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Best Ways Small Businesses Can Tap Fintech Opportunities

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Fintech Opportunities

Businesses have, in the last couple of years, become increasingly digital. At the onset of the global pandemic, many business owners quickly realized the value of utilizing fully integrated digital systems.

As businesses grow, so does the technology that helps to fuel their expansion.

But, again, the narrative here speaks for itself. The more businesses require the right set of digital tools to help them remain relevant in a highly competitive market; the quicker certain technologies will be developed to help cope with the increasing demand.

One specific category of tech tools that have genuinely captivated and helped advance how businesses interact and connect with their clients is financial technology or fintech.

Experts have found that fintech now encompasses more than the traditional applications and products it was initially designed for.

Fintech has become a key player in the overall success of small b businesses against the backdrop of an increasingly competitive marketplace and how they can successfully organize their finances.

In a Forbes Advisor article, journalists covering the topic suggest that fintech refers to as “platforms enabling run-of-the-mill tasks like depositing checks, moving money between accounts, paying bills or applying for financial aid. However, they also facilitate technically complex concepts, including peer-to-peer lending and crypto exchanges.”

Tools and apps help to enhance the digital financial experience.

Today, it’s clear how these tools and applications have helped to enhance the digital financial experience for billions of consumers. And research shows just how quickly fintech has been adopted across consumer markets.

In 2019, around 64% of the global population was using fintech applications, according to an Ernst & Young Global FinTech Adoption Index Report. The same report found that back in 2015, roughly 16% of global consumers were using fintech-based technologies. Today, 3 in 4 consumers use digital money and online payment solutions.

With the growing digital population, and the developing world rapidly coming online in droves, fintech will help catapult both consumers and small businesses into the next generation of technology and digital mobility.

Slow Digital Adoption

Despite the positive growth the fintech industry has experienced in the last couple of years, mainly during the height of the pandemic, research by the Center for Financial Inclusion showed that some small businesses have been slow in transitioning to digital.

In countries such as India, Indonesia, and Nigeria, small and medium enterprises have been slow to adopt essential digital and fintech tools. Across some countries, such as India, there has even been a decline in recent years towards digital adoption.

Are you educated enough to see the vast span of technologies in fintech?

The issue with the slower adoption of fintech and other tech-related products or services is that small business owners are not aware or educated enough of the potential these technologies can bring to their businesses.

Additionally, many small business owners are unsuccessful in implementing the right set of tools due to a lack of digital literacy or financial challenges restraining them.

While there is proof that some small businesses have been actively working to improve their adoption and utilization capabilities of fintech tools, there’s still a lot that business owners will need to learn in terms of how these tools work and how much of a facet they can become for their business.

Fintech as an Inclusive Industry for Growth

As more and more people come online, whether, through mobile devices, or the transition into the virtual workplace, small businesses will need to start looking at ways to tap deeper into the pockets of financial technology.

There are many ways to enhance and improve their business activities, simply by looking towards tech and software for the answer.

Although it’s not an easy task, as not all small businesses are in the same financial position to opt-in on high-tech payment and banking tools, owners and entrepreneurs should remain open to the growing market of opportunities that await them.

Going forward, there will still be an immense amount of challenges that small and medium business owners face outside of their traditional operational problems.

The fast pace of the digital economy needs resources to take off.

The digital economy is only starting to take off, but at a rapid pace, and unfortunately, those with limited access to resources and related tools will be left behind. Therefore, it’s important for the industry – fintech – to look towards broadening its efforts to become more inclusive in financial and social dynamics.

For small business owners, it’s essential to look at ways in which they can create more opportunities for improvement, both within their businesses and for those who are only now learning to adapt.

Through a more community-driven approach, it’s possible that small business owners, regardless of their level of digital literacy, or access to high-end fintech tools, will learn new ways to become more resilient in the face of economic uncertainty and find technological tools that can help with small business protection.

Tapping into the Opportunities Provided by FinTech

To make better sense of the economic pyramid, which sees a slew of consumers and small business owners at its base adopting digital payment tools, we can take a closer look at how small and medium-sized businesses can start tapping into these opportunities.

Digital Payments

Digital payments are perhaps one of the most essential and biggest buckets captured under the umbrella of fintech. Research by the World Bank found that roughly two-thirds of adults now make or receive digital payments. Moreover, in the last couple of years, digital payments have become the go-to for many consumers, both sending and receiving payments.

For small businesses, accepting digital payments puts them in a position where they can serve more customers, both in-store and online, through digital payment options. As a result, digital payments have become a safer and more suitable replacement for many small businesses looking to grow their client base but also pivot towards the future of successful business innovation.

Above and beyond is the notion of how digital payments have helped to increase efficiency among team members and to help narrow the digital gap between the consumer and the business.

Digital Lending

On the opposite side of digital payments is the captivating innovation of digital lending. While the concept is still somewhat new in terms of what it is and how it will work, some businesses, more so those in the financial services sector, have already seen significant growth in consumer usability for digital lending.

Digital lending can help speed up the process, help banks make more accurate decisions, and help both parties to seamlessly collect and compile information or data more quickly.

Between March 2020 and late 2021, commercial banks in the United States saw a surge of 34% in deposits from corporate clients due to the ongoing pandemic at the time. What this means for businesses, both small and corporate-sized, is that the lending and borrowing process is becoming more streamlined and less complicated altogether.


