Video Course: Practice Manager
This video course consists of a set of 9 videos, each covering specific topics. 
| Practice Manager |
Course Level |
| Duration |
Pricing |
Pre-Requisite |
Beginner |
Intermed |
Advanced |
| 9 Videos x 10-min each |
$300* |
None |
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* pricing for current Financial Year subscription; unlimited access.
Practice Manager 1
This video will introduce you to navigating
Practice Manager
- Navigation
- Client browser
- Preview pane
- Icon bar
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Pactice Manager 2
This video will introduce you to customising Practice Manager and the additional databases within the module
- Options - clients and prospective clients
- Customise colours
- Additional databases - prospective clients, firm address book, your address book
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Practice Manager 3
This video will introduce you to creating clients, user information and offices
- Creating a new client
- User information
- Offices
- Updating client information
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Pactice Manager 4
This video will introduce you to extra information, client relationships and reports
- Extra labels
- Client relationships
- Reports
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Practice Manager 5
This video will introduce you to the user diary in Practice Manager
- Viewing your diary
- Adding an event into your diary
- Setting up new events
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Pactice Manager 6
This video will introduce you to customising your diary and the To Do Lists
- Options - diary & general
- To Do lists
- Private events and To Do lists
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Practice Manager 7
This video will introduce you to other users diaries and the daily group planner
- Viewing other users diaries
- Setting up a new group
- Daily group planner
- Recurring events *new
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Pactice Manager 8
This video will introduce you to leave events, the annual leave planner, firm holidays and event reports
- Setting up leave events
- Annual leave planner
- Firm holidays
- Event reports
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Practice Manager 9 *new
This video will introduce you to Mail Merges within Practice Manager
- Mail merges within Practice Manager*new
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