Getting Started With Power Diary
Welcome to Power Diary! It’s great to have you on board. We know that you’re keen to get started using the system so we’ve crafted this manual to help make the transfer process as simple and smooth as possible. We’ll guide you through the process of setting up your account with your business details and configuring your preferences so that you can start using the system in no time.
In this article:
Configure the Account Settings
It’s time to add in your business details and customize the setup preferences in the account. We’ve made this easy for you by combining this in the ‘ Configuration’ area of the Settings menu.
For steps on adding your Business Info, Locations, Calendar Display, Reminders, Invoice and Communication settings see the related item below:
Business Info
This page allows you to input the main information for your business including Business Name, Tax ID (or ABN for Australian users), Country, Time Zone and Locale.
1. Go to Settings > Configuration > Business Info
2. Fill out the details and click ‘Save Changes’
Note 💡
The accounts set up in the USA (when United States is selected in the Country field), will see a section on the Business Info page for capturing the Practice Billing Provider Information which includes their organization NPI number and Taxonomy code.
Locations
Here you will add in the location details for each of your locations, or edit an existing location to fill out the address details.
1. Go to Settings > Configuration > Locations
2. Click ‘Add Location’ to add a new location or to edit an existing location click on the location name
3. Fill out the details and ‘Save’
You will notice that you can select a color for each location, this will color code the calendar where you have been made available in that location and is a helpful way to visually keep track of multiple locations (this will make sense once we add in your availability further down).
Calendar Display
Here you’ll be customizing the display of your calendar based on your requirements and preferences.
1. Go to Settings > Configuration > Calendar Display
2. Select your preferences and ‘Save Changes’
Reminders
Here you can select your automatic notification options such as whether you would like an automatic SMS or Email reminder (or both) to be triggered prior to client's appointments. You can also select for an email reminder to be sent to the client at the time of the appointment being booked. The system allows up to three automatic reminders to be triggered prior to the appointment.
This page also allows you to configure if you’d like to set up Event Reminders which remind you in the ‘Reminders’ area of the calendar.
1. Go to Settings > Configuration > Reminders
2. Update according to your preferences
3. Click ‘Save Changes’
Invoices
Here you will be adding information to be shown on all invoices such as the business logo, as well as choosing what you’d like shown on the invoices. You can also set where you’d like your invoice numbers to start from (by default they will start at 1).
1. Go to Settings > Configuration > Invoices
2. Enter details and select preferences
3. Click ‘Save Changes’
Business Logo 💡
Power Diary allows you to add your business logo to all documentation that you generate in your Power Diary account and either print off, download or email to your clients.
1. While still on the Settings > Configuration > Invoices settings page, you can upload your business logo. This logo will be used on all documents that you print from your Power Diary account.
2. Go to Settings > Client Portal > Branding and upload your logo there too. This logo will be used on your client portal home page and in all documents that are shared or emailed to clients from your Power Diary account.
Communication
Here you can enter your business email and mobile number (this is used internally and not seen by clients), enable merging client's time zone in communication, enable Telehealth Plus+ feature. You can also link to your Mailchimp account to sync email addresses into.
Important
Please read carefully all the information on this page to make sure that you are aware of what each setting does. If you hover over the underscored text, a tool tip message will show, with detailed explanation of what this feature does.
1. Go to Settings > Configuration > Communication
2. Enter communication details
3. Enable the features you would like to use
4. and ‘Save Changes’
Create Practitioners
It’s time to create your practitioners. You’ll notice that the words ‘practitioner’ and ‘calendar’ are used in the system. A Practitioner is typically created and refers to each person who is taking on bookings. For example, if you are a psychology practice your Practitioners would be created for each psychologist who is taking on bookings.
1. Go to Settings > Practitioners > “Add New Practitioner”.
2. Fill out the details and then ‘Save’.
You can then work through the practitioner menu to fill in the practitioner’s Details, Settings, Insurers (ie provider numbers), Google Sync, Available Services and Availability.