Wealtech is a category frequented by individuals and small businesses looking for simplified and convenient ways to help them manage their money and savings.

Perhaps the most common feature of wealtech is robo-advisors, which in recent years have become a significant player in the world of investing and trading on the public market. It’s all part of the simple tasks businesses can now fully automate with the help of technology, the internet, and other software-based tools.

Besides this, wealthtech branches into the world of small-medium enterprises (SMEs) to help business owners better control their cash flows and help build a safety net of savings in case of any sudden economic downturn.

This could mean that wealthtech tools and platforms can help business owners generate more micro-investments and build their understanding of digital brokerage applications. Digital wealtech has not yet been fully explored by businesses or their owners, but it does carry the potential to become an important facet of business in the coming years.

Digital Capital Raising

For business owners taking a step towards expansion, digital capital raising has become the best way to help deploy your business into the minds of potential investors and stakeholders.

Transformative digital tools have now enabled many business owners to become more connected with investors. Digital capital raising has plenty of perks, and there are different ways in which business owners can leverage the possibilities to help expand their ventures.

Today, business owners can share insightful information with investors faster and more seamlessly. Financial contributions can be in the form of fiat currencies or digital currencies through the use of the blockchain. In addition, rewards and interests can now be transferred to clients and investors via the internet or digital platforms.

Whatever it may be, the growth potential isn’t limited only to a few online services but also to how it can become a financial asset to the business. As a result, digital capital raising can become part of the broader business map that can help business owners find a suitable path for their business.

Digital Custody

Businesses and organizations often have to deal with a slew of legal and custodial regulations related to the ownership of financial assets held within the business. And while these regulations are all argumentative, the need for more digital custody could be the key driver to helping businesses unlock the potential of the digital economy.

While there are many different branches of digital custody, it’s often closely tied to the ownership of traditional financial assets, where a custodian will take responsibility for securing investors’ assets.

For small businesses, digital custody could mean that financial assets can be transferred between owners, investors, or stakeholders. It also helps make these financial assets more accessible by helping business owners tap into the growing market of cryptocurrencies.

Digital custody comes with its own set of challenges and will need to be explored further in the coming years. However, despite the burdens, digital custody is already proving itself a valuable asset for many business owners.

Final Thoughts

Although fintech encompasses a broad spectrum of categories, the growing need for digital innovation in the financial services sector has only meant that small businesses can now benefit from the key facets brought on by fintech.

As the world becomes increasingly digital, business owners will help to find that fintech solutions are not only an advanced alternative but also a financially sustainable solution for their businesses and their customers.

There is a lot that business owners can do to improve their experience and assist those that have limited access to the right tools and resources. However, some of these challenges may require that business owners look towards a more community-driven approach to mitigate high levels of digital illiteracy among owners, entrepreneurs, and consumers.

The bottom line is that businesses need financial technology, not just from an operational point of view but also in terms of how the business can grow, expand and play a key role in its marketplace.

Best Ways Small Businesses Can Tap Fintech Opportunities was originally published on on Sept. 27, 2022, by Carma Khatib. Featured Image: Nappy; Thank you!

5 Autumn Promotions to Help Grow Your Business

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autumn business promotion

The seasons are changing, which is the perfect time for you to make some changes to your business. While your organization might not need a complete overhaul, altering your marketing tactics to the changing times can be exceptionally helpful. The events and themes that accompany autumn can be used to your advantage.

One thing consumers love is a good deal. Sales and discounts are common during the fall months for that reason, whether it’s Labor Day furniture sales or cut-rate turkeys at the grocery store. Appointment-based businesses can likewise use seasonal promotions to grow their customer base and generate more revenue. Here are a few ideas your business can entertain this season to accomplish just that:

1. Offer School-Oriented Deals

One of the biggest changes besides the weather in fall is the return of the academic year. There’s a lot that goes into heading back to school, and your business can run promotions to show scholars your support. If your service is one that many students may desire or need, a student discount will be welcomed.

By this point in the semester, new college students are outgrowing the haircuts they got before leaving home. To maintain their look, their tresses are going to need intervention before holiday break rolls around. If you operate a hair salon, advertise a 10% discount for students who can provide a school ID. They can look and feel their best without straining their student budget.

You can think of a school-related twist for just about any business. Students who commute to class may need an oil change for their car. Parents who finally have their kids out of the house will appreciate a discounted massage.

2. Provide Holiday-Themed Discounts and Freebies

There are a few key holidays that take place during autumn, and the promotions during this time practically create themselves. There are so many ways for you to offer a creative discount to your customers to celebrate the season.

Halloween offers a prime opportunity. This holiday is already heavily commercialized, with its own special TV episodes, spooky decorations, and buckets of candy waiting for hungry children. Your business can have a lot of fun with this holiday by thinking outside of the box.

For example, you can offer a discount or a product giveaway to any customer who shows up in a Halloween costume. This will really hit the mark for businesses that target families, such as a pediatric dentist’s office. Kids will be able to show off their Halloween costumes, and parents will walk away with some free toothpaste and kid-friendly floss picks. Just the thing to save young teeth from sticky Halloween treats!

3. Join In Community Events

You won’t be the only organization that will be celebrating the season. Chances are, your local community will host a number of fall-themed events for families in the area. You can lend your support by volunteering at these events and bringing some discounted services along with you.

