Tutorial

By Ben Baker
18 March 2026
Tutorial

Bulk Moving/ Copying/ Cancelling Appointments

Bulk Moving Appointments Open the Practice Diary > Diary Management > Move / Copy / Cancel Day The following window will open to select the function, staff member, and date. In this example we...

By Ben Baker
18 March 2026
Tutorial

FTA Manager

FTA Manager FTA Appointments can be managed through the FTA Manager.Navigate to the practice diary > Diary Management > FTA Manager The patients are colour codedRed patients have not consented to communicationsOrange patients are...

By Ben Baker
18 March 2026
Tutorial

Check-In Options

Check-In Options The check-in screen is accessed from the patient banner The columns can be changed, to view this openSettings > Practice Settings > Diary Select Waiting to be seen and / or left...

By Ben Baker
18 March 2026
Tutorial

Customising The Diary

Customising The Diary Pearl's diary can be customized in several ways, the first is to use the B to Bold the font You can also choose the font size from Diary User Settings To...

By Ben Baker
17 March 2026
Tutorial

Summons

Summon Patients To set this up you need to go to: Settings > Practice Settings > Diary > Summon Waiting Patients – ensure this is on and your selection has been saved This will...

By Ben Baker
16 March 2026
Tutorial

Speech To Text

Speech To Text You can use your voice to write notes in Pearl.You will need a microphone, or a lapel mic, you can also use the in-built microphone in a laptop or computer. On...

By Ben Baker
16 March 2026
Tutorial

Stock Reorder Levels

Stock Reorder Levels You can manage your stock levels and reordering by going to: Settings > Stock Setup Use this icon to add more items. Complete the stock information, you can enter the Description...

By Ben Baker
16 March 2026
Tutorial

Appointment Block Colours

Appointment Block Colours You can change the appointment block colours from: User > My Settings This will show the areas of the software that can be viewed and changed, specific to the user, this...

By Ben Baker
13 March 2026
Tutorial

Appointment Type Setup

Appointment Type Setup To add and edit appointment types accessSettings > Appointments Setup > Appointment Type Setup Select the + icon to add a new Appointment Enter the description, length and select the edit icon...

By Ben Baker
13 March 2026
Tutorial

Family Appointments

Family Appointments Pearl automatically links patients by address, new family members can also be added directly via the patient details tab The + icon will open a blank patient record to be completed for...