For any business that requires clients to make appointments, an online scheduling system brings many benefits. They’re a straightforward, efficient solution that can improve business productivity by streamlining processes.
Some of the top benefits of online appointment scheduling include:
- Less time spent answering calls for booking enquiries. This means you can be more productive in other areas of your business.
- Your diary is managed on one system, rather than going back and forth between different ones. Again, this saves time and improves efficiency.
- An online booking system is always operational. This allows potential clients to book an appointment whenever they want, 24/7. It also increases your sales because you are not restricted to working hours.
- Clients can easily make bookings thanks to the convenience of online appointment scheduling. It is also easy cancel or reschedule. This increases client satisfaction with your services and your business.
- Less ‘no-shows’ – clients who use online booking systems tend to keep their appointments. This may be due to interactions with their own online calendar or email, as they are reminded ahead of time that they have a commitment. You can also set up text alerts for your clients. With less ‘no-shows’, you don’t miss out on revenue due to clients not turning up.
- Many scheduling apps or software come with additional features that bring a deeper insight into your business. For example, it may gather details about your clients that you can use to understand them better, and ultimately create services to better meet their needs.
What is the best appointment scheduling software?
There are many different booking applications out there, and what works for some might not be the best for others. Also, you will need to factor in considerations such as price, usability and decide what features you need. Here is a quick overview of some of the most popular appointment scheduling systems.
- Calendly – one of the most popular apps, Calendly has a minimalist interface that makes it appealing and easy to use. There are also mobile apps and plug-ins that make sharing your schedule simple.
- ScheduleOnce – this integrates with many other apps and is good for teams. You can easily add booking pages to your website as well as send calendar invites. There is a free plan available.
- Acuity Scheduling – this is a versatile and adaptable app that can handle a wide range of appointment scheduling situations. There is a seven-day free trial period, however there is no free plan. They offer email and chat support to customers.
- Simplybookme – what makes this app different is that it has usage-based pricing. In each pricing plan, you can select a set number of features. They provide customer service via email, chat, and mobile applications.
- YouCanBookMe – allows you to connect your calendar and only share the times you want with your clients. They book directly into your schedule. Clients receive their own notifications, reminders, calendar invites, and other services.
- TidyCal – a simple way to book and schedule meetings. It also integrates with many other office apps and can be customised. You can add TidyCal to your website using a simple widget.
An appointment scheduling system will let you and your clients know where you stand. When your calendars are synchronised, clients are reminded to arrive on time for their appointments and you can plan your day accordingly. This gives you more time to focus on other tasks that are essential to your business.
As an online business manager, I’m here to help you implement methods that will improve how you run your business. If you would like advice on scheduling systems, or any other business operations and processes, feel free to book a call!
The Pros and Cons Explained
Every business relies upon systems and processes, and this requires tools. Yet, finding and implementing the right tools that work exactly how you need them to can be a time-consuming process. Not only that, but once you have those systems up and running, you may need to change things around if your business changes.
There are many tools out there that help keep those everyday tasks simple. Some are ‘all-round’ tools that perform several functions as part of a single platform. Or, you may prefer to use separate tools for different processes, and link them together. There is no right or wrong answer to this, it simply depends on the nature of your business and how you prefer to work. If you are having trouble deciding, here’s some pros and cons of both options explained.
Using All-Round Business Tools vs. Separate Tools
- With an all-round tool, there is increased collaboration between team members. When your team are all working together using the same platform, it increases communication and collaborative working. This helps processes run more efficiently and problems can be spotted and solved more quickly.When using separate tools, data is scattered between them. This makes finding information and communicating it effectively a lengthier process. If you have more than one team, such as a marketing team and a CRM team, you may experience some disconnection that could have a negative impact on your business.
- All-round tools may save time, as you are not continually switching between tools and apps to get a job done. Having to search for information between tools might not seem like it takes much time, but add this up over a week and you might be surprised at how much time is wasted. However, it is possible to link separate tools together to create effective workflows. This means that while it may be a bit more of a challenge to set up, you still get many of the benefits from linking separate tools as an all-in-one option.
- Using separate tools, you can design systems to meet your precise requirements. It can be difficult to find an all-round tool that does everything you need, which is why many people prefer to use several different tools. That way, you can customise your systems and processes by using different tools to fulfil the demands you need, rather than trying to work around something that doesn’t quite fit when using an all-round tool.
- Less tools saves your business money. Effective tools with the features you need are often a one off-cost to purchase, or subscription based. If you add up the costs of all the tools you are using, it may make more sense financially to opt for an all-round tool.
Examples of All-Round Tools
If you choose an all-round tool, there are many competitive options such as Dubsado, Plutio and HoneyBook. For the coaching industry, Coach Accountable is a good solution that helps deliver more programs with less work. Or you could check out this list of coaching tools and software that integrate many business areas, such as accounting, scheduling, communication and content management.