Turkey Trots are fun runs held around Thanksgiving Day. Families get together to burn a few calories before an extravagant meal and compete for prizes. How can your business help out at an event like this? Maybe you set up a booth at the finish line handing out apple cider with discount cards for your services. You’re helping out with the race while also marketing your company.

Other seasonal events to watch out for are trunk-or-treats, corn mazes, and fall festivals. Be creative with how you participate in these events, both in providing a service for the community and marketing your business.

4. Beef Up Your Loyalty Rewards

Do you have a loyalty program currently in place? Many appointment-based businesses reward returning customers with points that can be redeemed for discounts, prizes, and more. If you run such a program, your fall discount plan can be to increase potential rewards for a short time. Post fall-themed promotional materials in your waiting area to publicize the bonus rewards you’re offering.

This approach accomplishes two goals. First, you please loyal customers who keep your business running day in and day out by upping their rewards. Secondly, you are incentivizing new customers to become loyalists themselves. Touting the perks of membership can be quite convincing.

If you haven’t implemented a rewards program, now is the perfect time to set one up. An autumn deal that boosts introductory rewards will really get the ball rolling. You can taper off the rewards later, but be sure to honor any promised rewards through the end of the year.

5. Run a Contest

Is there a better discount than 100% off? A lucky customer or two can win such a deal by participating in your fall contest. You can even throw in a 10% discount to all contestants to spread the love and get more people to participate.

One example could be a photo contest held through social media. Contestants can share their fall-themed images with a hashtag specific to your business. Anyone who creates a post can come in for discounted services, and the contestant whose photo gets the most likes can come in for free. Such contests are free to enter and available to anyone with an internet connection, making them inclusive and simple.

Autumn promotions come and go, but the customers they draw in can stick around for the long haul. Craft your seasonal marketing efforts thoughtfully, and your business will be enjoying the increased revenue long after the scent of pumpkin spice has waned.

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How to Lighten Up Your Waiting Room for the Summer

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lighten up waiting room

Nobody enjoys sitting in a waiting room before an appointment. Even with a smartphone to keep oneself occupied, waiting rooms can be unfamiliar, uncomfortable, and uninviting. Yet the waiting room is a major part of any appointment-based business. That’s why it deserves just as much attention as the rest of your business operations.

If there were a single theme that should epitomize your waiting room, it would be light. It’s as simple as that. A bright waiting room, both literally and figuratively, can make a huge difference for your customers. Here’s how you can make some changes this summer that can make an impact all year round:

Lighten Up, Literally

If you want to brighten the mood, you need to literally lighten the room. Seasonal depression in the colder months occurs in large part due to the lack of sunshine throughout the day. If your waiting room is dark and gloomy, it can inspire similar feelings even during the summer. 

Lightening up can be as easy as switching out your light bulbs. Newer LEDs are not only brighter bulbs, but they are more efficient as well. You’ll brighten up the space without having to pay more for utilities. 

In addition to turning on actual lights, consider taking a look at your waiting room’s color scheme. Lighter colors, such as yellow, can feel more positive than dreary grays and dull browns. Even a splash of color on an accent wall can bring life to your place of business. 

Use the Right Playlist

Many businesses play music to fill the empty space of their waiting rooms. This is a great strategy to implement and doesn’t take a lot of effort. What you need to be conscious about is the type of music that you’re playing in your waiting area.

Your playlist should consist of upbeat music, no matter your genre of choice. Instrumental music is easy; just select beats and melodies that sound positive and vibrant. For other types of music, you’ll do the same while also paying attention to the lyrics. Clean, happy lyrics will lighten up your waiting room a lot better than sad songs. 

Offer Refreshments

A light snack or a good beverage can perk your customers right up. Waiting for an appointment is a much worse experience on an empty stomach than it would be otherwise. You can’t know whether your customers managed to grab lunch before coming to their appointment. While their hunger and thirst are out of your control, you can offer refreshments to tide them over until their names are called. 

Water is an easy and inexpensive beverage to provide and essential for proper hydration. If you want to put a light twist on your H2O offering, add some fresh fruit. A little bit of orange or strawberry can add a memorable twist to your waiting room’s water cooler.  

For snacks, make sure anything you provide is light — think granola bars or fresh fruit. Foods packed with sugar and fat won’t do the trick. They will cause your customers to feel sluggish rather than help them stay alert. 

Take Advantage of Scent

How your waiting room smells is an underrated part of your business. It’s often one of the first things new customers experience, especially when unpleasant odors are involved. Obviously you’ll want to begin by minimizing these with improved ventilation. But while a lack of smell might be an improvement, the air might feel stale with no scent whatsoever.

Plan to introduce new scents into your waiting room gradually. Scents that are too strong, even if they smell good, can be overwhelming. Try a single scented candle and see whether that makes a noticeable difference. You can switch these out to fit seasonal moods. Summer scents like flowers can be replaced later in the year with cinnamon or piney smells.

Don’t Forget the Feels

So far every single one of the five senses has been covered except one. The only one missing is touch. When was the last time you updated your seating arrangement? Customers will feel a lot better when their seats feel like clouds rather than rocks. 

In addition to improved cushioning, don’t forget the climate control. A hot waiting room in the summer is not the place your customers want to be. They are more likely to forgive long wait times if it means they can spend some extra time in the air conditioning. 

Customers will appreciate a waiting room that feels safe and welcoming. A kids play area will make your waiting room family-friendly. The latest security features on display help parents feel safe while they are waiting with their children. 

