01
Help System
The full online Help Manual — HTML-based, opens in your browser. New pages are asterisked (*) so you can spot what's been added since your downloaded version. Page Help is also available within the program on every screen.
Help Index
Master index of all help pages, quickstart guides, how-do-I topics, and page-by-page reference.
csHelp/Help/index.html
live
What Does It Do?
Comprehensive overview of the software's purpose and full capability — a good starting point for new visitors.
csHelp/Help/whatisit.html
Page 1 Help — Patients
Help for the main patient records screen — the primary view for day-to-day practice use.
csHelp/Help/patients.html
Page 2 Help
GP & therapist contacts, CPD, legal reports, associate contracts, insurance letters, and staff management.
csHelp/Help/Page2Help.html
Page 3 Help — Herb & Homeopathic
Herbal prescriptions, homeopathic remedies, supplement histories, and linked stock/invoicing.
csHelp/Help/Herb & Homeopathic History.html
Page 4 Help — Dictation & Documents
X-ray, picture, film and document area. Dictated notes. Visual/media attachments to patient records.
csHelp/Help/page4.html
Page 5 Help — Five Elements
Five element analysis, acupuncture pulse histories, Chinese and western astrology profile links.
csHelp/Help/5 elements.html
Webviewer Help
Built-in browser within the application — lab tests, research links, CPD resources, online suppliers.
csHelp/Help/webviewer.html
Setup & System Configuration
System settings, screen size, practice defaults, currency, user access control, passwords, and letterheads.
csHelp/Help/Setup.htm
Nutrition & Lab Tests
Order lab tests online from within the program. Manage nutrition records and link to lab results.
csHelp/Help/NutritionLabTests.html
Nutrition & Supplement Invoicing
Invoice for herbal mixes, supplements, homeopathic remedies and products with batch and stock control.
csHelp/Help/NutritionInvoicing.html
Importing & Exporting
Bring data in and move it out. Tab-limited, comma-separated and other formats. Year-end accounts exports.
csHelp/Help/importing.html
Block Booking
Book daily slots for multiple rooms, units, courses or properties — for clinics, sitter agencies, and more.
csHelp/Help/blockbooking.html
Agency Multi-Booking
Searchable scheduling for sitters, rooms, cottages or rental units — extends the calendar system.
csHelp/Help/agencybooking.html
Podiatry & Reflextherapy
Specialist page for podiatrists and reflextherapists — quick-input of salient treatment features.
csHelp/Help/feet.html
Skype Integration
Integrate Skype phone and messaging directly from within patient records and letter-writing.
csHelp/Help/Skype.html
Treatment & Project Planning
Guide to the treatment and project planning area introduced in V9 (March 2009).
csHelp/Help/treatmentplan.html
How Do I…?
Step-by-step answers to the most common tasks — booking, mailing, receipts, accounts, remedies and more.
csHelp/Help/howdoI.html
02
Quickstart Guides
Short, focused guides for getting up and running with CrystalSolutions fast — available both online and bundled inside the demo download.
Tip: Start with the 2-minute Quickstart tutorial from the Scripts Menu inside the program, then use "How We Use It" from the Help index. Page Help (? top right of every screen) and mouseover Tooltips are available throughout.
Quickstart A — How We Use It
The recommended first read — walks through the program the way the developers use it in daily practice.
csHelp/Help/QUICKSTARTa.html
Quickstart B — Accounts & Receipts
Covering the accounts section — receipts, payments, unpaid treatments, and year-end export.
csHelp/Help/quickstartB.html
Quickstart C
Third quickstart module — additional workflows and features beyond the basics.
csHelp/Help/quickstartC.html
Slowstart — Thorough Guide
A more detailed walkthrough of the installed product for those who prefer to read everything before starting.
csHelp/Help/TheInstalledProduct.html
Legacy Quickstart Manual
Quickstart manual for the older, unsupported legacy versions of the software. Externally hosted.
members.lycos.co.uk (external)
external
03
Video Tutorials
Three video tutorials covering the core workflows. Also available on YouTube. Each is a downloadable .mov file (~12–17mb).
Tutorials Index
Landing page for all three video tutorials with descriptions and download links.
