Setting Up PPS for Online Appointment Booking

Setting up Practitioner Availability

You must select at least one Practitioner/Diary User for use with Online Appointment Booking. You are able to set a different Display Name for each Practitioner/Diary User.

To access this screen you will need to go to the PPS Tools Menu > Set Up Practitioners and System Users and then highlight the practitioner required and select "Modify".

Online Booking Practitioners

Appointment Types

You must have at least one Appointment Type setup in PPS which is set to be Visible Online.

Again, you can set the Online Display Name for each Appointment Type. You are also able to set the order in which the Appointment Types are displayed in the Online Appointment Booking list.

You must then select at least one Practitioner/Diary User for whom the Appointment Type applies.

All Appointment Types used for Online Appointment Booking MUST have a duration of at least one minute.

To access Appointment Types you can navigate to your PPS Tools Menu > Look Up Tables > Appointment Diary Tables section > "Appointment Types" and then click on "Open".

Online Booking Appointment Types

Locations and Diary Availability

If you use Locations within PPS then you will need to set each one to 'Visible Online' in the Look Up tables area of PPS. Here you can also set an online Display Name - if no Display Name is entered here then the default Location name will be used.

To access Locations you can navigate to your PPS Tools Menu > Look Up Tables > Appointment Diary Tables section > "Locations" and then click on "Open".


Online Booking Locations

Most importantly, there MUST be suitable Diary Availability set up for your chosen Practitioners/Diary Users, Appointment Types and Locations - for more details, use Setting Up Appointment Diaries and Diary Views.

Once You Are Set Up

PPS Online Users:
If you are a PPS Online user then that's it! You are all set up and ready to go.

Local PPS System Users:
If you run a local version of PPS, you will need to run the PPSv4 Sync Server program on your main database machine - this synchronises all of your newly booked appointments with your main system - within 2 minutes of the booking being made.
 

Related Articles
[Video] Setting up PPS for Online Booking
Viewed 636 times since Tue, Mar 15, 2016
Associating Appointments from Online Booking v3 to Clients
Viewed 540 times since Wed, Oct 12, 2016
Setting up your PayPal Business Account
Viewed 2044 times since Mon, Feb 20, 2012
Using the Admin Module for Online Appointment Booking v3
Viewed 1552 times since Mon, Oct 10, 2016
Confirmations and Reminders in Online Appointment Booking v3
Viewed 543 times since Fri, Oct 21, 2016
Predefined Search Options in Online Appointment Booking v3
Viewed 295 times since Tue, Oct 18, 2016
Integrating Online Appointment Booking v3 into your Website
Viewed 778 times since Mon, Oct 10, 2016
[Video] Using PPS Support Live Chat
Viewed 409 times since Fri, Apr 26, 2013
Setting up PPS for Online Appointment Booking v3
Viewed 1019 times since Tue, Sep 27, 2016