These changes to your waiting room can be implemented throughout your business space. In most cases, this theme of light will also help you and your employees. Lighter spaces and a lighter atmosphere can help boost mood and productivity. It’s time to turn on the lights this summer and witness the change it will make. 

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5 Tips for Keeping Your Patient Waiting Room Clean

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keep waiting room clean

As a member of medical practice, you know how important it is to put the health and safety of your patients first. You wouldn’t have gotten into the industry otherwise!

But there’s more to promoting your patients’ health than diagnosing and treating their ailments. You also need to prevent them from coming into contact with germs while they’re in your care. In this article, we share tips for keeping your waiting room clean and your patients happy and healthy.

1. Schedule Regular Cleanings

It’s incredibly important to schedule regular cleanings for your waiting room — and to post that schedule. This practice can both slow the spread of potential infections and assure patients of your commitment to sanitation. Evidence of your waiting room’s cleanliness will help them feel comfortable and relaxed.

To start, take the time to create a medical office cleaning checklist. This is a great way to familiarize yourself with exactly what needs to be cleaned in your waiting room. Make sure you focus on items that see the most contact, such as door handles, check-in areas, pens, tablets, chairs, etc. If your waiting room is kid-friendly, don’t forget to wipe down children’s toys and books.

If you plan to have a cleaning service come in, share this checklist with them. Or maybe your team will do a majority of the work. If that’s the case, you should also create a cleaning schedule to ensure everything is getting done throughout the day. Many medical offices are closed for a few hours during lunchtime; this could be a great time to give your waiting room a cleaning.

2. Reconsider Your Furnishings

Chances are, your waiting room offers amenities for patients. Maybe you have magazines and newspapers laid out on the table. Or perhaps you purchased upholstered furniture, like overstuffed chairs and couches, to keep patients comfortable.

While you probably meant well, some of your furnishing choices might make it hard to keep your waiting room clean. For instance, those cloth-upholstered chairs may be difficult to disinfect. Replacing them with vinyl seating that is easy to wipe down will improve cleanliness.

If your chairs and sofas are bulky, it will be hard to keep them well-spaced. You want to avoid having patients sit right next to each other. Regardless of why a patient is coming to see you, there’s always a chance they could spread infection. Consider swapping oversized furniture with more streamlined chairs that don’t take up as much room. This will allow you to spread them out — and the more space between patients in the waiting room, the better.

3. Encourage Patients to Take COVID-19 Precautions

The Centers for Disease Control and Prevention’s COVID-19 tracker shows nearly 108,000 new cases of the virus daily from July to August 2022. And while vaccines help to keep serious illness at bay, the coronavirus can still be harmful. Research has found the virus may produce long-term effects.

To help keep patients safe, stock your waiting room with COVID safety essentials like hand sanitizer, cleaning wipes, and face masks. You want to make sure these necessities are clearly visible, so consider keeping them where patients check in. Alternatively, you could place them on a coffee table in the waiting room.

To persuade people to use these items, you could place a sign reminding them of the importance of taking COVID precautions. More importantly, you and your team should model this behavior yourselves.

4. Consider Separating Your Waiting Rooms

Instead of having all your patients sit in one waiting room, consider having multiple rooms or designated spaces. For example, one waiting room could be designated for those who aren’t feeling well. Maybe they’re waiting to get tested for COVID or have flu-like symptoms. Your second waiting room could be for those who feel fine but are there for something routine, like a physical.

If you have the space, consider having a separate area for children to play. While this isn’t a necessity, it will keep your waiting room clean of toys. If your space isn’t big enough for separate rooms, use dividers as a way to create different areas. Even just separating the sick from the healthy can go a long way in preventing germs from spreading.

5. Be Strategic About Appointments

As a medical professional, your goal is to help people. It’s no wonder you may try to see as many patients as you can during the day. Unfortunately, that could make it difficult to keep your waiting room clean. Instead of overscheduling, be mindful of appointments and how many people are in your waiting room at a given time. This is especially true if your waiting room is on the smaller side.

A good rule of thumb is to first determine the maximum number of people you want to have in a waiting room at once. From there, create time blocks for each appointment to ensure you never go over that number. Using an online scheduler will make this process easier, as you can automate available appointment slots based on your time blocks.

Keeping your waiting room clean should be a top priority. It can help prevent germs from spreading and will make your patients feel more comfortable. Remember, first impressions matter. A clean waiting room ensures the appointment starts on the right foot and can help you retain patients long-term.

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5 Ways You Can Prepare Yourself for a Difficult Client

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Difficult Client

Chances are, you’ll experience a difficult client from time to time. And while most clients mean well, some are overly demanding, have unrealistic expectations, and are downright rude. The good news is that there are strategies you can put in place to deal with those difficult clients. From being proactive and scheduling phone calls to cutting ties, here are a few tips you should consider adopting:

1. Schedule A Phone Call

The last thing you probably want is to hop on a phone call with a difficult client. But the truth is, that’s the first thing you should do. Communication is key. And while texting and emailing might seem like enough, it’s all too easy for information to get misinterpreted. That’s why you should consider scheduling a phone call or even a face-to-face meeting with a client. 

During the conversation, make sure you go over expectations. Not just what the client expects but what’s actually included in their contract. For instance, let’s say you were hired to write a 500-word blog post. Make sure the client is aware of the word count and doesn’t expect 600 or 700 words. Incorrect expectations can often lead to disappointment from one party or the other.

