With so many tech tools to choose from, it might be harder to pick where to start. Here are a couple suggestions about tools that make my life so much easier! Giving you just a short list of the tools I use daily.
If you are in the wellness field, Simple Practice can change your life. I waited WAY TOO LONG to sign up and spent too much time (aka money) writing notes by hand then using free EHR services and tracking it all in other ways.
What I like about Simple Practice:
1. You can get your clients to sign all your paperwork online.
2. Clients can schedule their appointments online.
3. Sample note forms are included, or you can make your own templates.
4. It tracks what notes you still need to write and what payments are due.
5. Credit card payments are integrated.
Another app that's left me wondering why I didn't use it earlier. Mile IQ automatically tracks all your trips. You can set what days/times you want it to automatically track them -- only work M-F 10 - 7? Great! It will only track trips in that time period. A notification pops up on your phone and prompts you to swipe right if the trip was for work, or left if it was personal. You can add a note if you want to in order to track why it counts as a business expense. AND, it will also recognize repeated trips and auto-categorize. Whaaa?!?! Tax time will be completely awesome after you start this one.
This is one of the easiest graphics tools you can find. Canva has templates, photos that you can purchase, and a huge variety of graphics. For a small fee you can keep your own fonts uploaded and your own brand colors and images stored.
Intimidated? The amazing Nicholette of Nicholette Styles has templates you can purchase to get it going quickly! She also has amazing YouTube tutorials to get you up to speed on using it yourself.
Everyone has their own favorite planner, and I feel as though I might be making myself vulnerable to a verifiable onslaught by putting my flag in the dirt... that said, I love the many options of journals and planners May Designs allows you to customize. (That said, if you are an electronic person, go try Asana!) Try one and let me know what you think!