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  1. Appointments Diary 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
  2. PPS Remote Diary This guide will show you how to use PPS Remote to Book, Edit or Move an Appointment and Navigate your Diary. If you are a PPS Online user or have a hosted PPS Remote system then skip the pre-requisites. ... Read More
  3. Remote Admin This guide will show you how to Add, Modify, Delete and re-Synchronise PPS Remote users from within PPS. Pre-requisites to this guide are that you have a registered PPS Remote System and that you have updated to at least version v4.0... Read More
  4. Database Maintenance Re-indexing your Database PPS has an option in the Tools menu for database maintenance. This includes a Re-index All Data Files option and an Archive option, both of which should be utilised as part of your regular maintenance routine of PPS. The ... Read More
  5. Creating and Modifying Appointments Appointment With The practitioner is normally selected for you based upon the column on the diary you have clicked to add the new appointment to. This list is dependent on which 'System Users' are marked as a practioner within yo... Read More
  6. Searching for a Client Appointment 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 we... Read More
  7. Setting Up Shop PPS can be easily used in an EPOS (Electronic Point-Of-Sale) environment. While PPS is not a full-blown cash register and stock control system, it does include simple stock levels management, and can be used to serve your clients in “shop-style” ... Read More
  8. Adding a New Appointment 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
  9. Printing the Appointments Diary 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
  10. Creating a New Client Record Creating a New Client record From the Client Details Screen Task Bar -> Client Details or PPS Menu -> Client -> Main Client Detail or <Alt C> 1. I... Read More
  11. 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
  12. Using the PPS Online Booking Admin Module With the introduction of PPS online booking admin, you are able to manage your online booking settings all from one convenient screen! To locate your online booking admin tool, simply click on to tools>>online booking admin. This will o... Read More
  13. Diary Events 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 individua... Read More
  14. Holding List 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 th... Read More
  15. Using the My Pronto Portal Using the My Pronto Portal Please note: This guide is specific to the Pronto Referral process. You will need to record your clinical notes and invoicing in PPS as per usual in addition to the below process. Future updates to Pronto will allow automat... Read More
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