You should also take time to ask the client any questions you may have on the project. For example, maybe you’re confused about the topic or want to make sure you’re clear on how to start. The more you know, the easier it should be to create an outline for the project and provide the client with realistic due dates.

As a rule of thumb, it’s a good idea to have a conversation with a client during the onboarding process. Doing so could help you two get off on a good start and potentially keep them from becoming a difficult client. 

2. Ask The Right Questions

Before starting a project, it’s important you have a strong grasp of what’s expected from you. To do that, you have to ask questions. As mentioned above, it’s a good idea to onboard your clients with a phone call. This phone call provides the perfect setting to ask your questions.

Keep in mind that you want to make sure you’re asking the right questions. Not doing so could make the process harder and may rub your client the wrong way. Before the call, figure out what you want to ask. Do you need more clarity on a certain section? Do you want a better understanding of the target audience or the client’s goal for the project?

Make sure you take time to go over the project details and gather information on your client. Don’t be afraid to ask your co-workers for their input or brainstorm ideas beforehand. While you want to ask questions, you don’t want the client to think you’re unprepared.

3. Listen To Your Clients

Asking questions is one thing, but listening is something else entirely. Instead of viewing your client as a problem, view them as a resource. After all, your client is someone you have to study and pay attention to in order to be successful. When they speak, listen and make sure you’re taking notes. 

Listening can also help you build a better relationship with your client, as it shows good customer service. According to a study, 86% of clients say good customer service can keep them with a company long-term. Think about it. How quickly are you turned off when someone speaks over you or doesn’t remember anything you say? Exactly. Make sure the client knows you’re listening.

Listening is especially important with a difficult client who likes vocalizing their complaints. While it can be uncomfortable, it’s important your client feels heard. This doesn’t mean you have to agree with everything they’re saying, but show that you care and want to help. Empathizing is crucial when it comes to dealing with clients. 

4. Don’t Take It Personally

One of the biggest mistakes you could make with a difficult client is taking what they say personally. It’s important to remember that you aren’t the problem. Chances are that there’s some miscommunication. Or maybe you, or the client, haven’t been clear on expectations. While this can be upsetting, it can be fixed. And definitely not something you should take personally. 

Remind yourself that you’re in a customer-facing role. Your job is to work with the client as best as you can to produce something you’re both proud of. For this to happen, you may receive criticism and have to change a few things. It’s all a part of the process. Try not to stress. 

5. Walk Away

It’s important to remember that your mental health is just as important as your client list. While having the occasional difficult client is bound to happen, it shouldn’t be a regular experience. If a client continuously talks down to you and makes it impossible for you to work, consider walking away. 

With that said, there are a few things you should consider before walking away from a client. First, pay attention to their attitude. If a client is rude or degrading, that’s a sign to walk away. Not to mention, many clients won’t do repeat business with you after one bad experience.

You should also consider the amount of time and resources you’re giving to the client. If they’re demanding more time and energy than other clients, that’s another sign to walk away. You might think you should stick it out with a difficult client, but that might not be the best move. This way, you can both move on and find someone you can have a better working relationship with. 

Difficult clients can be demanding, but they can also help you grow. The key is to be prepared to deal with them and know when enough is enough. The tips above can help you deal with difficult clients in an effective way. 

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How to Offer Fun Summer Activities to Clients

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fun summer activities

Summer is the perfect time to put together some activities for your clients. Doing this allows you to connect with them more, establishing deeper relationships for long-term partnerships. While also strengthening loyalty, summer events can also bring in new customers to continue growing your business.

The question now is how to decide on a summer activity and execute it effectively. A lot will depend on your business and its specific client base. However, there are a few universal tips that should come in handy this season:

Make it Family Friendly

When it comes to planning summer activities, most clients will have their families in mind. With school out for summer break, they’ll want to spend as much time with their kids as they can. This is why any summer event you put on for your clients should be family friendly.

Renting out a pool or waterpark for your clients and their families will be a lot more fun than a cocktail brunch with little flexibility. Besides, this way the kids can have their fun while the adult clients can enjoy a piña colada in the shade. You’ll have plenty of time to interact with your customers while simultaneously putting on a fun family event.

While it might take a little more effort to accommodate entire families, the effort is worth it. Consumers love a brand that is friendly and outgoing to people of all ages and family compositions.

Sponsor Community Events

There are typically more local events going on during the summer. This will make it more difficult for your business to run an independent event. You’ll be competing with sporting events, parties, parades, and all of the other gatherings planned during the warm weather.

Instead of trying to force your summer activities into every calendar, consider piggy-backing on some of the more prominent events in the area. For example, you might find a lot of success by sponsoring a tent at the county fair. You can notify current customers that you have some prizes specifically for them if they attend the fair, incentivizing them to go. You can also gain more exposure for your brand and hopefully meet some future clients.

Other examples of summer activities you can sponsor can include:

  • a theme night at a baseball game
  • a fireworks show for your town
  • an outdoor movie night in the city park
  • a company parade float

As long as you can find a way to make sure your active clients are included, summer sponsorship opportunities can be a great opportunity for your business.

Embrace the Spirit of Giving

The spirit of giving might be heavily associated with the holiday season, but it’s always welcome in the summer. Any activity or event that you put on for your clients should be done with the intention of providing them with something. Whether that’s a unique experience or a load of prizes, they should be leaving with more than what they arrived with.

