About This Course

Course Time: 2pm - 3pm

In this session, Caroline will focus on the marketing aspect to Pocket PA and messaging clients. The webinar will include topics such as Email and SMS notification setup, Buying credits, bespoke messaging, marketing messages, reminders and booking confirmation notifications, and opting in and out.

About Pocket PA
Pocket PA is the one-stop business platform that facilitates in saving time, money, and stress. Pocket PA manages all clients, appointments, sales, invoicing, expenses, and accounts, making it the perfect platform for self-employed solo business owners.

Pocket PA has been meticulously designed to be simple and easy to use, rendering it a powerful business tool to have by your side. All clients and appointments are both managed and scheduled in one place, eliminating any user stress with the platform giving full transparency of all business transactions and activities.

  • Understanding your money and small business has never been easier with this cloud-based platform that keeps track of all business’s income and expenses, helping you stay on top and feel organised.
  • Finances are understood simply with colour coded dials, all income is displayed in green and expenses in red, a clear display of a loss or gain total.
  • Payments are made within the webapp using Stripe, no card reader is required.
  • Automated SMS and email reminders can be sent to clients.
  • Clients can book online through your website or social media page.
  • Business expense tracking through taking pictures of receipts saving it to the cloud.
  • Customise appointments in your diary with colours.
  • Easily track any outstanding payments.

Course curriculum

  • 1

    Professional Proof

    • About Pocket PA

    • Make Sure You're Registered!

  • 2

    Pocket PA Webinar

    • Pocket PA - Marketing and Messaging Clients Webinar 2pm 9th August 2021

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