Guides and Reports

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This page contains links to activity-specific guides to using AppointmentsPRO,
and samples of reports that can be obtained.  If you would like one of these
reports for your Practice, or have a custom reporting requirement, please
contact the Helpdesk on 0845 165 5119
 

QuickGuides (.doc)

Booking a Recurring Appointment
 
Changing A Practitioner's Offered Hours
 
Client Cancellations
 
Closing a Case
 
Editing a 1st Ongoing Appointment
 
Emailing reports
 
Finding and making 1st Appointment
 
Recording Attendance and Payments
 
Installing new reports
 
Marking a Client as Seen from the Close Day Screen
 
Marking a Client as seen from the Booking Screen
 
Placing a Client on the Waiting List
 
Marking a Practitioner as On Leave
 
Setting up a New Counsellor
 
Updated! Working with Groups and Families

Reports (.pdf)

Waiting List Status
Average Payment per Appointment (Business-wide)
Average Payment per Counsellor
Appt Types by Local Authority
Presenting Problems
 
 

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Last modified: 09/06/2005.