Let’s say you decide to put together a summer picnic at the park for all of your employees and clients. You prepare some delicious food for the occasion along with some games and activities for all the families in attendance. Don’t stop there! Raffle off some prizes, such as concert tickets, cool gadgets, or even free services. This combo will be the perfect way to say thanks to the clients who have supported your business.

Consider Current Needs

This has been a record-breaking summer in some areas in terms of heat. With temperatures climbing, a lot of people are opting to stay indoors rather than participate in outdoor activities. Your clients may very well feel this way, and you should keep that sentiment in mind.

For a summer like this, you might opt for an indoor or digital event. Next summer the weather might be more reasonable for an outdoor event, or you could try a fall event. This is an example of how current needs and circumstances will impact how you offer fun summer activities to your clients.

Create a Tradition

Every season comes with its traditions, and summer is no exception. For some families, it’s the annual Fourth of July parade. For others, it’s taking trips to the lake. Traditions are powerful, and your business can play a part in creating a new one for the summer.

Think of the summer event you want to put on. Perhaps this is a poolside barbeque event where you rent out a large facility for your customers and their families. If you can plan this event at the same time each year, you can turn it into a tradition everyone can look forward to. Execute your event perfectly and you’ll have people adding it to their calendar for 2023 as soon as they return home.

Summer is full of amazing opportunities. Be sure to take advantage of the ways you can reach out to and connect with your clients this year and for years to come.

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Prioritize Employee Health This Summer With These Apps

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prioritize employee health

Ever since the first wave of COVID-19, people have been more conscious about their health. From getting vaccinated to watching their weight, Americans are more focused than ever on getting healthy. Unfortunately, prioritizing health can be a major challenge for workers facing a busy summer.

As a business owner, you’re responsible for a lot of things. You need to maintain a profitable business, satisfy customers, and continue to move your organization forward. Another high priority should be your employees and their personal health.

What you need to do as an employer is enable your workers to be able to prioritize their health. They should be able to do this even on a busy work schedule. This list of health-centered apps can be a part of your strategy. Teach — or even incentivize — your employees to use these apps, and you’ll have a happier, healthier team clocking in each day.


A big part of prioritizing health is devoting time to it. Some employees might procrastinate on things like health check-ups and doctor’s appointments because they’re afraid to miss work. Your job as an employer is to help your employees make time for their personal health.

Appointment is a program that helps companies manage meetings with clients, employees, and potential investors. Employers can use this app to block off time for workers to make it to their personal appointments. Schedules and meetings can be adjusted to accommodate their needs.

Your personal calendar will be synced with Appointment, so you can keep tabs on any changes. Let your employees know that you want to enable their health needs and use an app like this to make it possible.

Daily Water Tracker Reminder

Hydration is something you can easily do throughout the day, even while at work. Drinking water helps regulate body temperature, fight off illnesses, and improve cognition. This will help employees both at work and at home.

Staying hydrated is as simple as remembering to drink. A simple app such as the Daily Water Tracker Reminder can help out your team. This program is free for both Apple and Android devices. Users create personalized goals and track their water intake. The app helps keep you accountable to your goals and helps you visualize the progress made over time.

The amount of water you should drink varies from person to person. Different weights, heights, and levels of activity can contribute to a wide range of hydration goals. Employers can reward team members that meet their goals, wherever they are set, in an effort to boost hydration within the organization.


You can’t talk about health without mentioning the need for exercise. Daily exercise helps with blood flow and burns fat and calories. Strengthening your muscles also contributes to better stamina throughout the day, even if you work while seated at a desk.

There are numerous apps centered on exercise, but Strava has some features that stand out from the rest. For starters, it’s frequently referred to as the “social network for athletes.” Strava provides a platform for you to share workouts, photos, and comments with a global community. You can create a work-based community within the app to motivate your team to exercise together.

Strava focuses on running and cycling. Coworkers can share their favorite routes and even compete in monthly distance competitions. Perhaps your team could even train together to participate in a local race.


You are what you eat, or so they say. Eating healthy isn’t always fun, but it can drastically turn your life around. A balanced diet provides more energy, can save you money, and better protects you from getting sick.

One way to start eating better is to use a food tracking app like MyFitnessPal, available on both Apple and Android. You can manually input meals or scan barcodes to track everything you eat. MyFitnessPal helps you count calories and balance your diet.

The app is free, but there’s a premium version with additional features worth considering. Your company could add this as an employee benefit, reimbursing the cost of a monthly premium subscription to employees wishing to use the app. This will help them get healthier and happier without money being a contributing factor.


Mental health is just as important as physical health. Employees who are in a better mental health state are more engaged and productive while at work. Prioritizing mental health as an employer will also boost employee satisfaction and retention rates.

There are numerous apps that focus on different aspects of mental health. One of the most highly recommended is Headspace. It has nearly one million reviews in the Apple Store with a 4.8 overall rating. It can guide you through breathing exercises, meditation, and sleep routines.

Headspace requires a subscription, which can also be implemented into your company’s benefits package. The cost of a monthly subscription can easily pay itself off, if it makes your employees happier and more productive. Consider trying it out for yourself as well to see how big of a difference it makes.

When your workers are happy, you’ll be happy. Making their health a priority this summer might be one of the best moves your business makes this year. Start the movement today.

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How to Help Your Business Succeed by Putting Your Customer First

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putting customers first

Ask any business owner, and they can share a plethora of stories involving difficult customers. The sad truth is that many consumers are a challenge to deal with. But without customers, even the bad ones, businesses have no foot to stand on.

