Automatic Reminders at the right time means you’re
proactive and stay ahead. Productivity improves and
deadlines are met. The good news is that this can be
easy.
The right solution
can increase your productivity and the overall profitability of
your business. So what is it and how do you use it to control people &
events?
The Rapport
Diary from Practice Net was designed to help you to Manage
Your Business Effectively.
Which of the following do you relate to?
You can see at a glance who’s booked at a
particular date & time and who’s available. And if a meeting involves
more than one person you can schedule everyone in the certainty that
your Rapport Diary is up to date. The software diary even
prompts you with a choice of next available time slots in the event of
conflicts.
Whether you choose the single user or networked
version you can include everyone within your business in the Diary.
Individuals can make their own appointments or these can be made for
them. When you schedule a meeting you can choose to send a message to
every participant. If they’re in the office they’ll see it immediately
and if not they’ll see it when they next login.
You can schedule Resources too like a meeting room, projector …
If your business is in the Service Sector you’ll
have lots of Repeat Events such as maintenance schedules. Typically
weekly, monthly, quarterly … I’ve even encountered events that are
repeated each working day! And it’s all too easy to overlook these
future events.
With the
Rapport Diary it’s as easy
to setup a Repeat Event as a one-off event. You can request a Reminder
or Alarm and specify how long in advance you need to be reminded – you
can even repeat the reminder. The result is that overlooked repeat
events simply don’t occur.
It’s all too easy to flog someone to death,
(perhaps it’s you), whilst others get an easy ride. And although
flicking through the pages of a diary, (or electronic version), can give
you an idea you don’t get the whole story. However if you could simply
get a report that shows you events by person for a specified period
there simply is no room for doubt.
Using the
Rapport Diary you can
specify the report you want in seconds. It may take you a few minutes
the first time you use this feature and then I really do mean seconds.
I can relate to this. I’ve forgotten quite a few in
the past but not any longer.
When you schedule an appointment in the
Rapport Diary you schedule your reminders too. Typically you
might set a Reminder a day in advance and an Alarm an hour before the
meeting – you decide. You’ll be reminded automatically. And if you still
forget you must be doing it on purpose!
-
“I Know We Made an Appointment with the
Client But I Can’t Remember When Or With Who”
The Rapport Diary has a unique
Two-way View. Other diaries are people related – it’s easy to see
events scheduled for a particular person. The Rapport Diary
is too and it’s also customer related. And that’s the secret. To view
events for a particular customer simply select the customer record to
view future & past events. You get a complete history.
-
“I Want Everyone to Make Their Own
Appointments but Must Remain In Control”
You decide who has access to the
Rapport
Diary and what they can & can’t do. Some people may be able to
view the diary but not update it. Others may be able to make
appointments for colleagues and even for whole departments to arrange
meetings. They’re your rules – you decide.
The Rapport Diary has an in-built Messaging System,
(you can use Email if you like too), that’s ideal for internal
communications.
And because it’s electronic there’s no paper – so you contribute to a
Greener World too.
It’s got
Memos too for customer related stuff – useful for credit controllers for
example. These pop-up whenever the customer record is viewed.
-
“I Need To Keep Records of Holidays, Sickness
…”
Absences through holidays, sickness and so on are
entered just like other events. Importantly, you can choose to analyse
them at any time using the easy to use reporting System. You choose the
period to report and the people to be included, possibly a department
and tune it to suit. You can even convert it to an Excel Spreadsheet if
you prefer this format.
The Rapport Diary Software is installed in hundreds
of businesses of varying types and sizes.
Varying
from single user PC’s to large networks with many users. I’ve listed a few types of business that
currently use it …
●
Accountants
● Automotive Garages ● Construction Engineers
● Heating Engineers
● Interior Designers ● Manufacturers
● Plumbers ●
Property Management ● Schools
● Surveyors ●
Wedding Planners
To summarise the
things you can do with the Rapport Diary that are important to you …
-
Make appointments on behalf of others.
