Tips and Advice

You became self-employed to practise your profession: to massage, treat, coach, create. Not to spend your evenings copying appointments into Excel, writing invoices in Word and hunting for a client's receipt in your inbox. Yet admin eats into every...

It's 10 a.m. Your room is ready, your coffee is getting cold, and your client doesn't show up. No call, no email. You can no longer offer that slot to anyone else, and the next hour of your day is gone. Every self-employed professional who works by...

What better way to showcase your services and thank your clients than with a gift card? With AssisTime, you can create gift cards in just a few clicks, and your clients can use them to pay their invoices. Creating a gift card Open the main menu (at...

A preferred rate for your VIP clients, a reduced price for clients who bought a package, a student rate? With AssisTime, it's very easy: just assign a type to your clients and link a price to it in your products and services. 1 - Assign a type to...

Has your accountant ever mentioned the quick method of accounting for GST and QST? If you're eligible, it can simplify your tax returns: instead of calculating the taxes you collected minus your input tax credits, you remit a fixed percentage of...

With AssisTime, you can invoice your clients in just a few clicks. But did you know you can also group several appointments on a single invoice? It's handy for clients you bill every two weeks or at the end of the month, or for a company that pays...

Managing your waiting list and appointment cancellations can take up a lot of time. Fortunately, AssisTime handles much of it for you! Accessing the settings Open the main menu (at the top of the page), then go to Calendar, Settings, Online...

Did you know that AssisTime lets you ask your clients custom questions when they book an appointment online? An injury to report, how they heard about you, a particular preference… You get the information before the appointment even starts!...

A receipt proves that a payment was made. For your client, it is often the document that lets them get reimbursed by their insurance or claim back sales taxes. It only works if it contains the right information: an incomplete receipt is often...

Would you like to set aside certain time slots on your online appointment booking portal for your best clients? For example, keeping your Friday late afternoons for VIP clients only? You can do that with AssisTime! This article shows you how. 1 -...

In the previous articles, you saw that a project can be broken down into tasks. Splitting a project up gives you a more precise picture of where your time and costs go: you'll know whether your planning was accurate, and you'll be able to better...

To plan a project properly and estimate its costs, you need to add the resources required to carry it out: the people who will work on it and the equipment used. This article shows you how, quite simply. How does it work? First, you define your...

Have you just started your free trial of AssisTime? Someone you know raved about how easy it is to use, but you don't know where to begin? Don't panic! AssisTime is easy to use, but it still takes a little while to get familiar with it. This article...

The AssisTime Projects module helps you be as efficient as possible by simply recording the time you spend working for your clients. What better than a stopwatch to keep track of that time for you? That's exactly why AssisTime offers a timer in its...

You've just created a project in AssisTime (see this article), and its record is now in front of you. In this second article, learn how to use this tool to get the most out of it! The top of the record: status and indicators At the very top are the...

How do you remember how many hours you've spent on each of your projects? And how do you get a record that's ready to invoice? The AssisTime Projects module is the tool you need! In this first article of a series on project management, find out how...

You've tried AssisTime and now you want to subscribe? We're delighted to count you among AssisTime users! Here's how to complete your subscription. 1 - The Subscription page Open the main menu (at the top of the page), then go to Profile,...

Have you had a large clientele for a long time? Are you worried that entering all your contacts in AssisTime will be a huge job? Good news: AssisTime has tools to import your contacts in just a few clicks! In this article, you'll see how to use the...

Do you keep your clients' contact details in an Excel file? Or in a stack of business cards? Those methods have their limits. A file can be lost, overwritten or deleted, and your business cards aren't always within reach. Not to mention that there's...

Do you need to keep documents about your clients but find it hard to file them properly? Or worse, to find them when you need them? Did you know that AssisTime lets you attach these files directly to your client records? In this article, you'll see...

Do you waste a ton of time creating your invoices? Time you'd rather spend with your next client? Invoicing matters in any business, but it shouldn't eat into the time you need to serve your clients. AssisTime was designed so you spend as little...

Would you like certain important information to jump out at you as soon as you open a client record? For example, you're a massage therapist and you need to know that your client has an allergy or a particular physical condition before you start the...

Want to know where you stand in your fiscal year without spending hours on it? AssisTime has the tools you need! Whether you're self-employed or an incorporated business, you'll find the reports you need in AssisTime. Open the main menu (at the top...

Is your head cluttered with details to remember? So much so that you're afraid of forgetting something? Clear your mind and reduce your stress with AssisTime follow-ups! A follow-up is a dated reminder, usually tied to a client: calling a client...

Are you always short on time? Do you rush from one client to the next all day long? If so, you're probably looking for ways to make the most of your time. You've come to the right place: AssisTime was designed to make your admin tasks easier! In...

Would you like to see your AssisTime appointments in your phone's calendar app, even without an Internet connection? Or maybe you keep your personal appointments in Google Calendar and want to stop clients from booking over them? Did you know you...

Do you feel swamped by numbers and calculations when you prepare your tax report? Does the mere thought of doing your tax report make you want to hide under your desk? AssisTime can help by making your business's tax management a whole lot simpler!...

Is your phone ringing off the hook? Are appointment requests pouring in by text, email, Facebook and phone? So much so that you're seriously thinking about hiring someone to help? What if you let AssisTime book your appointments for you? AssisTime...

Do you use paper forms to keep information about your clients? One form for the first visit, another for follow-up sessions, and yet another for your assessment results? Did you know you can turn your paper forms into electronic forms in AssisTime...