The Settings Springboard

Easily manage your practice with Power Diary Settings Springboard — centralized access to all settings for efficient customization.

The  Settings Springboard is a centralized hub designed to streamline your experience by providing easy access to all the settings and configurations available within Power Diary.

In this article:

• The Settings Springboard Overview
• Navigating the Settings Pages

The Settings Springboard Overview

The Settings Springboard is your go-to place for managing everything from user permissions and calendar settings to appointment reminders and billing options. By organizing these options in one convenient location, the Settings Springboard allows you to quickly navigate and customize your Power Diary experience to suit your specific needs, ensuring that you can efficiently manage your practice with just a few clicks. 

• To open the Settings Springboard, simply click the Settings on the main menu sidebar, as demonstrated on this screenshot:

• The settings springboard is organised in eight different categories, each covering a certain aspect of a practice management. Here is the current breakdown of each category:
  • Practice
    • Business Info
    • Locations
    • Custom Lists
    • Practice Manual
    • Subscription
    • Data Import
    • Data Export
  • Team
    • Practitioner
    • Users 
    • Availability
  • Schedule
    • Calendar Display
    • Resources
    • Client Portal
    • Appointment Flags
    • Cancellation Reasons
  • Communication
    • Email, SMS & Letter Templates
    • Communication Options
    • Reminders
    • Form Designer
    • Tasks
    • Automations
  • Clients
    • Client Types
    • Client Statuses
    • Client Communications
    • Gender, Sex, Pronouns
    • Referrer Types
    • Relationship Types
    • Marketing Sources
    • Tags for Client Files
    • Tags for Waitlist
  • Session Notes
    • Note Templates
    • Diagnosis Codes
    • Physitrack
  • Billing
    • Invoices
    • Services
    • Products
    • Session Packs
    • Saleable Categories
    • Memberships 
    • Tax Rates
  • Payments
    • Payment Methods
    • Insurers
    • Stripe

Navigating the Settings Pages

This settings springboard makes navigating different settings fast and more efficient. You can access everything you need within a few clicks, reducing the time spent managing practice settings.

• To access any settings page listed here, find it in its category and click on its name.

• The settings page you selected will open for you to make the necessary edits. 
• To quickly navigate back to the settings springboard or its categories, use the navigation breadcrumbs located at the top of the page.