5 ways Pocket PA can help take the stress out of your business admin

By Caro Syson

11 Apr 2022

Being a one-person, self employed business owner is wonderful, but it can often be a lonely journey; and with no one to delegate the tricky, stressful or boring tasks, you may find yourself overwhelmed at the amount of admin you have to tackle. 

 

We’ve designed Pocket PA so that this part of your business doesn’t have to be stressful at all.

 

Here are 5 ways that Pocket PA can help take away the overwhelm of your business admin.

 

1. Colour coding

It’s so simple, but colour coding your services, and appointments helps you to focus easier and quicker, so when you open your diary you can see at a glance exactly what type of day/week you have ahead, making it easier to prepare. When you sign up to Pocket PA, you choose all the colours you want to assign to services, add your appointment and your colour coded diary is good to go!

 

2. Online booking option

With the easy-to-set-up online booking system you can take away the stress you may feel if you miss a call from a potential customer. Directing your clients to your online booking, allows you to free up your mind and time from booking appointments that you don’t need to manually enter. 

 

You can control how far in advance you will let your clients book in for, so if you only want to let them book one week or one month ahead, no problem. If you’re happy to open your diary for the year, then also no problem. Each time a customer books online, the appointment will appear in your diary instantly, you and your client will get an email notification sent through and all without you having to call anyone back, leaving your time free to do something that you love.

 

And your clients will love booking in at a time when that's convenient to them - ideally when they want to manage their own life admin …. which in our experience is often the hours you are closed or even fast asleep!

 

3. SMS and Email reminders

We know how frustrating it can be when clients forget to turn up to appointments, but we also know that life gets in the way and often people forget because their lives are so busy. With our SMS or email reminder settings, you can set it to have handy messages  sent to your clients reminding them of their appointment date and time with you. You can choose between SMS (pay as you go) or email reminders - whichever your clients prefer. 

 

4. Mileage tracking

So many self-employed people don’t claim their mileage as an expense because it can take so much time faffing around to get the information together. However, if you’re self-employed and mobile, our mileage tracker not only tells you how many miles you have travelled to each appointment, it will also tell you exactly how much you can claim back as a mileage expense. You’d be surprised at how much money can be saved just by tracking every single  mile each day - you’re welcome!

 

5. Booking keeping

Hate tax return time? Us too! It’s time consuming, can be confusing, and is usually stressful. But, changing to the Pocket PA way, means that if you track your appointments, mileage tracking, income and expenses, then filling in your  tax return is a breeze. 

 

All you need to do is open up the financial area and all of your information for the year is ready and stored for you, telling you exactly how much you’ve spent, what you earned, and what your profit is. You can also download the report as an excel or CSV file, if spreadsheets are your thing, or as a PDF view. If you hire an accountant each year to help you, they’ll love how organised and easy this feature makes your yearly tax returns.

 

Pocket PA can help any self-employed person keep on top of their business admin, taking away so much stress and allowing you to focus on what you truly love. 

 

Whether you want to spend extra time with your family & friends, or take some time for yourself, our super easy to use software will help you to relax and enjoy life, while it takes care of your admin.