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  1. 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
  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. 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
  4. 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
  5. 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
  6. Archive Appointments Diary Archiving Appointments Diary An optional feature of PPS is the ability to archive older appointments from the current PPS diary. Archiving older appointments reduces the file size of the 'live' appointments diary, which will incre... Read More
  7. [Video] Setting up a diary event Diary events are a useful feature to PPS which control the information based on bookings of any kind of event that get held at the clinic/practice. From adding the event to the diary to show that a certain time and&... Read More
  8. Adding and editing diary availability in PPS Express If you are a PPS Express only user, you have the ability to manage and edit your appointments diary when logged in to PPS Express. To set up your appointments diary simply click ‘settings’ in the top right hand corner of your screen and t... Read More
  9. Appointment Diary Options Appointments Diary Options The Appointments Diary Options give the PPS system users control over how the diary works, and how information is displayed in the diary. The Options screen that is displayed has 5 tabs along the top; one tab for each ca... Read More
  10. 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
  11. 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
  12. Setting a Default Diary User in PPS Express When using the Diary in PPS Express, the system will remember the last Diary User that you have selected - so you can move away from the Diary and still remain on the same Diary User and week when you return. When you first use PPS Express, if you ... Read More
  13. 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
  14. 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
  15. 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
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