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)