The basics of Power Diary: adding clients and working with appointments and invoices.
14 articles
Not sure how to check your invoices, or want to change your plan? Start here.
6 articles
What you need to know about managing your account and security information.
12 articles
Moving to PD - whether from another system or your own records, start here:
30 articles
Account setup guides and training guides for staff members
5 articles
Learn how to log into your account and create shortcuts to Power Diary.
11 articles
Learn how to manage your users and their permissions and add and manage practitioner.
10 articles
10 articles
Learn how to set your availability and manage and configure your locations.
5 articles
Learn how to add and manage clients and referrers.
21 articles
Learn how to write session notes and save documents and files to a client's record.
8 articles
Learn how to build and send forms for your clients to complete online.
8 articles
Learn how to create communication templates, send messages and generate letters.
19 articles
Our integrated Telehealth system enables secure video consultation with your clients.
12 articles
Learn how to configure automatic and manual appointment reminders.
9 articles
How to set up your services, products and configure session tracking.
7 articles
Learn about invoices, payments, receipts and statements.
29 articles
Learn how to track sessions, money or hours spent working with a client
4 articles
Learn how to enable and configure your client self booking portal.
8 articles
Rooms and Resources
3 articles
Learn how to use Power Diary's powerful marketing tools to send bulk communication.
3 articles
The ready-to-go Practice Manual for your business.
2 articles
Articles on which reports to run, how to run them and common reporting questions.
9 articles
Learn how to get your data in and out of Power Diary.
1 article
These articles that answer the most frequent questions and offer pro-tips
34 articles
Articles on how to troubleshoot various errors or common issues.
10 articles
24 articles
Learn how to connect your account to Stripe and process credit card payments.
5 articles
Learn how to connect your Power Diary and Xero accounts and send your data to Xero.
3 articles
Learn how to connect your account to MailChimp and send email addresses to a list.
3 articles
Learn how to connect Power Diary to Google Calendar to sync your appointments.
2 articles
Articles pertaining to sending information securely to referrers or others.
1 article
Our Australian clients can learn to connect Power Diary to your Tyro terminal.
6 articles
Learn how to configure your account for Medicare claiming and submit claims.
10 articles
Learn how to setup your account for DVA claiming and submit claims.
5 articles
Learn how to connect Power Diary to PhysiTrack.
1 article