Check out our videos below for tutorials on all the features we have in Pocket PA.
They are simple to follow along to and they will show you everything that the app can do to transform your business.
This workshop tutorial has been designed to cover all the Pocket PA app features from start to finish as if you were in a webinar.
Watch it as a starting point to enable you to see everything the app can do to help support and run your business.
These videos will help you set up your app with all the basics you need to quickly get up and running.
This tutorial will show you how to create a new account and register with Pocket PA for the first time.
This tutorial will show you how to add your first client, service and appointment to Pocket PA. Its very easy to do and should take less than 3 minutes to get your very first colour coded appointment in the diary.
This tutorial will show you how to add your first product to Pocket PA and then create a sale. Its quick and easy to do and you can add a photo of your product in a couple of clicks.
This tutorial will show you how to set up Online booking so your clients can check your availability of your Pocket PA diary and book appointments.
This tutorial will show you how to add a business expense, including a photo of a receipt in to Pocket PA. It should take less than 1 minute to do every time.
This tutorial will show you how to add a business expense from your phone, including a photo of a receipt in to Pocket PA. It should take less than 1 minute to do every time.
This tutorial will show you how to send an invoice to a client from Pocket PA to get paid faster. Its simple to do and all paperless.
This tutorial will show you how to add discounts into Pocket PA so you give promotional special offers to your favourite clients on services and sales.
This tutorial will show you how to set up Online booking so your clients can check your availability of your Pocket PA diary and book appointments.
This tutorial will show you how to set up and integrate a Stripe account with the Pocket PA app. All your Stripe payments will then get logged directly into the income dials and the transaction fees will automatically get entered into your business expenses.
This tutorial will show you how to take a card payment inside the Pocket PA app without needing a card reader. You can then take immediate payments for appointments or sales and this will automatically get logged against your income dials.
This tutorial will show you how to take a card payment inside the Pocket PA app on your phone without needing a card reader. You can then take immediate payments for appointments or sales and this will automatically get logged against your income dials.
This tutorial will show you how to set up your automated Email and SMS notifications that are sent to clients to remind them of their upcoming appointments or to thank them afterwards. Its easy to personalise each message so you can add your own touch to every one.
This tutorial will show you how to track your mileage between appointemnts and log them directly to your business expenses area
This tutorial will show you how to add multiple services into an appointment slot to Pocket PA. Its very easy to do and is super handy when you want to book in more than one service with your clients.
This tutorial will show you how to share your own unique Pocket PA code with your friends. Its very easy to do and you will earn money for each person that subscribes and your friend will also get a discount for the first 3 months.
These videos will guide you through each of the areas in more detail, so you can make the most of your data and see more under the bonnet of how it all fits together.
This tutorial will show you around the features in the Appointment and Scheduling screens in more detail.
This tutorial will show you around the features in the Services screen in more detail including colour coding services and the productivity feature.
This tutorial will show you around the features in the Income and payment screens in more detail. It outlines the Expected income dial as well as the more detailed description area to understand your money flow.
This tutorial will show you around the features in the Business Expense screen in more detail. It shows the recurring expenses and receipts and a breakdown of how you pay for your expenses.
This tutorial will show you around the features in the Net income screen in more detail. It explains how you can easily see the financial health of your business in one colour coded Net Income Dial so you understand in one view exactly how your business is doing.
This tutorial will show you around the features in the Invoice screen and exolain how you can quickly see who has paid or not paid and how an invoice can be resent in one click.
These videos will get you with customising the app so it works specifically for your business with your own colours, logo and having exactly the information and screen views that relates to your business at your fingertips.
This tutorial will show you how to customise your Pocket PA app relating to your Business Details, your work Locations, your preferred working hours and date formats, and how to customise your Dashboard view of information showing as your default view.
This tutorial will show you how to customise the app to show your preferred currency, payment methods and how to add any discounts you want to offer your clients.
This tutorial will show you how to set up and automate the export of your data each week, month or year. This handy 'set and forget' feature does the heavy lifting for you to ensure you will always have a copy of your data in your inbox to review at any time or give to your accountant.
These videos will show you little tools, tips and shortcuts to make using the app a faster and even better experience day to day.
This tutorial will show you how to sort and filter your data in each screen to make it easier to understand who your highest paying customers are and many other great 'need to know' nuggets of valuable information - all at the touch of a button - to help you manage your business easily.
This tutorial will show you how to export your data from Pocket PA - from clients, appointments, services, products, sales, income, expenses and net income, in either excel, csv or pdf format.
This tutorial will show you how to see your Next Appointment from a handy button that makes it quick and easy to view who you are seeing next.
This tutorial will show you how to create a short cut button to give you instant access to your webapp any time.
This tutorial will show you how to view and find out your productivity rate per hour on every service you offer. Its vital you know what your best and least profitable services are so you are in control of ensuring you can amend your times and prices to match your required levels. Pocket PA shows you what this information is with one click
This tutorial will show you which ONE button you press to see who still owes you money. It will list out every single appointment or sale with client details where money has not been paid for work carried out - so you can be proactive in collecting it directly and ensuring you are paid for the work you have done. This tutorial also shows you a shortcut button to see what expenses have been paid out in any particulare week, month or year.
This tutorial will show you how to understand your notifications bell - where both news from Pocket PA and any updates about new payments, online bookings and paid invoices will show. It will also show you a short cut button to adding anything new into the app and where to go to get online support from a real person who can help you using Pocket PA.
This tutorial will show you how to delete or edit data and what can and cannot be deleted and what steps might need to be taken if something doesn’t seem to delete.
This tutorial will show you how to customise your Stripe dashboard to personalise your invoices with your logo, colours and payment terms. It will also show you how to switch off the Apple Pay feature and where the Stripe transaction fees are entered into your business expenses automatically.