The Available Services menu is related to using the client portal for online bookings as this allows you to nominate which services that practitioner can provide. If you aren’t going to be using the client portal then you can skip this.
Note💡
We’ll discuss how to set up Availability and Services in this article below.
Create User Logins
‘Users’ are the collection of individuals who will be logging into the account. They may not necessarily have a calendar in their own name, as they can include receptionists, administrators, bookkeepers, and anyone else who requires login access. You can have an unlimited number of users in the system regardless of your subscription plan, and we recommend creating everyone with their own unique username and password.
1. Go to Settings > Users > ‘Add New User’
2. Enter the user's details. Their email address must be unique because it will serve as their Power Diary username. They will use this email to login and reset their password if needed.
3. Work your way through the Available Features list to nominate what areas of the system you would like the user to be able to access. If you hover over the individual feature you will see some information on what the access includes.
4. Click ‘Save’
Note 💡
For users who have a practitioner’s calendar, you can set their ‘Default Calendar’ to be their practitioner name. This then gives them access to be able to see the notes, files etc of the clients assigned to their practitioner. For general users who are accessing all calendars (such as receptionists), you would not need to assign a default calendar.
Set Practitioner(s) Availability
Here you’ll be setting up the available working hours for each diary. As we touched on in setting practitioners, each availability will be linked to a location which in turn colors the calendar for the available times.
1. Go to Settings > Availability> Select Practitioner > Add New Availability.
2. Set practitioner's working hours for each day and the location where they will be working.
3. Click ‘Save’.
You can create multiple weekly availabilities for each diary, this is used if the availability is recurring fortnightly or monthly, or if the practitioner works across multiple locations (in which they would need availability per location).
Set Custom Lists
Further customisation for your account can be performed in the Custom Lists section.
1. Go to Settings > Custom Lists
2. Select the list to customize and click “Add”
3. Enter the details and ‘Save’
Set Services
Your services and products are what you are invoicing your clients for. To create your services based on the services that you provide:
1. Go to Settings > Services > ‘Add Service’.
2. Enter the service details and ‘Save’
Set Products
1. Go to Settings > Products > ‘Add Product’
2. Enter the product details and ‘Save’
Set Resources
If you require to allocate rooms, equipment or other types of resources to your appointments, Power Diary enables you to do so.
1. Go to Settings > Resources > Resource Groups and set up all the different groups for your resources.
2. Then go to Settings > Resources > Resource Items and create items that belong to each resource group.
Request Data Import
If you are transferring from another system and have an existing list of data that you would like to be imported we can do this for you (and for no extra charge!). You will need to export the data out of your current system first. The data that we are typically able to import includes clients, appointments, notes, referrers, referrals, contacts, third parties, services and products.
Once you have obtained a list of the data that you would like imported, submit the request form and upload the data through your account via Settings > Data Import. This will submit the data to our import specialist who will take care of this for you. If you have any requirements or questions please add them to the Note field before submitting the data and an import specialist will be in touch.
Note💡
If you don’t have any existing data to import - don’t worry! You can add new clients and appointments directly into the system.
New clients can be added via People > Add, or by accessing the calendar, highlighting a time and selecting ‘Add New Client’ which will add a new client and a new appointment.
Get Help
That’s it. The account setup is complete and you should now be ready to start using the system for client bookings.
For further resources,
1. we have our knowledge base which can easily be accessed from our website.
Advice💡
You may want to start with the Training collection of articles, which provides setup guides on the more advanced level.
2. If you are logged in Power Diary, you can click clicking on the Help menu. This handy shortcut will open the submenu, where you can view the following tabs:
- Get Help - to contact customer support team via email or live chat;
- Knowledge Base - to navigate to our help articles and
- System Status - to navigate to the system status page where we post notifications of any current system issues and progress in their resolution.
3. We also welcome you to contact our support team by email at support@powerdiary.com, or by booking a free support phone or video call.
We hope that this has been helpful with getting you set up and hope that you enjoy using the system.
Regards,
The Power Diary Support Team
P.S. We also post regular tips and new features on our Facebook page so be sure to follow us to keep in the loop.