How do I link separate tools together?
If you choose to use separate tools for your business, linking them together to create effective workflows can be done using platforms such as Zapier and Integromat. This can be done so some actions trigger automatic responses that work between the tools and platforms.
The bottom line…
There is no right or wrong answer to whether you need an all-round solution or separate tools to manage your business. The best way to decide is the weigh up the pros and cons, and work out what would work best for the way you currently operate and the future of your business.
If you are looking for help or advice on what tools to use, or how to implement an all-round solution, feel free to drop me a line!
When running a business, there’s always a lot of organising to do. You are likely to be familiar with the good old spreadsheet, something that is standard when it comes to managing the many tasks, processes and projects that you do every day. Similarly, you may use database software to collect information, create files, records and reports. But what if there was an easier way to handle this information? Let’s meet Airtable!
What is Airtable?
Airtable is an online spreadsheet tool and database all rolled into one, allowing information to integrate between the two, as well as being shared from other apps, and makes it easy to store structured data. Its flexibility makes it ideal for many types of project and information collation, both in a business sense and for personal use. Here are some of the top features:
Unlike Excel or Google Sheets, Airtable can display information in many ways. For example, you can use tables, columns, or even photos to display items in a way that suits your working style. Within the Airtable workspace area, you can access a calendar view, gallery view, and a Kanban view, where information is shown as cards in a stack that can be dragged and dropped to where you need them. Organising and storing information using Airtable’s colourful interface makes boring spreadsheets and databases a thing of the past!
Most businesses use databases, for example, a contact list of suppliers, a customer database, or staff records. Airtable has all the features you need to create any kind of database, such as single bases, tables, input fields, records and different ways of viewing information. The information added to each base can be relational, making it easy to create, add to or bring up records at the touch of a button. There are also over 200 templates that you can customise if you prefer not to start from scratch. With Airtable, finding a specific piece of information is quick and efficient, as is accessing a ‘bird’s eye view’ over your databases.
Connection to other Apps
Airtable can seamlessly integrate with other apps and software such as Google Sheets, Zapier, Slack, Google Calendar, and Dropbox. This makes it easy to share information to and from Airtable, and collate it in a single place.
This is a key feature that helps you streamline your processes and save time. Using Airtable means you can set up triggers that create an action to be performed. Triggers could include the new addition of information to an area of your database, such as a new record or an amendment to an existing one. This reduces the time spent on those repetitive tasks and makes you, or your team, more productive.
Airtable has many collaboration features that enhance communication between team members. Different permissions can be set for people, such as editor, creator and commentor, and you can notify someone in a comment using the @ symbol with their name. This fast communication allows teamwork to move faster, as everyone has access to the same information.
Using Airtable has the advantage of saving time and increasing productivity for you and your team. Rather than installing technically complex database software and tweaking it for your business, which can often require coding skills, Airtable has simplicity, yet also the power and features you need.
If you think Airtable would be a good fit for your business, why not get in touch for a quick chat? I can help you see the benefits it would have for your specific business, and how it could make a difference. Feel free to schedule a call or send me an email!
Do you use a project management system? If not, why? A good system can make a big difference in how you plan and organise your time, not to mention your stress levels!
Sometimes it can be daunting to begin with a new app or software, especially if you don’t understand the features, or maybe you don’t have time to sit and learn about it. But that’s where this guide comes in! Here’s everything you need to know about ClickUp, a project management system that can help you grow your business and manage your time more effectively.
What is ClickUp?
ClickUp is a project management solution that enables you to easily manage your business, team, and all your tasks in one place. Designed for individuals as well as teams, there are plenty of ways that ClickUp makes life easier. Here are a few of the reasons why I love using this project management system:
- Communication – collaboration between team members has never been easier than with ClickUp. Get instant messages and notifications to do with tasks, much like a chat thread. You can see who’s online, invite people to projects, and each team member can see who else is watching or involved in the project or task. This means questions or problems can be sorted out quickly, and everyone knows what each other is working on.
- Tasks and Subtasks – each larger task can be divided into a number of smaller subtasks, helping to break projects down into chunks. You can assign responsibility for any task or subtask to different team members. This step-by-step overview allows each person to see clearly what is expected at each point of the journey. When everyone knows what they are doing, it saves so much time!
- Task Status and Dependencies – another useful feature of ClickUp is that you can add dependencies to tasks, so that it shows what needs to be done, in order, before the task is complete. You can also customise the task status, such as marking it for review, open, in progress, issues found or done. Colour coding means you can see how your projects are progressing, all at a glance.
