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  1. Viewing an Invoice and Marking it as Paid To view an Invoice, navigate to the Client Log for the Client in question and click the Invoice from the list. From here, there is the option to mark the Invoice as paid by choosing a payment method from the drop down list. You are also able to e... Read More
  2. 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
  3. Adding, Searching, and Editing Clients Adding a new client In order to add a new client in PPS Express, click 'Clients' at the top of the screen and then click the green 'Add New Client' button. From here you can add as many or as few details as you l... Read More
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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
  10. Setting up PPS for 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 t... Read More
  11. 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
  12. 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
  13. Configuring PPS Self Check-In The PPS Self Check-In configurator comprises of one screen with two tabs. The two tabs allow you access to the Practitioner Waiting Room Instructions and Configuration Settings. Practitioner Waiting Room Instructions This screen displays a list... Read More
  14. Using PPS Self Check-In PPS Self Check-In allows your patients to mark themselves as arrived for pre-booked appointments in your PPS appointments diary and also to confirm their contact details. PPS Check-in can run on any Windows tablet or PC and connects to your PPS datab... Read More
  15. 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
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