Public Knowledge Base
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Practice Administration
Getting started
Basic Setup
Introduction to Power Diary Calendar
Account Management
Accessing Power Diary
Your Account Management
Subscription and Billing
Exporting Your Data
Practice Administration
Managing Clients
Managing Referrers
Practitioners and Users
Practitioners Availability and Locations
Managing Power Diary Calendars
Rooms and Resources
Marketing Tools
Practice Operations Manual
Team Training
Moving to Power Diary
Appointments and Reminders
Appointments
Appointment Reminders
Client Notes, Forms and Files
Client Notes
Online Forms
Client Files
Communication
Invoices and Payments
Services and Products
Session Packs
Invoices
Payments
Statements and Superbills
Insurance Management (US-only)
Automations
Client Portal
Telehealth
Reports
FAQs and Troubleshooting
FAQs and ProTips
Troubleshooting
Integrations
Google Calendar
Outlook Calendar
Medicare (AUS only)
DVA (AUS only)
MailChimp
Tyro (AUS only)
Stripe
Xero
Physitrack
Support News and Announcements
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Public Knowledge Base
Practice Administration
Getting started
Basic Setup
Introduction to Power Diary Calendar
Account Management
Accessing Power Diary
Your Account Management
Subscription and Billing
Exporting Your Data
Practice Administration
Managing Clients
Managing Referrers
Practitioners and Users
Practitioners Availability and Locations
Managing Power Diary Calendars
Rooms and Resources
Marketing Tools
Practice Operations Manual
Team Training
Moving to Power Diary
Appointments and Reminders
Appointments
Appointment Reminders
Client Notes, Forms and Files
Client Notes
Online Forms
Client Files
Communication
Invoices and Payments
Services and Products
Session Packs
Invoices
Payments
Statements and Superbills
Insurance Management (US-only)
Automations
Client Portal
Telehealth
Reports
FAQs and Troubleshooting
FAQs and ProTips
Troubleshooting
Integrations
Google Calendar
Outlook Calendar
Medicare (AUS only)
DVA (AUS only)
MailChimp
Tyro (AUS only)
Stripe
Xero
Physitrack
Support News and Announcements
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
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
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
