Getting started
Learn about how to start using your Power Diary account in few easy steps.
- Starting a Trial Account
- Getting Started With Power Diary
- Setting Up Your Business Information
- Three Types Of Appointments
- Adding New Clients 4 Ways
Account Management
Learn about managing your account and security information.
- Converting Your Trial Account
- Logging into Your Power Diary Account
- Changing my Email Address
- Adding Power Diary to Your Homescreen
- Updating Your Business Information
Practice Administration
Learn how to use Power Diary features to successfully setup and manage your practice.
- Client Profile in Detail
- Managing Referrers and Referrals
- Adding a New Practitioner to Your Account
- Setting Up and Editing Availability
- Sending Reminders to Contacts
Moving to Power Diary
Moving to Power Diary from another system or your own records.
- General Importing Guidelines
- Moving from Simple Practice to Power Diary
- Moving from Cliniko to Power Diary
- Importing your Data - FAQ
- Are You Ready to Switch Over to Power Diary?
Appointments and Reminders
Learn all about Power Diary appointments and client reminders.
- Creating, Editing and Deleting a Client Appointment
- Creating, Editing and Managing Group Appointments
- Creating, Editing and Deleting Recurring Appointments
- Configuring Appointment Reminders
- Sending Appointment Reminders Manually
Client Notes, Forms and Files
Learn how to write notes, use online forms and save documents and files to a client's record.
- Creating a Session Note Template
- Sending Online Forms to Clients
- Creating and Managing Session Notes
- How To Handwrite Session Notes
- Upload Files or Documents
Communication
Learn how to create communication templates, send messages and generate letters.
- Main Communication Settings
- Using the Text Editor
- Sending Letters to Referrers
- About SMS Messages and Fees
- Using a Custom Mail Server
Invoices and Payments
Learn about invoices, payments, receipts and statements.
- Customising Your Invoices/Receipts
- Adding and Managing Payments
- Creating Statements Billed to Clients
- Adding Insurance Information (US-only)
- Using Session Packs
Automations
Learn how to set up and use invoicing, recall and port-appointment automations in Power Diary.
- Managing Automations
- Setting Up an Invoicing Automation
- Setting Up a Recall Automation
- Setting Up a Post-Appointment Automation
- Automations FAQs
Client Portal
Learn how to enable and configure your client self booking portal.
- Setting up Your Client Portal
- Client Portal Access and Settings
- How Clients Register for the Client Portal
- Adding Your Client Portal to Your Website, Social Media and Google
- Client Portal User Manual for Clients
Telehealth
Learn about Power Diary Telehealth system for secure video consultation with your clients.
- Getting Started with Telehealth Lite
- Telehealth Plus+
- Telehealth Lite vs Telehealth Plus+
- Telehealth Lite User Manual for Clients
- Enabling Your Camera and Microphone for Telehealth
Reports
Learn about Reports feature for tracking and optimizing your practice performance.
See all articlesFAQs and Troubleshooting
Find answers to the most frequent questions, pro-tips and troubleshooting advice.
- Power Diary Feature Roadmap
- Need an Intro to Power Diary?
- Editing Appointments On A Mobile Device
- How to Update Your Rates
- Power Diary System Status Page
Integrations
Lear about Power Diary integrations with Xero, Stripe, MailChimp, Google and Outlook Calendar & Mail, Physitrack, Tyro (AU), Medicare (AU) and more.
- Setting up Your Stripe Integration
- Connecting to Google Calendar
- Connecting to Outlook Calendar
- Connecting to Physitrack
- Medicare Claiming & Invoices (AU-only)
Support News and Announcements
Learn about the latest Power Diary support news and announcements.
- Upgrading from .NET Framework to .NET Core
- Updates to How We Refer to Practitioners
- New Telehealth Feature Released
- Data Saved to the Permanent Record
- Update to Medicare and DVA claiming (AUS)