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Spring Cleaning Tips for Appointment-Based Businesses

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Spring Cleaning Tips for Appointment-Based Businesses

Spring has sprung, and with blooming flowers and singing birds comes the yearly rallying cry of spring cleaning. Something about those first rays of sun melting the snow motivates people to deep clean after their winter hibernation. While this is a beneficial practice for your home, spring cleaning should occur in your business as well. 

Whether it’s taking a broom and mop to the floor or cleaning up your operations, a good spring cleaning will keep your business running on all cylinders. The following ideas can help you direct your spring cleaning efforts to where they’ll be most effective:

Tune Up Your Website

When was the last time you looked at your website layout? There might not be anything inherently wrong with it, but it’s always good to tune up your online presence from time to time. After all, as an appointment-based business, you’ll get a lot of traffic to your website from customers looking to book appointments online.

Start by testing your loading speeds. If your website is taking longer to load as time goes by, focus your spring cleaning on backend solutions geared toward faster speeds. Also pay attention to how your website performs on mobile devices and determine whether a change in design is needed to recapture the attention of customers. 

Amp Up Your Business Marketing

While you’re online, take a look at your marketing strategy. Is it accomplishing what you set out to do? Is your ROI acceptable? Taking the time to reevaluate your marketing campaigns is always a good idea.

Even if your marketing efforts are exceeding your every expectation, you should be preparing your next approach. Rarely does a single marketing campaign survive without eventually going stale. A new strategy will attract customers whom your original plan didn’t appeal to and will keep your content fresh.

Your social media pages will need the most upkeep. Consumers are heavily influenced by what they see on social media, with over half of them using social media to research new products. Take a moment to review your profiles and newsfeeds and look for ways to improve your brand image. A change of wording or a new profile picture is a small touch but can make all the difference. 

Have Your Business Go Paperless

As useful as it can be, paper is easily wasted and can slow down your operations significantly. How many times have you dug through stacks of paper looking for a particular document only to come up empty-handed (or, if you did find it, taking twice as long as you had expected to do so)? Fine-tune your operations by going paperless.

Converting your paper-based system to digital platforms is much easier than it might sound. Cloud storage will take care of those paper stacks cluttering your back office, and online document management software will make it even easier for customers to fill out and sign paperwork associated with their visits. Other software applications will help with project management, communication, and any other requirement your business needs to fulfill. 

Clean Up Working Space

What’s spring cleaning without some actual tidying of your business? Now’s the perfect time to deep clean your workspace before the warmer weather and looser COVID restrictions bring customers pouring in. They’ll appreciate the clean and tidy atmosphere just as much as you will.

Start by cleaning everything visible to the customer. Bathrooms should be spotless, reception desks immaculate, and waiting rooms prepped for royalty. A clean business makes a good first impression and sets the tone for a successful appointment. 

Renovations are more expensive, but they are also worth considering. Long-term customers will especially appreciate the improvements you make to your business, such as a state-of-the-art waiting room, increasing the odds that they’ll continue to be loyal to your brand.

Organize Your Bookkeeping

Your business handles hundreds, if not thousands, of transactions per week. Bookkeeping is the active processing, tracking, and recording of these transactions. Bookkeeping is how invoices are sent and received, employee pay is monitored, and financial reports are generated. 

With so much information to keep track of, bookkeeping can be a daunting process. If the task is getting beyond your staff’s capabilities, consider outsourcing it to an accounting service or implementing accounting software like QuickBooks or Sage. Clear all your outstanding balances and check for discrepancies in your accounts. The more accurate and efficient your bookkeeping is, the better your business’s financials will be. 

Evaluate Your Goals

Your goals could probably use some dusting off as well. Are you on track to meet your annual goals? Have you been keeping pace with weekly and monthly goals? If your goal-setting has been lacking these past few months, now’s your chance to pivot in the right direction.

If your annual goals seem too lofty after the first quarter of the year, reevaluate them to make them more feasible. Let’s say your original goal was to triple your customer base by the end of the year. If progress has seemed slow, consider changing that to double. 

Then, establish weekly and monthly goals that will help you reach your new target. You might set a goal of getting five customer referrals per week or increasing walk-in appointments by 25% per month. By creating weekly and monthly goals that break down your year-end goal, you can use them as stepping-stones to get there.

