Pronto Portal Setup Checklist

Please Note: This article relates to both the TM2 and TM3 versions of the desktop software.

How Pronto Portal works 

Pronto Portal allows you to add your Location(s), Practitioner(s) and their corresponding availability (working hours) and then make this information available to various 3rd parties that you choose to.

This means you can have one Diary that is able to receive bookings from a number of sources.  You would then sync the Diary from Pronto Portal with your current diary system whether it be digital or paper to ensure no overlap.


Keys steps for setup for single location clinics
  1. Follow the wizard that appears on login.  This will appear each time until complete.  The process is documented HERE
  2. We (The Pronto Team) will check your settings and confirm these with you with 24 hours.
  3. Setup the Diary / Availability.
  4. You may wish to also add additional Practitioners (Diaries) to Pronto Portal.  The full explanation on how to do this can be read HERE

Keys steps for setup for multi-location clinics
  1. Follow the wizard that appears on login.  This will appear each time until complete.  The process is documented HERE
  2. We (The Pronto Team) will check your settings and confirm these with you with 24 hours.
  3. Add additional Locations.  
  4. Add additional Practitioners
  5. Setup the Diary / Availability.

How to receive your first booking

This part is really simple, if you've done the above, it should just happen.  To maximise the opportunity of a booking you need to add as much availability as possible to Pronto Portal.