Tutorials.html
Tutorial 1 — Intro & Quickstart
Introduction to the program and quickstart walkthrough. 12mb .mov file.
tutorial 1.mov
Tutorial 2 — Putting In More Info
Using pages 1–6: webviewer for lab connections, diet diary comparisons, x-ray storage, dictating notes. 17mb.
tutorial 2.mov
Tutorial 3 — Patient Groups & Mailshots
Creating patient groups for quality audit or mass mailing, assigning colours, setting up stationery. 17mb.
tutorial 3.mov
YouTube Channel
Video tutorials also hosted on YouTube for easy browser viewing.
youtu.be/LXBbjry8P0I
external
04
FAQ & Registration
Frequently asked questions, demo notes, registered user forums, and how to purchase and register the software. Registration is now via PayPal (£68) following the closure of Kagi.
Registration update (Aug 2016): Kagi is no longer available. Registration is now via PayPal at £68. Includes 3 months free email tech support and a Registration Identifier to unlock unlimited records.
FAQ & Registration Info
Main FAQ page — demo notes, registration details, support options, help manual links, and quickstart.
FAQ2.html
Register via PayPal
Purchase and register CrystalSolutions for £68 via PayPal. Unlocks unlimited records.
registration.html
Registered Users Forum & FAQ
Private forum for registered users — bug reports, tips, additional FAQs, and community discussion.
soul-trade.com/CSForum
soul-trade.com
Demo Users Comments & Forum
Open forum for demo users to post comments, questions and feedback. No login needed to view.
soul-trade.com/CSForum
soul-trade.com
05
Support
Support options for registered users — email, Skype, telephone (UK), and online help. Mark urgent emails with "crucial" in the subject line to crucial@CrystalSolutions.org.
Support Overview
Full support details — 3 months free email support with purchase; extended 1-year support for £30; UK telephone support for £50.
support.html
Online Help Manual
HTML help manual — the first place to look. Updated frequently; check online for the latest version dates.
csHelp/Help/index.html
FAQ Page
Check the FAQ before emailing — most common questions answered here, including registration.
FAQ2.html
Emergency Email Support
For urgent issues, email crucial@CrystalSolutions.org with "crucial" in the subject line and your identity/support code.
crucial@CrystalSolutions.org
General Enquiries & Skype Training
Remote Skype training session available from £12. Contact to arrange a time and get set up quickly.
enquiry@crystalsolutions.org
06
Training
Face-to-face training days were held in Grange-over-Sands, South Lakeland — combining practice management software training with a CPD certificate. Now archived. Remote Skype training remains available.
Training Day Details
Audit & Practice Management Training Day at St Paul's Parish Hall, Grange-over-Sands. CPD certificates. £35. Now archived.
Training.html
archived
Training Day Map & Details
Location map and logistics for the Grange-over-Sands training day. South Lakeland venue details.
Trainingmap.html
archived
Book Remote Skype Training
1–2 hours of remote training via Skype from £12. Get properly up and running with the software.
enquiry@crystalsolutions.org
still available
07
About the Practitioners
CrystalSolutions was developed and used in real practice by Jolyon D. Wardle DO, ND and Valerie Wardle BSc(Hons) Ost Med — retired Osteopaths and Naturopaths based in Cumbria. The software was built from genuine clinical need, refined over 9+ years of daily use.
The Practitioners
Jolyon D. Wardle DO, ND & Valerie Wardle BSc(Hons) Ost Med — registered with the General Osteopathic Council and GCRN. Now retired from practice.
practice2.html
retired
What is Osteopathy & Naturopathy?
Practice information — explaining osteopathy and naturopathy to patients. FAQs, hydrotherapy and osteoporosis leaflets.
pracinfo.html
Hydrotherapy Leaflet (PDF)
Practice leaflet on hydrotherapy — a naturopathic treatment used alongside osteopathy.
hydro leaflet.pdf
Osteoporosis Leaflet (PDF)
Practice leaflet on osteoporosis — patient-facing information resource.
osteoporosis leaflet.pdf
Clinic Page (Soul-Trade)
The retired Grange Osteopaths Clinic page, now archived on soul-trade.com.
soul-trade.com/clinic
archived
08
Contact
CrystalSolutions is now archived and semi-retired. The main contact route is email. For broader web or software work, visit soul-trade.com.
Contact Page
Main contact page for CrystalSolutions enquiries.
contact.html
General Enquiries
For software enquiries, custom solution requests, and training bookings.
enquiry@crystalsolutions.org
Urgent Support
Mark subject "crucial" — for registered users with critical issues. Quote your identity code.
crucial@CrystalSolutions.org
Soul-Trade Contact
For web presence, custom software, or general enquiries beyond CrystalSolutions — the parent studio.
soul-trade.com/contact/
soul-trade.com