Public Knowledge Base

Back to home

Public Knowledge Base

Practice Administration

Practice Administration

Learn how to use Power Diary features to successfully setup and manage your practice.

Managing Clients

Client Profile in Detail

Setting Up and Allocating Client Types

Setting Up and Using Client Classifications

How to Toggle Alerts for Clients

Adding Client Contacts

Client Mega Menu

Client Tasks

Using Diagnosis Codes

Using Cancellation Reasons

Managing Couples Appointments

Adding And Managing Clients In Waitlist

Managing Vaccination Status with Clients

Merging Duplicate Clients

Archiving, Deleting and Restoring Clients

Updating Profiles in Bulk

The Practice Dashboard

Managing Shared Profiles

See more

Managing Referrers

Managing Referrers and Referrals

How to Identify Your Top Referrers

Practitioners and Users

Adding and Editing Practitioners

Adding a New Practitioner to Your Account

Managing Users

User Permissions For Practitioners

Changing The Default Practitioner For New Clients

When a Practitioner Leaves

Account User Settings

Showing Your User Time Zone In the Calendar

Assigning Multiple Practitioners to a Client Profile

User Permissions For Reception/Admin Staff

User Permissions For Accountants

See more

Practitioners Availability and Locations

Setting Up and Editing Availability

Setting Up and Using Multiple Locations

Setting Availability Tips and Tricks

Managing Location Changes in Power Diary

Reflecting Location Types on Appointments

See more

Managing Power Diary Calendars

What is Private Mode?

Printing Your Schedule

Using Practitioner Groups

Editing Your Calendar Display

Using Coloured Appointment Flags

Notepad

Using the Locations Filter

Adding Breaks To Your Calendar

Appointment Statuses, Symbols and Calendar Legend

See more

Rooms and Resources

Setting up Resources

Managing Resources for Appointments

Finding an Appointment Time for a Resource

Marketing Tools

Recording Client Sources

Sending Bulk Communications

Practice Operations Manual

Enabling and Managing Your Practice Manual

Use of the Practice Manual

Team Training

Practice Setup Guide - The Basics

Practice Setup Guide - Advanced

Training for Admin/Reception Staff

Training for Practitioners