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  1. Copy an Appointment 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 di... Read More
  2. Setting Up Appointment Diaries And Diary Views The following guide will take you through the process of setting up an appointment diary for your practioners and also how you can view your own diary on the appointments screen. Setting up a User's Appointments Diary The user setup diary... Read More
  3. Blocked Appointments 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
  4. Appointments Diary Notes 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 t... Read More
  5. Setting Up Users And Appointment Diaries Setting up system users and diary users is one of the most important aspects of PPS, and it’s worth making sure that everyone is set up correctly from the start, from simply giving them the correct Discipline, access control settings and even d... Read More
  6. Using the PPS Audit Viewer PPS maintains an audit of all updates made to the database in several key areas. The audit details captured allow the PPS system administrator account to make audit enquiries to see which PPS user has carried out which updates to the database, and pr... Read More
  7. PPS Sync Server Information What Does PPS Sync Server Do? PPS Sync Server is an additional application of PPS for users with more than one PPS Site Licence. “Syncing” in PPS terms is the process of running two or more individual PPS systems which keeps each and every one ... Read More
  8. Using PPS Merge Fields PPS provides a whole host of merge fields that can be used in a variety of activities including letters, e-mails and SMS messages along with custom forms and their associated Word documents. Merge fields automatically pick up patient information f... Read More
  9. Installing and Using Custom Fonts within PPS PPS allows you to select which font you wish to use within the software. The following guide will explain how to install fonts on various operating systems and then explain how these external fonts can be used within PPS. Before any fonts can be u... Read More
  10. Moving an appointment Moving an appointment in PPS Express If a client needs to rearrange a pre-booked appointment you can simply move the existing appointment to an alternative available appointment slot, here’s how: Once logged in to PPS express, click ‘di... Read More
  11. Using the Admin Module for Online Appointment Booking v3 Note: This guide is only relevant for Online Booking version 3 which was made available from 11/10/2016. If you acquired Online Booking before this time or have not upgraded to version 3 please see here: Using the PPS Online Booking Admin M... Read More
  12. 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