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  1. Booking Confirmations Reminders And Follow Ups About client contact preferencesThe client preferences in PPS are designed to control the preferred method of contacting a client for various confirmations, reminders and mail shots that you may want to send out, be it e-mail, letter, SMS or as a sim... Read More
  2. Label Printing In PPS, labels can be printed either to an A4 sheet, or to a dedicated label DYMO Label Writer. For A4 labels, Private Practice Software uses Avery L7162 or equivalent Address Label sheets containing 2 x 8 labels. For the DYMO Label Writer, Private P... Read More
  3. Setting Up Appointment Diaries And -color: rgba(170, 230, 253, 0.81);">Diary Views The following guide will take you through the process of setting up an appointment -color: rgba(170, 230, 253, 0.81);">diary for your practioners and also how you can view your own -color: rgba(170, 230, 253, 0.81);">diary on the -color: rgba(170, 230, 253, 0.81);">appointments screen. Setting up a User's -color: rgba(170, 230, 253, 0.81);">Appointments -color: rgba(170, 230, 253, 0.81);">Diary The user setup -color: rgba(170, 230, 253, 0.81);">diary... Read More
  4. Setting Up Users And Appointment Diaries Setting up system users and -color: rgba(170, 230, 253, 0.81);">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
  5. Printing the -color: rgba(170, 230, 253, 0.81);">Appointments -color: rgba(170, 230, 253, 0.81);">Diary -color: rgba(170, 230, 253, 0.81);">Appointments –> -color: rgba(170, 230, 253, 0.81);">Appointments -color: rgba(170, 230, 253, 0.81);">Diary or <Ctrl A> or Task Bar -> -color: rgba(170, 230, 253, 0.81);">Appointments The PPS -color: rgba(170, 230, 253, 0.81);">Appointments -color: rgba(170, 230, 253, 0.81);">Diary allows you to record all your client -color: rgba(170, 230, 253, 0.81);">appointments, and manage your available appointment times. There are a variety of -color: rgba(170, 230, 253, 0.81);">diary ... Read More
  6. Searching for a Client Selecting/Searching for a Client Record This can be done in several ways.  PPS always remembers the last client you selected and will use that client in any screen until you change the client. ... Read More
  7. Walk In List and Pre-Booked -color: rgba(170, 230, 253, 0.81);">Appointments   Walk In List View Options Within the Walk In List screen, the viewing options will show all room and -color: rgba(170, 230, 253, 0.81);">diary user information by default - this can be changed by selecting specific rooms and -color: rgba(170, 230, 253, 0.81);">diary users. The current PPS user log... Read More
  8. -color: rgba(170, 230, 253, 0.81);">Appointments -color: rgba(170, 230, 253, 0.81);">Diary -color: rgba(170, 230, 253, 0.81);">Appointments -color: rgba(170, 230, 253, 0.81);">Diary Menu The -color: rgba(170, 230, 253, 0.81);">diary menu bar situated at the top of the -color: rgba(170, 230, 253, 0.81);">appointments -color: rgba(170, 230, 253, 0.81);">diary screen provides quick button access to creating new -color: rgba(170, 230, 253, 0.81);">appointments, modifying them and deleting them. Further along the menu are options to block... Read More
  9. Appointment -color: rgba(170, 230, 253, 0.81);">Diary Options -color: rgba(170, 230, 253, 0.81);">Appointments -color: rgba(170, 230, 253, 0.81);">Diary Options The -color: rgba(170, 230, 253, 0.81);">Appointments -color: rgba(170, 230, 253, 0.81);">Diary Options give the PPS system users control over how the -color: rgba(170, 230, 253, 0.81);">diary works, and how information is displayed in the -color: rgba(170, 230, 253, 0.81);">diary. The Options screen that is displayed has 5 tabs along the top; one tab for each ca... Read More
  10. Setting up your SMS Account Guide SMS Help Guide Overview The following guide will take you through the steps of creating your SMS account (1), purchasing SMS credits (2), setting up your activity templates that control what your text messages will say(3), setting up your booki... Read More
  11. Holding List The PPS -color: rgba(170, 230, 253, 0.81);">Appointments -color: rgba(170, 230, 253, 0.81);">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 th... Read More