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Appointment Types
Viewed 317 times since Mon, Nov 14, 2016
When booking appointments and events in PPS you have the option to assign specific Appointment Types to each booking. These allow you to define the nature of the booking, control what charges will be raised upon completion, and set a particular... Read More
Archived Appointments
Viewed 525 times since Mon, Oct 4, 2010
Archived List The Appointments Archive option allows you to archive your older appointments diary records. Once you have archived your diary, the archived appointments can be accessed both from here and through the PPS Client Log... Read More
Deleting an Appointment
Viewed 525 times since Fri, Oct 8, 2010
Appointments –> Appointments Diary or <Ctrl A> or Task Bar -> Appointments The PPS Appointments Diary allows you to record all your client appointments, and manage your available appointment times. There are a variety of diary... Read More
Completing an Appointment
Viewed 548 times since Fri, Oct 8, 2010
Appointments –> Appointments Diary or <Ctrl A> or Task Bar -> Appointments The PPS Appointments Diary allows you to record all your client appointments, and manage your available appointment times. There are a variety of diary... Read More
Copy an Appointment
Viewed 562 times since Fri, Oct 8, 2010
Appointments –> Appointments Diary or <Ctrl A> or Task Bar -> Appointments The PPS Appointments Diary allows you to record all your client appointments, and manage your available appointment times. There are a variety of... Read More
Modifying / Changing an Appointment
Viewed 671 times since Fri, Oct 8, 2010
Appointments –> Appointments Diary or <Ctrl A> or Task Bar -> Appointments The PPS Appointments Diary allows you to record all your client appointments, and manage your available appointment times. There are a variety of diary... Read More
Moving an Appointment
Viewed 688 times since Fri, Oct 8, 2010
Appointments –> Appointments Diary or <Ctrl A> or Task Bar -> Appointments The PPS Appointments Diary allows you to record all your client appointments, and manage your available appointment times. There are a variety of diary... Read More
Printing the Appointments Diary
Viewed 785 times since Fri, Oct 8, 2010
Appointments –> Appointments Diary or <Ctrl A> or Task Bar -> Appointments The PPS Appointments Diary allows you to record all your client appointments, and manage your available appointment times. There are a variety of diary... Read More
Searching for a Client Appointment
Viewed 791 times since Mon, Oct 4, 2010
Search for Free Appointment Slot The PPS Appointments diary provides the ability to search for a free appointment slot so that a client or an event can be booked in, sometime in the future. This search can be specified by days of the... Read More
Adding a New Appointment
Viewed 849 times since Fri, Oct 8, 2010
To add a new appointment, you must first be looking at the PPS appointments Diary. From here you can quickly see an empty appointment slot into which to book your new appointment, or you can use the search option to search for a free appointment slot... Read More
Cancelling an Appointment
Viewed 874 times since Fri, Oct 8, 2010
In order to Cancel an appointment in PPS, you need to first be looking at the diary. to call up the diary do one of the following: Appointments –> Appointments Diary or <Ctrl A> or Task Bar -> Appointments   To Cancel... Read More
Blocking Out Appointment Slots
Viewed 889 times since Fri, Oct 8, 2010
Appointments –> Appointments Diary or <Ctrl A> or Task Bar -> Appointments The PPS Appointments Diary allows you to record all your client appointments, and manage your available appointment times. There are a variety of... Read More
Appointments Diary Notes
Viewed 905 times since Mon, Oct 4, 2010
Appointments Diary Note An appointment note is added in the same way as a normal appointment. It has a date, time, duration, diary user, treatment room & location (the last two are both optional) just like an appointment, but with... Read More
Diary Events
Viewed 969 times since Wed, Dec 9, 2015
Diary events allow for single bookings that contain multiple attendees. They can be used to demonstrate that a room or practitioner is booked for a class, meeting, or event. Events allow you to easily view and modify attendees and bill them... Read More
Walk In List and Pre-Booked Appointments
Viewed 977 times since Wed, Oct 27, 2010
  Walk In List View Options Within the Walk In List screen, the viewing options will show all room and diary user information by default - this can be changed by selecting specific rooms and diary users. The current PPS user... Read More
Daily Appointments List
Viewed 979 times since Mon, Oct 4, 2010 (3 Replies)
Date, Location and Practioner The date defaults to todays date, unless a different date has been chosen from the appointments diary screen. The date can be over-written if you need to look at any other set date. Locations... Read More
Holding List
Viewed 982 times since Thu, May 5, 2016
The PPS Appointments Diary has a holding list available which you can use to record clients who are waiting for a future appointment slot or cancellation. Clients can be added to the holding list with a description of what they are holding for, be... Read More
Appointment Completion
Viewed 1037 times since Mon, Oct 4, 2010
Appointment Completed When an appointment is marked as completed (Either from the Appointment diary, Appointments Daily list screen or the Clients Log) The 'Appointment Completed' Screen will open up with the options of raising a... Read More
Blocked Appointments
Viewed 1233 times since Mon, Oct 4, 2010
Non-Available Appointment Slot A Block Appointment is a special type of non-client appointment that allows the practioner to block out their time in the diary. This can be for breaks, meetings, teaching sessions, etc. ... Read More
Appointments Diary
Viewed 23899 times since Wed, Oct 27, 2010 (2 Replies)
Appointments Diary Menu The diary menu bar situated at the top of the appointments diary screen provides quick button access to creating new appointments, modifying them and deleting them. Further along the menu are options to block... Read More