Many hands make light work, so get your team together and dive into your business’s spring cleaning. Once you’re finished, make a plan to stay on top of all the areas you just tackled. Next spring, it will be much less of a project to rejuvenate your business.

Want to Get More Done? Organize Your Thoughts

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Want to Get More Done? Organize Your Thoughts

I’m dragging today because I woke up at 3 a.m. and couldn’t fall back asleep because my mind was racing.

At some point, this happens to all of us. You may be thinking about an upcoming deadline, vacation, or just how much the world has changed. Obviously, not all of these are bad thoughts. But, they can prevent you from getting a good night’s rest to being productive — it’s impossible to focus when your mind is preoccupied with something else.

The answer? You need to organize your thoughts. In addition to improving your sleep and output, you’ll also become more positive, able to absorb information better, and finally, achieve your goals.

But, how exactly can you stop thinking too much and bring order to your thoughts? Well, here are 7 strategies that you can try today.

1. Choose your preferred thought-collecting method.

The first step in organizing your thoughts is figuring out how you want to get them out of your head. If you don’t do this, they’re just going to occupy valuable real estate in your mind. And, even worse, they’re just going to and you until addressed.

The method that you rely on is totally your decision. But, as a general rule of thumb, here are some pointers:

  • Anything that requires action, like scheduling a meeting or picking-up items at the store, could be placed on a list, calendar, or both. After all, we love lists since they bring order to chaos, relieve stress, help the mind focus, and prevent us from procrastinating.
  • Ideas, thoughts, or wishes can be placed on a sticky note, whiteboard, or organizational app like Evernote.
  • Numbers and contacts need to be added to your address book or phone.
  • Household responsibilities can be placed on your to-do-list, Evernote, or shared family calendar or apps like Cozi or OurHome.

Ways to organize your thoughts.

Rashelle Isip, aka the Order Expert, goes even more in-depth on how to organize your thoughts. Here are some of her excellent suggestions:

  • Practical ways for “those times when you need to take stock of the thoughts in your mind,” she writes. “Simply transfer thoughts from your mind onto sticky notes, index cards, or a piece of paper, and you’ll be able to analyze, evaluate, and manipulate your thoughts and ideas as needed.” Other suggestions are drawing a mind map or making a pie chart.
  • Unleash your creative side, and shake things up, by composing a handwritten letter or making a collage. Isip also says that you could create a table of contents, develop a timeline, or voice record yourself. Or, you could just take a shower.
  • “You may not have realized it yet, but you can ‘organize’ your thoughts through a variety of less active methods,” she adds. Examples include working on repetitive tasks, meditating, or sleeping on them.
  • Physical activities that “force you to step out of your mind and express your thoughts through body movement and interactions with others.” Spending time outside and exercise are obvious. But, you could also vent to a friend or family member or become a storyteller.

Personally, when I need to sort things out, or just slow down my racing mind, I take my dog for a long walk. Of course, being outside is awesome. But, I engage in a little self-talk to work things out in my mind.

Regardless of what method you use, just know that you need some sort of system to gather and catalog your thoughts.

2. Add thought-collecting to your daily routine.

Sometimes, you just need to get a thought out of your head as soon as it pops up. For example, while writing this article, I randomly remembered to add pears to my shopping list. I made a note of that and immediately got back to the task at hand.

Other times, you need to strike when the iron is hot. Let’s say you met a contact at a networking event. You should scan their business card or add their contact right there on the spot. And, definitely add a calendar reminder to follow up with them in the very near future.

In most cases, however, you want to be consistent with organizing your thoughts. For me, that means making this a habitual process.

During your morning and/or evening routine, spend 5 or 10 minutes dumping everything out of your head via your preferred method. You don’t have to be overly detailed here. The jest is that you need to free these thoughts and decide what to do next with them.

For instance, you reserve Friday afternoon to plan for next week. You list everything you want to get done. However, you notice that most of your list aren’t priorities meaning you can outsource or eliminate them.

3. Chunk it down.

Have you ever wondered why Social Security numbers are in chunks, such as 123-45-6789? How about why there are hyphens in phone numbers? According to Mike Byster, Founder of Brainetics, LLC, “it’s much easier to remember information when it’s grouped into smaller chunks.”

“I find that my brain prefers to remember things in groups of five, but maybe groups of four or eight will be your magic number, he states.

“Groupings allow you to organize information and sometimes apply other memory strategies, such as keywords, or a code you totally make up using your imagination,” clarifies Byster. What’s more, “this method can be used for a wide variety of tasks,” ranging “from recalling lists of items to remembering basic concepts.”