- Automation and Integration – there are lots of useful automation tools to use in ClickUp, where you can trigger an action once a condition is met. Inside a task, there’s an option to track time. You can also sync to calendar, integrate your email accounts, proof and edit PDFs and much more. New apps, or ClickApps are often developed, so there are always plenty of new ideas to try. If you feel overwhelmed by features, you can toggle off the ones you don’t need.
- Free Forever Plan – what makes ClickUp stand out even more is that it is free to use. You have the option to add unlimited tasks and unlimited members for free, unlike other project management tools that want you to subscribe for a fee each year. With the free version of ClickUp, there are more than enough features for most businesses. But, if you did want some advanced features, such as unlimited storage and integrations, you can even make a deal to set your own price!
If you are still on the fence about using a project management system like ClickUp, I recommend checking out the ClickUp and AskYvi YouTube channels, as these show some really helpful tips on making the most of this tool. They can also help you get started more quickly, especially if you don’t have time to read through the learning guides shown on ClickUp.
A good project management system can be a game changer for your business, not to mention the benefits it brings to your own time management. For more advice on using ClickUp, or for any other questions about online business management, feel free to get in touch!
Tools help us to organise and manage work effectively and efficiently, and as many small businesses and entrepreneurs use them, there are an increasing amount available. From CRM systems and project management, to email marketing and workflow automation, there are hundreds of tools to choose from. So, how do we know which is best for the job? Here’s a quick guide to ten of the best tools every small business should use.
- Asana – a tool that allows multiple teams to work on multiple projects. Tasks can be viewed as lists or scheduled into a calendar, and messages or updates to do with tasks are clear to see. Asana can email your team each day to remind them of their daily goals. Its intuitive interface makes it one of the most popular management tools in use.
- ClickUp – an effective tool for teams to collaborate on multiple projects. There are some cool features that make it different from Asana, such as being able to turn comments in to tasks to assign to others, plus its Forever Free plan means you can use it for unlimited projects and unlimited users.
- MailChimp – with MailChimp, you can manage your email subscribers, set up auto-responders, send lead magnets, and split-test campaigns to see what works well. You can also create templates to save you time writing emails, plus it provides excellent real-time tracking of how people respond to your emails, such as who opens them, what links are clicked, who unsubscribes and what email addresses bounce. This popular email marketing platform has a free plan to get started with.
- InfusionSoft – this tool is great if you want everything that MailChimp does, but combined with some awesome customer relationship management (CRM) features. Use InfusionSoft to help convert leads into sales, segment your subscribers to send specific emails to different groups, and use the built-in ecommerce platform to sell to them directly.
- Hootsuite – a useful tool that manages all your social media platforms in one place. You can pre-write and schedule your tweets and posts in advance, respond to new comments, see your feeds and new followers all within Hootsuite. This saves you hours of time going between social media platforms and makes it easy to engage with followers.
Files and Documents
- Google Drive – Google Drive makes it easy and convenient to share and store files. This cloud-storage platform means that anyone can view a file provided they have internet access and an invite. For business owners, you can allow team access so people can work in collaboration on documents and spreadsheets, and they are synced in real-time. That means that anytime someone views a file, it is always up-to-date. In addition to file sharing, it is also easy to connect with your team through chats and video using Google Meet.
- Calendly – an absolute time-saver when it comes to arranging meetings and calls, Calendly allows you to communicate your availability through a link, and customers or clients can book a call when it is convenient for them. This simple scheduling program syncs with your calendar, so you always know who is booked in and when. It also integrates with Zoom and Microsoft Teams. The free version is ideal for one user, and the price is low for other plans with more features.
Customer Relationship Management (CRM)
- HubSpot –a marketing and sales platform that is full of features to help attract customers, sell to them, and turn them into repeat buyers. It has the tools ready to create a fantastic customer experience as they journey through the sales process and learn more about your brand. It includes features such as email marketing, advert software, website tools and a service hub where you can collaborate with your team. HubSpot is an all-in-one solution to scaling up a business.
- Zoho – this CRM platform is similar to HubSpot, however it is more streamlined in terms of features. For example, it does not have the team collaboration ability that HubSpot does, but not all business owners want an all-in-one solution. Although the CRM part of HubSpot is free, Zoho offers cheaper pricing plans overall.
- Zapier – this platform allows for easy sharing of information between apps, helping to automate workflows. Connect two or more apps to create a ‘zap’, which then triggers more actions that you set, automating those repetitive tasks and saving you time. With over 3000 apps to choose from, there is not much that Zapier can’t connect!
Using the right tools for business is a must, as working efficiently saves you time and money. When you are not chasing to keep up, you can put your energy into developing and scaling your business further. If you are looking for advice on setting up systems to help you work smarter, or would like help to implement the right tools for your business, feel free to get in touch!