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  1. Exporting Client E-Mail Addresses You can use the PPS reporting function to export a list of your client's email addresses. The Custom Excel option allows you to build a spreadsheet with data fields specified by you. This guide will specifically look at exporting email addresses... Read More
  2. Mail Merge A Mail Merge is a way of contacting multiple clients with a pre-set template via Email, SMS, or Letter. Section 1 - Configuring your Client Contact Preferences Before you start the process of a Mail Merge you will need to configure your cli... Read More
  3. Appointment Types When booking appointments and events in PPS you have the option to assign specific Appointment Types to each booking. These allow you to define the nature of the booking, control what charges will be raised upon completion, and set a particular corre... Read More
  4. Confirmations and Reminders in Online Appointment Booking v3 Note: This guide is only relevant for Online Booking version 3 which was made available from 20/10/2016. If you acquired Online Booking before this time or have not been upgraded to v3 then you can set up Confirmations and Reminders for Online B... Read More
  5. Predefined Search Options in Online Appointment Booking v3 Note: This guide is only relevant for Online Booking version 3 which was made available from 20/10/2016. If you acquired Online Booking before this time or have not upgraded to version 3 please see the following guide: Integrating PPS ... Read More
  6. Associating Appointments from Online Booking v3 to Clients Note: This guide is only relevant for Online Booking version 3 which was made available from 20/10/2016. Online Booking Client Creation and Matching When a client books an appointment via your PPS Online Appointment Booking ... Read More
  7. 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
  8. Integrating Online Appointment Booking v3 into your Website Integrating PPS Online Booking into your Website Note: This guide is only relevant for Online Booking version 3 which was made available from 11/10/2016. I... Read More
  9. 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
  10. Unsubscribe Links in Emails If you send emails from PPS Hosted, PPS Express or PPS Online booking and use the built in Sendgrid service provided free of charge you may have noticed the unsubscribe link automatically placed at the end of emails sent. Why this link is ... Read More
  11. 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
  12. PPS Client Import Utility The PPS Client Import Utility allows clients to be imported en masse into PPS using a standard spreadsheet file. Additional information and information held in different formats - such as data from systems other than PPS can be imported into PPS by... Read More
  13. Setting up PPS Hosted for Android Installing the Remote Desktop app The Microsoft Remote Desktop is a free app that will allow you to connect to your PPS Hosted session from your android device. Navigate to your Android App Store (Play Store, Google Play) and search for Microsoft... Read More
  14. 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
  15. Integrating PPS Online Booking into a Website Please Note: If you are not experienced with web design/development and do not intend to employ the services of a professional web development service we do offer a pre-made Holding Page which can be linked to your existing website for no extra charg... Read More
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