Creating and Modifying Appointments
Location, Treatment Room and Equipment
Date, Time and Duration
Search for Surname
Tip: If you have a client with a common surname that lists dozens of clients, you can also search on firstname in the search box. If searching for "Fred Smith" in the surname box you can search for "smith f" or "smi fre" for more accurate results.
Status tick boxes
The OK button creates the appointments on the diary after a client is selected and any additional fields are filled in. Repeating a series of future appointments is also an option by using the repeat button in the bottom right.
Tip: PPS has the ability to automatically send the client an instant SMS message to confirm the details of the appointment just booked. In addition, PPS has a further ability to schedule an SMS reminder for the client a few days before the appointment. This can also be done via letter, e-mail or Telephone reminder.
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Blocking Out Appointment Slots
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Modifying / Changing an Appointment
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Copy an Appointment
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Adding a New Appointment
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Moving an Appointment
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Completing an Appointment
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