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  1. [Video] Updating the Default Diary User and Default Email Address in PPS Express ... Read More
  2. [Video] Adding and Editing Client Details in PPS Express ... Read More
  3. [Video] Adding a Consultation and Updating Existing Consultations in PPS Express ... Read More
  4. Viewing an Invoice and Marking it as Paid To view an Invoice, navigate to the Client Log for the Client in question and click the Invoice from the list. From here, there is the option to mark the Invoice as paid by choosing a payment method from the drop down list. You are also able to e... Read More
  5. Navigating the Diary in PPS Express: Booking, Editing, and Deleting an Appointment In PPS Express you have more than one option to find a suitable slot in which to book a new appointment. The easiest way is to use the Book option from the top menu. You are then given a number of useful options to quickly jump to the week you are lo... Read More
  6. Marking an Appointment as Complete/DNA and Raising Subsequent Charges There are currently two simple ways to create charges in PPS Express. These charges are related to an appointment and as such you start at the main appointment screen - accessed either from the Diary or the Client Log screen. From here you ... Read More
  7. Adding, Searching, and Editing Clients Adding a new client In order to add a new client in PPS Express, click 'Clients' at the top of the screen and then click the green 'Add New Client' button. From here you can add as many or as few details as you l... Read More
  8. Adding and Updating a Consultation Adding a consultation Based on an Appointment There are two ways to start a consultation in association with an appointment. 1.Go to your appointments diary, click the appointment and select 'Start Consultation'. 2. Search for ... Read More
  9. Accessing PPS Express and Changing your Password You can access PPS Express by visiting https://www.rushcliff.com/express (if you are entering the address manually then you can also use https://rushcliff.com/e). Simply enter your username and password and click Login. Once logged i... Read More
  10. Exporting Client E-Mail Addresses You can use the PPS reporting function to export a list of your client's email addresses. The Custom Excel option allows you to build a spreadsheet with data fields specified by you. This guide will specifically look at exporting email addresses... Read More
  11. Mail Merge A Mail Merge is a way of contacting multiple clients with a pre-set template via Email, SMS, or Letter. Section 1 - Configuring your Client Contact Preferences Before you start the process of a Mail Merge you will need to configure your cli... Read More
  12. Appointment Types 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 corre... Read More
  13. Confirmations and Reminders in Online Appointment Booking v3 Note: This guide is only relevant for Online Booking version 3 which was made available from 20/10/2016. If you acquired Online Booking before this time or have not been upgraded to v3 then you can set up Confirmations and Reminders for Online B... Read More
  14. Predefined Search Options in Online Appointment Booking v3 Note: This guide is only relevant for Online Booking version 3 which was made available from 20/10/2016. If you acquired Online Booking before this time or have not upgraded to version 3 please see the following guide: Integrating PPS ... Read More
  15. Associating Appointments from Online Booking v3 to Clients Note: This guide is only relevant for Online Booking version 3 which was made available from 20/10/2016. Online Booking Client Creation and Matching When a client books an appointment via your PPS Online Appointment Booking ... Read More
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