“In a studying environment, if you’re trying to figure out how to commit to memory a long batch of notes, see if you can break down your detailed notes into chunks of five main concepts,” he suggests. You may find that this can “help you mentally organize all the material and recall the important facts.”

4. Make your ideas work together.

In addition to chunking, you can also sort your ideas by categories. Why? It’s a quick and easy way for you to notice a common theme or how they’re related.

You can even come up with subcategories. “For example, if you’re a fiction writer, you could group some of your ideas under ‘Stories’ and the form you think the story should be told,” writes Lifehacker Founder and CEO Leon Ho. “A drama script, a novel, or short story, etc. Then with separate subgroups for genre such as historical fiction or sci-fi.”

Ho also recommends that you “kill your darlings.”

“‘Kill your darlings’ is important advice for writers,” he adds. “It means that you have to get rid of your most ‘precious’ ideas and words.”

“Not all ideas are equal,” he continues. “In your notes, there could be a truly brilliant original idea, but the chances of them all being like this are unfortunately slim. There is no point wasting your time on an idea that will never work.”

“Sometimes, it can be difficult to tell which of your ideas are great and which are not,” adds Ho. “Trusting your gut can be a good way; talking to people about your ideas and seeing how they react can also be a good idea.”

Just remember to be honest and not let emotions cloud your decision. If that’s a challenge, ask for feedback from someone you trust.

“Once you’ve trimmed your ideas down to the very best, you can work on making them a reality.”

5. Reframe anxious thoughts.

As I’ve gotten older, I’ve become more anxious. And, thanks to COVID-19, my anxiety is now through the roof. And, that’s a problem since anxious thoughts can be hard to shake — even if you’ve written them down, gone for a walk, or tried to categorize them.

Even worse? They can be paralyzing. And, they will certainly warp your view of reality.

How can you deal with these types of thoughts? Reframe them so that you can change your perspective and remove what’s not true.

To get started, here are some therapist approved tips courtesy of SELF:

  • Fact check yourself by making factual statements as opposed to emotional ones.
  • Switch from asking “Is this true?” to “Is this helpful?”
  • When engaged in negative self-talk, think about what you would say to a friend if they had the same thoughts.
  • Focus on being realistic and not just positive.
  • Swap “finding the bright side” with “finding meaning.”
  • Turn a thought into action.
  • Experiment with various techniques until you find what works best for you.
  • If reframing isn’t working, try something else, such as breathing exercises.

6. Take breaks and set shifts.

“Our brains and bodies simply aren’t wired for prolonged periods of work,” notes author and cofounder of TalentSmart Dr. Travis Bradberry. “While it might seem as though sitting at your desk for eight hours straight is the best way to get all of your work done, this can work against you.”

“Research has shown that the most productive work cycle tends to be fifty-two minutes of uninterrupted work, followed by seventeen-minute breaks,” he adds. “While it probably isn’t realistic to structure your schedule this rigidly, for most people, the battle is won by just remembering to take breaks.” I’d add that creating calendar reminders or using the Pomodoro Technique can encourage you to take frequent breaks throughout the day.

If that is too regimental for you, I’d say that you take breaks whenever it’s convenient for you. For example, if you’re trying to focus on your work, and your mind is racing, it might be better to stop what you’re doing and go for a walk to clear your head.

“Once you’ve taken a break, you must shift your focus back to your task,” advises Dr. Bradberry. “No matter how ‘in the zone’ you were before taking a break, you’ll sometimes find that you’re back to square one when it comes to focus.”

How can you do a proper set shift? “You have to reorganize your thoughts by:

  • Making sure that the task at hand isn’t too challenging or easy.
  • Controlling and managing your emotions.
  • Sustaining your focus by removing distractions.

“You’ll find that getting back into flow quickly after a break is very doable, he says. “But it must be done purposefully.”

7. Master the art of letting go.

Anger, frustration, and worry are all natural emotions. But, they’re not healthy or necessary. Furthermore, they consume your valuable time and energy.

If you can, let these feelings go. I know, easier said than done. But, it’s possible by trying tactics like:

  • Accepting what’s true and being thankful.
  • Focusing on what you can control.
  • Living in the moment through mantras and meditation.
  • Admitting that perfection doesn’t exist.
  • Finding creative outlets, like drawing or writing.
  • Being authentic by embracing vulnerability.
  • Seeking moments of solitude and silence to reflect and develop a plan.

