Hi Folks,

I have recently employed someone to help me with marketing. As a result, I am currently in the process of restructuring my business; bundling services together in order to make packages that will (hopefully) increase sales.

Right now I use Excel to track receivables & subtract out sessions that I have with clients. I also use Outlook to schedule my appointments. I don’t use any software to track my expenses (CEUs, subscriptions, equipment expense). Although things are okay right now, I realize that I am on the verge of not being able to handle it all.

I’d like a piece of software that would allow me to:

§       Create bundles of services & associate them with a client
§       Be a scheduling tool so that when I meet with a client, it subtracts the appointment from the client balance sheet

§       I want to manage my expenses; what companies do I have subscriptions with? How much have I spent on CEUs this year? Etc.

§       Have different bank/credit accounts where I can post credits & debits.

For those of you who are independent (not employees at a facility), what software do you use & how do you like it? Do you think it can do what I want it to?

TIA!

Elizabeth Sherman

Licensed Wellness Coach

ACE Certified PT & LWMC

NESTA Certified Fitness Nutrition Coach

http://www.elizabethsherman.com

http://www.wellcoaches.com/elizabeth.sherman/

My Blog: http://www.elizabethsherman.com/cs/blogs/ambassador_of_wellness/default.aspx