--- In Certified-Personal-Trainer@yahoogroups.com, "Elizabeth Sherman"
<eliz@...> wrote:
>
> 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
>