit to confirm your email configuration.
Note: You cannot perform invoice settings if your identification is Client.




Configure Gmail for sending invoices
1.To create an application-specific password, please refer to the instructions at https://support.google.com/mail/answer/185833? hl=en . Scroll down to the Create & use app passwords section.

1.1 Go to your Google Account at https://www.google.com/intl/en/account/about/.
1.2 Select Security.

1.3 Scroll down and find How you sign in to Google, then turn on 2-step verification.
1.4 Select App password in the bottom of the page.
1.5 Enter a name for your app-specific password, such as MySOAP.
1.6 Select Generate, and record the generated 16-character app password, then click Done.
2. Set up the email address for sending invoices within MySOAP Notes
2.1 Log in to your MySOAP account from myro.ca and click on the dropdown arrow next to MySOAP Notes on the left side of the screen. Then select Basic Config -> Location List to access Email Config.
2.2 Gmail configuration within MySOAP Notes
2.2.1 SMTP Server: smtp.gmail.com
2.2.2 SMTP Port: 587
2.2.3 SMTP Email: Please enter your Gmail email address.
2.2.4 Password: Please copy the 16-character application-specific password generated by 1.6 and paste it here.
2.2.5 If you check public config from info@myro.ca, invoices will be sent from this default email address.
2.2.6 The text {{company name}} below Comment can be replaced with your company name.
2.3 Click on Submit to confirm the configuration.



Configure Outlook email for sending invoices
1. Create an application-specific password.
1.1 Sign in to your Outlook email https://account.live.com/proofs/Manage/ .

1.2 Enable the Two-step verification (Skip this step if Two-step verification is already enabled):
Scroll down on the Security page to find the Two-step verification option under Additional security, click on Turn on to activate Two-step verification. On the Set up two-step verification and Use app passwords to set up your smartphone pages, click Next. On the Other apps and devices also need an app password page, click Finish.
1.3 From the Security page, locate the option for App passwords, then click on Create a new app password. Take note of the 16-character application password generated on the page of Use this app password to sign in, and click Finish.
2. Set up the email address for sending invoices within MySOAP Notes
2.1 Log in to your MySOAP account from myro.ca and click on the dropdown arrow next to MySOAP Notes on the left side of the screen. Then select Basic Config -> Location List to access Email Config.
2.2 Outlook email configuration within MySOAP Notes
2.2.1 SMTP Server: smtp-mail.outlook.com
2.2.2 SMTP Port: 587
2.2.3 SMTP Email: Please enter your Outlook email address.
2.2.4 Password: Please copy the 16-character application-specific password generated by 1.3 and paste it here.
2.2.5 If you check public config from info@myro.ca, invoices will be sent from this default email address.
2.2.6 The text {{company name}} below Comment can be replaced with your company name.
Click on Submit to confirm the configuration.




Send the invoice via email
1. Log in to your MySOAP account from myro.ca.
2. Click on the dropdown arrow next to MySOAP Notes on the left side of the screen.
3. Select Invoice History.
4. Find the invoice you want to send in the invoice list, or type keywords in the text box to the left of Search to locate the desired invoice.

5. Tap Send Email, then click Send on the pop-up page to send.

Note: You cannot send invoices via email if your identification is Client.




View the invoices that have been sent via email
1. Log in to your MySOAP account from myro.ca.
2. Click on the dropdown arrow next to MySOAP Notes on the left side of the screen.
3. Select Email History.
4. In the Email History invoice list, you will find all attempted invoices for sending. Alternatively, enter keywords in the text box on the left-side of Search to locate previously sent invoices. Status: success indicates successful sending, while Status: pending indicates sending failure.

5. You can click on ReSend to resend the invoice via email.




Invoice Charge

1. Invoice List,When the Paid Amount($) less than the total($)) , you need to click on the charge button to make the payment.

2. On the Charge page, the blue box displays invoice information, and the red box displays the customer's prepayment list and payment operations
3. Invoice information include invoice total charge ,has paid amount,need charge amount
4. Pripaid history refers to the records of prepayments that customers can pay. Each prepayment displays the Check Amount, has paid amount, balance amount, and paid amount
5. Fill in the text box in the Paid amount column with the invoice amount that can be paid by the current prepaid warehouse, and click Submit to complete the current payment.
6. If the advance payment is not enough, you need to click add collect to add the advance payment




Add a prepayment

1. pay amount:Advance payment amount
2. Pay method:payment method
3. Check number:Check number, if remittance is made using this
4. Comment: Comment Description



Payment History List
1、Click on the Pay Histories menu to enter the payment history list
2、The list displays every advance payment information made by the customer


1. Payid:Prepayment serial number
2. CustomerId:customer Id
3. Customer Name:Customer Name
4. Pay amount:The amount of customer advance payment
5. Used amount:Advance payment has been applied to the invoice amount (click on info to see which invoice has been specifically applied)
6. Remain amount:The remaining amount that can be invoiced
7. Pay method:payment method
8. Pay data:Payment Time


Click on the info page displayed in the Used amount column

1. Business:Related business, such as invoice number BAC0014
2. Pay Amount:Balance the invoice amount
3. Pay date: payment date
4. Action:Return can be refunded (if you want to transfer the prepayment to other invoices, you can return first and then reconcile with other invoices)