Putting the customer first isn’t always easy, but it’s necessary. Poor experiences can turn into memorable events that are shared with friends and family, and you don’t want that. By contrast, helping a disgruntled customer might even convert them into a lifelong buyer. Additionally, it feels good to know that you did everything in your power to try and fix the problem.

Putting your customers first leads to higher retention rates, referral numbers, and company success. Here are some ways you can shift your focus in that direction.

Gather Customer Feedback

You might not believe that the customer is always right. However, you can’t deny that they sometimes have some valuable insight. Gathering customer feedback with the intent to implement it may just be the secret key to your business’s success.

Making changes based on feedback shows your customers that you have their best interest in mind. Business owners can easily wave off suggestions and trust their own intuition. However, doing this may cause you to miss out on good opportunities. At the very least, when you are willing to accept feedback, you strengthen your relationship with paying customers.

There are a few different methods you might use to gather customer feedback. One of the easiest ways is through a survey. You could send this out in an email following an appointment asking for feedback on their experience. You can also turn to social media and even customer reviews on sites such as Google.

Learn to Listen

Customers are often notorious for their inability to reason. When something goes wrong with the product or service they received, some customers resort to lashing out. This certainly isn’t acceptable behavior, but responding positively is crucial.

Instruct your team members to listen to customers before taking action. This will start with you. Listen to your employees and implement strategies that you want them to use when talking to customers.

Active listening includes repeating back key information and suggesting possible solutions. Taking this approach, rather than a defensive one, will help to solve a lot more problems. A good customer service team is sure to take your business a long way.

Enable Self-Service

Sometimes putting the customer first is as easy as letting them do their own thing. This can be accomplished by providing self-service solutions . Today, many customers are finding value in navigating through the business process by themselves. This cuts out the middleman — a customer service representative or a salesperson — when the customer would rather avoid interaction.

There are plenty of examples of self-service in the world today. In many parts of the country, pumping your own gas is an example you might see every day. Self-check-out counters at the grocery store and online shopping are two other instances you probably come across regularly. Customers can take care of themselves while the business still benefits from their purchases.

Think of ways that your company could enable self-service. For example, you might install a chatbot on your website to answer frequently asked questions even after regular business hours. Implementing this form of AI allows customers to receive assistance when there’s not an employee readily available.

Customize Each Experience

Cookie-cutter solutions that work for each customer may certainly be convenient. However, customers feel much more appreciated when their experience with your business is tailored to fit their needs. This helps them to feel like they are more than just another number on a business spreadsheet.

For instance, when you get your haircut at the salon, the stylist often keeps a record of the services provided. This helps them remember the specific details of each customer and their style preferences. In the same way, hotels note room preferences for their guests to make their stays more comfortable. Streaming services suggest new shows based on your watch history for a more personalized viewing experience.

Your business can easily replicate these strategies using customer profiles. This system allows you to keep track of everything pertaining to the products and services you provide to each customer. This allows you to better serve each customer when they return to your business.

Implement a Rewards Program

Give thanks to your paying customers by tacking on rewards for recurring visits. This incentivizes customers to keep returning to your business and rewards them for doing so. You can get creative with the prizes and gifts you offer as well.

A basic rewards program offers discounts on products and services. The more frequently you see a customer, the more savings they may receive. But you don’t have to stop there. You can host raffles for concert tickets or even give out Christmas gifts to your most loyal clientele. If you’re keeping the customer in mind, the rewards you select should hit home.

If you’re a business owner and stuck on what to do next, just put yourself in your customers’ shoes. As the customer, what would you want the business to do for you? Use this mindset to develop plans and strategies that put the customer first every single day.

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Transforming Your Business Into a System With 5 Methods

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Do you ever feel like you’re just going through the motions, but the motions seem more difficult than they should be? If this is the case, you may need to consider transforming your business in order to tune it up. Inefficient business operations not only struggle to turn a profit, but they can be frustrating to manage as well.

Luckily for business owners and entrepreneurs everywhere, there are plenty of proven strategies for upgrading your business with effective systems and processes. To help you revamp your business, here are ways to transform your organization into a well-honed system:

1. Identify What’s Outdated

The first step you need to undertake is ferreting out the aspects of your business that are outdated. A perfect example of this is a software program that you’re paying for but barely use. This program isn’t providing any value to your business, so it’s better to cancel the subscription and put that money to use elsewhere.

This examination should also include software programs and processes that are no longer successful or have become inefficient over time. In contrast to the example above, maybe you have an antiquated software system you’re hosting in-house that could be replaced with a more modern, feature-rich, cloud-based solution. In that case, the right subscription might be just what the doctor ordered. While you might be comfortable with your current system, you have to learn to let go of the old and embrace the new to keep your business in a winning position.

2. Tackle Your Biggest Project

No business is perfect, even the brands that grace the top of the Fortune 500 list. Your business likely has its fair share of problems. Instead of stressing over every little detail that needs improving, start by focusing on your biggest issues and getting them sorted out first. Once the glaring concerns are out of the way, the smaller details will seem much less overwhelming.

Let’s say your most pressing issue is your appointment check-in process. Customers routinely end up queuing for long periods because your receptionist can’t handle the influx of people in a sufficiently timely manner.

What needs to be done to improve this vital part of transforming your business? You could implement online appointment software that better spaces out client arrivals, or you might create a customer portal that allows self check-in for return appointments. When this major problem is solved, a lot of the smaller issues will be easier to deal with.

