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  1. 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
  2. Blocking Out Appointment Slots 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
  3. 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
  4. Treatment Episodes All clinical notes in PPS are stored within the framework of Treatment Episodes; each time you see a client, this is a Consultation – one or more Consultations form a Treatment Episode. This allows you to see a client several times within the same ... Read More
  5. 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
  6. 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
  7. Activity Templates Activity Templates are a key part of PPS. Whether you are sending out a client letter, an e-mail to thousands of your patients or confirming an appointment booking via SMS, you will inevitably start using automated templates at one point or another a... Read More
  8. 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
  9. 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
  10. 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
  11. 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
  12. 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
  13. Setting up your PayPal Business Account If you use PPS Online Appointment Booking for your website then you have the option of integrating your PayPal account with your Online Booking system so that you can receive credit card payments from your patient’s online booking. You can then... Read More
  14. 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
  15. Treatment Rooms and Locations PPS provides the ability to create and associate ‘locations’ to diary users (alongside client’s records, charges and payments). Furthermore there is the ability to create and associate ‘treatments rooms’ with a diary use... Read More
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