Over the years, counselling has helped so many people to improve their quality of life. Counsellors, therapists, and psychologists have successfully assisted people to effectively manage their mental stress, anxiety, and other such issues with one-to-one appointments and services.
However, these professionals also deal with their own challenges whilst carrying out their routine business activities. Managing their own 'business admin stuff' is often an ongoing battle to get on top of, including tracking all their appointments and recording all the financial income and outgoings of the business.
But it doesn't have to be that way any more! Pocket PA is the 'magic sauce' your business needs to get yourself organised and on top of your income and expenses, all in one place
If you are a clinical psychologist working in the field of mental health, you will understand first hand that a successful counselling practice is much more than just guiding and treating people face to face. Alongside the patient interaction, the key to running a thriving clinic is to manage all its routine admin tasks in a professional manner.
These include managing time and money, keeping track of bookings and appointments, and handling the financial accounts to name but a few.
Only when a professional counsellor manages these aspects of their business effectively, are they able to earn a truly healthy profit. Pocket PA, a smartphone web-based app (that works on any device, tablet or computer), is the best counselling business app you can use to manage everything all in one place, on the go.
This turnkey solution is like a 'business in a box' companion for any busy counsellor to use to manage all their business tasks.
Have a look below at some of the things you can use this niche therapist app for.
Understand your finances instantly with colour coded dials to see how much you're earning every week, month & year
Pocket PA, made with love by a mum for her daughter, aiming to help all other like minded microbusiness owners work smarter, not harder
Take card payments within the app using Stripe, so you'll get paid faster. No card reader needed
Appointment Reminders and Thank you messages to minimise no shows & forgotten appointments
Let your clients book through your website or Facebook/Instagram page to take bookings anytime
Manage all your business admin in one place with everything jargon free - Eliminate overwhelm today
Snap, sort and store receipts to the cloud, so nothing is ever lost and everything can be claimed for
Customise your diary with beautiful colours to help you see exactly what you are doing each day, week & month
Eliminate your carbon footprint using a digital app that requires no paperwork mountains or deforestation to run your business
All data is securely backed up on the cloud and accessed using encrypted password protection
'Mobile Friendly’ to use in any Phone web browser - you can make a shortcut to bookmark the web app on your Homescreen
Sign up, no card details needed, then low cost affordable subscription with no tie-ins & 100% TAX DEDUCTIBLE
The app gives directions between appointments & tracks all your business mileage - simple, quick & easy.
See who still owes you money at the click of ONE button and track all missing payments instantly.
Having the data for your accountant is simple as you can set the app to get info sent to your inbox as a spreadsheet.
Pocket PA as the perfect therapist booking software tool with its beautiful colour-coded diary. It also has the ability to automatically book appointments via its new online booking platform which you can embed into your website or social media accounts. All you have to do is to enter a few basic settings once, and it will show available appointment slots just the way you'd like it to, so you can take bookings even when you are busy seeing clients.
Furthermore, the app can send your clients an automated appointment reminder SMS or email before the scheduled day, to minimise forgotten slots and reduce the chances of wasting your precious time with fewer cases of cancelled bookings.
So, if they have changed their mind or can’t make their pre-arranged counselling session with you, and are no longer able to attend, you'll be notified early enough to hopefully fill it with another client and keep your productivity levels high and your profits growing.
Apart from using Pocket PA as therapist appointment software, you can also use it as a money management tool. It can easily record all the transactions you make each day and save them safely on the cloud. This way, you will be able to simply track all your income and expenses and clearly see any outgoings that might be affecting the profitability of your business.
Tracking income shows up in your 'expected income' dial which gets greener and greener as all the money is paid for that week, month or year. Business expenses take less than 1 minute to log and categories and receipts can be photographed and safely stored for your accountant to review anytime.
In addition to that, you will have a clear window on your finances to see the profit you are making at any time of the year as all the data can be accessed easily with just a few taps on your smartphone and this shows on 1-click dials which are very easy to understand.
Pocket PA has integrated with Stripe to let users take card payments without needing a card reader and sends one-click invoices directly to clients via email with a clickable link for them to pay you. Once the payment is received it's automatically logged onto your income dial and everyone is happy.
No-one can deny the fact that productive time is the key to profitability in every profession and clinical psychology is no exception.
The better your time is managed, the more clients that can be seen and enhanced profitability ensues. With Pocket PA to hand, psychologist appointments can be efficiently managed to save time and shine a light on your profitability to give a much clearer picture on the overall financial health of your business.
And best of all, it’s also a 100% tax-deductible business expense! Keep on top of your own overwhelm and make the smart move.
Start your FREE no-risk 30-day trial now using Pocket PA to transform all your business.