What’s next?

After getting your thoughts out of your head and organizing them, you can pursue those that have value. As for the rest? You can toss them aside like yesterday’s trash.

10 Types of Businesses That Can Benefit From Scheduling Software

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To your customers, your team, and your company’s bottom line, time is priceless.

Whether you run a deli or a software startup, you have to ensure that your team never misses a scheduled deadline or appointment. And these days, many customers would rather schedule appointments online as well. 

Still wondering if scheduling software is right for your business? Read on to learn about ten surprising industries that rely on it in their daily operations:

1. Medical clinics

Did you know that more than 50% of healthcare facilities now use online scheduling software? The medical industry is harnessing the power of automation to reduce the cost of no-shows and administrative overhead. In addition to the added convenience for patients, this digital capability allows doctors and healthcare professionals to better manage their hectic schedules, reducing burnout and employee turnover

2. Bars and restaurants

Online reservations are user-friendly for customers. To help them seat more guests, hosts and hostesses at many bars and restaurants use scheduling automation every day.

Through online scheduling software, eateries can help their patrons beat long waits — all while tracking their staff’s ever-changing schedules and availability. Plus, online scheduling platforms can be used to track eligibility for promotions and loyalty programs. 

3. Caterers and event planners

Businesses that provide event services or planning are responsible for organizing and tracking dozens of different schedules leading up to the big day. On paper, that’s tough if not impossible.

Online scheduling tools allow event planners to effectively manage different types of staff. They help event managers keep tabs on caterers, DJs, security personnel, and more. And many platforms have custom settings for how far in advance an event (or order) can be scheduled. 

4. Call centers

To provide stellar customer service, companies need to make contacting their reps a seamless process. With an online scheduling tool, customers can book appointments and phone calls from a widget or link in your staff’s email signatures

Given the fast-paced nature of the work, this feature is especially useful for call centers or teams dedicated to customer support. Online booking lets these businesses avoid over-scheduling while giving team members a tool for efficient time blocking and stress management.

5. Nonprofit organizations

Even nonprofits are utilizing scheduling automation to expand their mission and reach. Nonprofits have to manage a mix of volunteers, paid employees, and external stakeholders. They use appointment scheduling tools to keep schedules straight, freeing up the team to spend more time on things like donor newsletters and social media campaigns. 

6. Consultancies

Many people in professional services, such as law or finance, use scheduling software to increase the amount of face time they get with clients. Automation is particularly useful for booking initial consultations and meetings during non-core hours. A CPA during tax season might rely on an online scheduling tool to give people on the waitlist clarity around when they’ll be seen. Automation tools let them make use of every slot on their schedule. 

7. Salons and spas

With our modern, fast-paced lifestyles, it can be easy to forget appointments that are dedicated to self-care. Salons and spas that focus on beauty and wellness can decrease missed appointments with SMS and email reminders that are automatically sent from online scheduling software straight to their clients. This attention to detail only adds to the sense of luxury associated with these services, helping these companies make their customers feel like VIPs. 

8. Shipping and retail

From warehouses to supermarkets to specialty shops, companies in the B2C space see online scheduling as a game-changer. They use it to streamline shipping, receiving, and managing workers in the field.

Not only do scheduling automation platforms allow team members to share calendar access across locations, but they can be used to make out-of-office periods easier. Online scheduling systems can be configured to show certain team members as unavailable, minimizing confusion.

9. Home services

Whether a customer is experiencing an emergency plumbing issue or wants to schedule their yearly HVAC maintenance, online scheduling software provides easy access to at-home services. It also makes rescheduling or cancelling appointments easy, just in case another appointment conflicts with the initial service call. Customers can also book appointments from their mobile devices while at work or picking up the kids from school. 

10. Schools and education services

Online scheduling software is even being used to enhance the college experience. With many busy schedules among students and professors alike, scheduling automation is helpful for managing office hours, labs, library reservations, and more. Students who use scheduling tools get more out of their education, while professors and assistants can organize all their teaching commitments in one place. 

In every industry, scheduling software has value. The key is getting creative to make the most of it.

Create convenience for your customers. Simplify your employees’ lives. Minimize misunderstandings and double-bookings. There’s more than one reason to use scheduling software. What’s yours?

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