This could be for one or more people or even a Group such as
managers, directors, marketing …
-
Send messages inviting people to a meeting
ensuring they’re available without even using Email
-
Set an Alarm to remind you
& others
some time prior to a meeting, visit … So you avoid being late or
even forgetting altogether
-
Set up Repeat Events
such as a weekly
management meeting
-
Email a client
to confirm a meeting
directly you enter details in the Diary
-
View just your
own appointments, those
for another person or group. Particularly useful if there are many
entries in the Diary
-
Make private entries for your eyes only
– typically for birth days, anniversaries …
-
Analyse the Diary and produce reports
on holidays, sickness, staff training
-
Make Client
Memos that pop up whenever you view
the client’s folder. Useful if the client’s on credit stop
or simply as a reminder
-
Client related
entries can be viewed from the Diary
or from the Client’s folder. So you get a
Two-Way
View. You select whichever suits you at the time.
-
Network
Diary
Some businesses have the standalone version but
most have the networked version. So as soon as a diary entry is made all
authorised users can see it. And importantly – your diary will always be
up to date.
Compare this to a paper diary or diaries only
visible to the “owners” and if the owner is out of the office …
Arranging a meeting between several people is
simply a matter of looking in the diary for a date free for all and
making the entry. Every participant automatically receives an electronic
notification so there’s no excuse for “not knowing” and double bookings
simply don’t occur.
When making an appointment with a client you can
now book and confirm it immediately – even if the appointment is on
behalf of someone else. You can set up a reminder/alarm prior to the
meeting – you decide the date & time – so there’s no excuse to forget!
Most diaries are people related - you can see at
any time the appointments that Jane or Fred has/had - they’re people
centric. This network diary is too and it’s also client centric.
So you can look at your diary from the client perspective and see all
future & past events, (meetings, visits, notes, memos & reminders), for
any client you choose.
And remember, this information is available to all
authorised users – invaluable when speaking with a client on the phone
or when preparing for a meeting. Information at your fingertips - when
you really need it.
There’ll be occasions when you’ll need to analyse
the information in your Network Diary without needing programming
skills. So we’ve included an easy to use reporting tool.
Extracting a list of holidays taken, absences
through illness, appointments out of the office by individuals or groups
are just a few examples of reports you can produce. And you’ve also the
option of viewing your report as an Excel spreadsheet.
You can start by importing your existing
customer/prospect database. If you can export your data to Excel you can
set up your network diary in a matter of minutes. Then all you need to
do is enter details of your directors/partners, managers & staff and
start making appointments. It really couldn’t be any easier.
Using this new network diary really will save your
business time & money. You’ll be more proactive too and benefit in more
ways than you imagined. So take the decision now and take advantage of
our special offer to you …
You can
purchase the network diary now for only
£75 plus VAT. This is the cost of the single user version. In
case of doubt even this version enables you to set up everyone in your
business. You can even install it on your network so every authorised
user can use it – but only one person at a time.
So £75 gets you a “One Concurrent User License”.
You can upgrade to additional concurrent users later and provided you
purchase these within 30 days of your initial purchase the cost per
additional concurrent user is only £35 plus VAT.
You can access your
Rapport Diary by
Mobile Smartphone
Notebook
Home PC ...
NOT JUST A GREAT PRODUCT AND A HUGE COST SAVING –
YOU ALSO GET A CAST-IRON GUARANTEE …
If after trying the Business Diary you are not
convinced that it will improve your efficiency, saving you time & money
then simply return the product within 30 days for a full refund under
our 100% money back guarantee.
-
-
Annual Support &
Upgrade Service,
The annual licence and Support Service is
included in the costs of the first year charges.
Subsequent years cost only £25p.a for the first
user and £10p.a for each additional concurrent
user.
Not yet convinced?
Why not see the
DIARY IN
ACTION Just
<Click>
Buy the Business
Diary NOW and take advantage of the special price
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