For every Life coach, whether they are doing executive coaching or working more in the arena as a performance coach, it’s vital that they are keeping accurate records of both their face-to-face appointments with clients and also relating to all the financial side of their micro business.
A successful self-employed action coach will have a lot of appointments booked in every week. Keeping on top of them is a continuous ongoing balancing act which needs to be managed efficiently to maximise profits.
Pocket PA is the perfect turnkey, one-stop solution for any self-employed life coach and small business owner to manage their work activities effectively and easily on the go from their phone, tablet or computer.
Gone are the days when overwhelm and disorganisation need to hold back a thriving life coach from breaking through their own glass ceiling!
Pocket PA maximises the time you spend with your clients to earn more money by working smarter using a tool specifically designed to fit the way you operate your microbusiness.
Every efficient life coach and business mentor will have an organised system for booking their clients each week and month. Pocket PA gives a full colour-coded booking diary so it’s always very clear what slots are available and how much you are earning every single week or month or year because the diary is linked straight to your expected income dial.
For those who want to maximise their time even more, it’s useful to integrate the Pocket PA online booking system into their website or social media pages so they can let their clients find their own convenient slots. So you don't need to be a slave to the phone and can keep your day flowing by allowing the client the convenience to see when you have spaces and book accordingly without any back and forth emails or ping pong telephone calls!
Minimise any forgotten or last-minute cancellations by sending out automated SMS & email reminders of the upcoming appointments, so clients won’t forget when they are seeing you next. This one act alone can really skyrocket your earning potential by ensuring that your time is not wasted by forgetful clients.
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
Free ‘helper’ apps (UK only) give you full appointment overview and directions using Google Maps & Waze
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.
1-click visual dials give very easy to understand information on both income and expenses and what you what your net profit then equals. Red represents outgoings and green shows income, so you can understand at a glance what your profit is looking like and instantly see the Financial Health of your business.
Snap, sort and save receipts on the cloud when logging business expenses so nothing is ever lost, and you claim for everything which is allowable to offset against your income.
The app has a recurring expense feature for your regular room rent or phone bills and also helps you track business mileage if you go between clients or use your car for work.
When you are asked to mentor busy people, it’s easy to get caught up in doing what you love doing best and leaving the admin side of things till the end of the week or month.
Pocket PA makes it easy to keep on top of every admin task as you go along, which saves you many hours of tedious, repetitious and mundane activity all in one go which no-one likes to do!
There is one single red button to show you anyone who still owes you money at the end of the week or month so you can easily follow up and collect what's due without any headaches!
Collecting payments efficiently can also be done using the in-app card payment option or by using the one-step invoicing system which means that when a client pays you, it will be tracked directly into your income dial and you won’t need to keep chasing for any monies owed.
Getting paid faster online means fewer trips to the bank to pay in cash which ultimately takes time out of your day when you could be earning more money and seeing more clients.
It's simple and convenient to send an invoice using Pocket PA using ONE BUTTON! And the clickable link inside the invoice email means that it's super easy for your clients to make their payment too! Win-Win!
Take the advice you might give in one of your own coaching sessions and streamline your own admin activities by working more efficiently using this powerful business-in-a-box tool. With a free 30-day trial you can get going today.