- Let’s get to work
- How to grow your revenue with Plannie?
- Other tidbits worth knowing
- Managing multiple calendars
How to begin? Once you sign up to Plannie, you will have to create custom availability templates and design your workweek.
Simple. Streamlined. Sweet.
Plannie automates text notifications, so your clients will get text reminders before every appointment. To customize your automated text messages open the main menu (3 stacked lines), click Settings, and select Client text messages.
Let’s see how this works:
Do you have a new service or product to share? Are you planning a vacation? Do you want to offer a special holiday discount? With Plannie you can easily share updates and notifications with all of your clients over text.
Once you sign up to Plannie, your business page is created. You can custom your business page, so it communicates your brand values, style, and look-and-feel.
Let’s walk through this together:
Plannie’s Smart Revenue Maker is a collection of features that enable you to effortlessly get more bookings so you can increase your revenues. Check out this guide to learn how to use it.
Plannie’s newly released Smart Revenue Maker is a set of features that does all the heavy lifting for you:
It identifies opportunities to get more bookings,
and communicates with clients with timely and tailored messages.
The result: more booked appointments, increased revenues, and a thriving business.
We are working on other revenue-generating features… stay tuned for more!
💡 Good to know:
The Smart Revenue Maker is automated – once you enable it, you don’t have to give it a second thought: just focus on your busy business and serve the stream of clients pouring in.
💡 Good to know:
Most businesses’ performance fluctuates: some months are busier than others. Keeping track of your numbers over time will help you better prepare for the slower seasons and gain insights for future growth.
Got a new service to offer your clients? Great!
This is how to add your new service:
While Plannie makes it easy for clients to self-schedule online, some clients may still prefer to coordinate their appointment with you – over a text message or the phone. That’s fine! You can manually add the appointment as follows:
To reschedule or edit a booked appointment, do the following:
To edit a meeting, tap it to get to the meeting screen. From there you can change time and date, calendar, service type, client details, add notes, or cancel the appointment entirely.
To reschedule a booked appointment, follow these steps:
Once the appointment is rescheduled, the client will automatically receive a text notification with the new information.
To change the duration of your custom availability:
Plannie syncs with all calendars: Outlook, Google Calendar, Yahoo mail and more…
Do you manage several calendars? Can you serve multiple clients simultaneously? Create additional calendars according to your business needs.