3. Organize Your Files

Regardless of the industry, your business needs to keep track of a lot of information. This could be tax documents and HR paperwork or client information that helps you optimize customer experiences. Whether you maintain this information physically or electronically, this is one aspect of your business that must be kept organized.

Start by going through your files to remove any duplicates or paperwork that is outdated or unnecessary to keep. With the remainder, you need to establish some sort of organized filing system. Files can be organized by customer name or number or chronologically.

While it’s certainly easiest to keep your files organized digitally, there are scenarios where it might be helpful to have a physical filing system handy. This will act as a failsafe if the internet ever goes out and you need to access certain information before it’s back online.

4. Clear Out Your Inbox

When was the last time you cleaned out your email inbox? As far as daily operations go, this is often placed in the bottom bracket of the priority list. After months of neglect, however, a cluttered inbox can start to cause problems or even some minor stress as you log into your messy email every morning.

Any email service will allow you to create custom folders for organizing your emails. This is a good place to start when transforming your business. It will declutter your main inbox and make it easier to find past emails that you need for reference purposes. Some email services even allow you to create tags and color-coding for additional organization if you so desire.

5. Make Every Replacement More Efficient

Every time you make a change to your business, make sure that it’s one for the better. The difference should be significant enough to be justifiable. You can do a lot better than swapping out Windows 10 for Windows 11.

We’ve talked about the digital side of your business and how it can be upgraded for more efficiency. While that is still incredibly important, don’t overlook the physical aspects of your business and how they can be improved as well. For instance, there are probably a few ways you can improve your waiting room to make the check-in process easier and more comfortable for customers.

Not every change you make will have an instant impact. In fact, some of the adjustments you make might end up being more of a side-step than a step forward. What’s important is that you try new things and keep track of what does or doesn’t work. Over time, you will be able to find winning solutions that take your business to new heights.

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4 Ways to Spring-Clean Your Business Processes

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4 Ways Spring Clean Business Processes

Spring cleaning isn’t necessarily the year’s most fun activity, but it’s certainly one of the most important. We all need a little motivation to clean those hard-to-reach areas and finally organize the coat closet we’ve avoided all year. After all the hard work, it’s nice to feel more comfortable in our homes again.

For business owners, spring cleaning is for much more than just routine tidying and organizing. Businesses need to continue to improve and become more efficient if they want to remain relevant with their customers. If you’re not spring cleaning your business processes, you can fall behind.

This spring, it’s time to look for ways to streamline and improve your business processes. This means keeping the processes that help your businesses to be more efficient and getting rid of what’s not working so you can take on more customers, retain new and existing ones, and increase business revenue. Let’s get started:

1. Out With the Old

It can be unfortunately easy to fall into the trap of amassing subscription services with the intent to use all of them. However, more often than not, there will be at least one service that you continue to pay for without getting much value in return. You’re going to have to learn to let go of some of these services even if it’s difficult to do so.

Start by inventorying all of the services you pay for. Include every piece of customer relationship management software, payment program, and streaming service listed under your business. Which ones are you actually using regularly? If your knowledge management software is only getting updated once every month or two, you’re probably better off saving that money and canceling the subscription.

Even if some of the products you have look useful on paper, too many moving parts can be difficult to manage and even counterproductive. Your business will run a lot more smoothly when it only has what is necessary pushing it forward.

2. In With the New

In some cases, your problem might be that you’re not using enough subscription software services to your advantage. Technology is wonderful, and it can add a lot to your business when implemented properly. In this scenario, spring cleaning is accomplished by adding something new.

Take online appointment software, for example. This tech solution will keep track of customer information and make it much easier for customers to book appointments on their own. You can get rid of stacks of paper and can free up your phone lines by enabling more self-service. Just by adding this one solution, you can make your business process flow a lot more easily.

Be careful not to overload your business, though, or you’ll have to go back to step one again. Less can be more in some cases, but something is almost always better than nothing.

3. Get an Audit

A business audit will put a fresh set of eyes on the inner workings of your organization. A trained professional can take a look at your business and tell you exactly where your inefficiencies lie and give recommendations on how to fix them. Just having their expert opinion and insight can be a helpful place to start.

An auditor can also tell you what you’re doing right. In the process of spring cleaning your business processes, you don’t want to inadvertently mess with something that was working before. Your audit will help you take note of the good aspects of your business processes so you can preserve and enhance them.

An annual business audit may be the spring tradition that your company needs to reach the next level. Such audits can help you stay on top of your game by placing a trusted professional by your side for guidance and support.

4. Reevaluate Your Goals

The goals that you set in the first year you started your business are probably outdated now. When your goals change, so should your processes. Otherwise, you’ll end up treading water instead of making real progress forward.

When you launched your business, your goal might have simply been to break even and get back your investment. Once you’ve accomplished that, your next goal should be to start turning a profit. In order to do so, you’ll need to make changes to your business processes that either cut down on expenses or generate more revenue.

Inflation must also be taken into account. Prices fluctuate over time, and the business process that worked years ago might be too expensive to maintain now. With the rising price of gas, for example, in-person sales calls may need to go virtual. Not only can you make your business more efficient with process changes like these, you can help it to become more cost-effective as well.

Spring only lasts so long, so make some plans to start cleaning up your business processes as soon as you can. This will put you in a great position for success throughout the rest of the year.

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