For every life coach, business coach, mentor or supervisor, 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 not just their face-to-face appointments with clients but also relating to all the financial side of their 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 solution for any self-employed solo business owner to manage their business 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 wellness 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 around the way you operate your business.
Every efficient business mentor will have an organised system for booking their clients in each week and month. Pocket PA gives a fully colour-coded appointments diary so it’s always very clear what slots are available and how much you are earning every single week or month or year.
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.
Minimise any forgotten or last-minute cancellations by sending out automated SMS or email reminders of the upcoming appointments, so clients won’t forget when they are seeing you next. This one task 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
'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.
Adding in payments against every appointment you have helps to keep you super organised and feeling on top of your finances. There is an 'expected income due' dial to show you what you will be earning in the upcoming week, month or year based on the appointments booked into your diary so it's a great motivator to keep you on track. As you collect the payments due, the dial gets greener and greener.
And if anyone misses a payment, there is one Red button to click to show you a detailed list of every client and appointment where the money is owing and how much is due.
Log every business expense by snapping, sorting and categorising your business receipts so nothing is ever lost, and you claim for everything which is allowable to offset against your income. It takes less than a minute to track any business cost and is convenient to do on the go when you are out and about.
And if you are mobile or do any work trips, Pocket PA is the perfect tool to track your business mileage directly to your business expenses so you can claim it back at the end of each year.
1-click visual dials are very easy to understand and once you have entered in both your payments and expenses Pocket PA will show you exactly what you what your net profit helping you see the financial health of your business at a glance.
When you're asked to mentor business people, it’s easy to get caught up in doing what you do 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!
Getting ready for your accountant is a breeze with Pocket PA as all your income and expenses can be automatically emailed directly to your inbox each week or month or year so you always have the spreadsheets handy when you need them
If you are moving to a cashless business, it's easy to take in-app card payments without needing a card reader as Pocket PA is integrated with Stripe to take instant card payments through your device.
Collecting payments efficiently can also be done using the one-click 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.
Take the advice you would give in one of your own business coaching sessions and streamline your own admin activities by working more efficiently using this powerful business tool. Start your free no-risk 30-day trial now and sign up below to get going today.