Tutorial #1 - Getting Started with A-ListPro

Getting started with A-ListPro

A-ListPro is an easy-to-use iPhone app that takes the hassle out of running your Appointment-Based Service Business.  Whether you’re a Personal Trainer, Yoga Instructor, Massage Therapist, Hair Stylist, Private Tutor or virtually any other appointment-based service provider, A-ListPro will help you mind your business with powerful functionality like scheduling, client reminders, invoicing, sales and marketing, financial tracking and more. 

Spend far less time dealing with tedious but necessary administrative tasks and more time with your clients - providing outstanding service, keeping them engaged and GROWING YOUR BOTTOM LINE.

Once you’ve downloaded A-ListPro and selected your industry, there are a couple of simple but important steps to take right away.   

  1. Import Your Clients

The first thing you’ll need to do to start managing your business with A-ListPro is to import and build your Client list.  A-ListPro is fully integrated with your iOS Contacts, allowing you to import your iPhone Contacts that are your business Clients.  Tap the “person” icon, 2nd icon from the left, to access the Client screen.  From here, tap the “Import Client(s)” button.  This will display all of the iOS contacts on your iPhone or iPad.  Select all of your business clients from this list and hit “Done”.  You may repeat this process as needed. Use the search bar at the top as needed to find clients by first or last name.  To manually add a Client to the list, tap the + “Additional Actions” button found in the top right corner of the app and select Add Client. 

  1. Enter your Client Categories

A-ListPro allows you to create an unlimited number of “Service Categories” designed to organize your Clients into logical groups.  If you’re a Trainer, you might have Clients who are focused on Weight Loss, Body Building or Rehab.  As a Private Tutor, you may work with students who are preparing for the SAT / ACT, need Math or Reading assistance, etc.  To create Service Categories, tap the More “…” icon located on right side of the icon tray at the bottom of the screen.  Next tap System Info and select Client Categories.  From here, you can add a new Client Category by tapping the “New Category” button at the top of the list.  To edit or delete any of the pre-loaded Client Categories, swipe left on the row (also known as a “cell”).  Left-swiping will reveal Edit & Delete buttons.  Once you’ve created your Client Categories, you can categorize your Clients by tapping the “Edit” button at the top of the Client screen and selecting the appropriate Category in the 4th cell from the top.  Simply tap the Category cell, select the appropriate Category and hit Done.  To see your Client list sorted by category (with a total count for each Category), tap the Category button at the top of the Client list.

  1. Enter Your Service Locations

Next, you’ll want to enter the Preferred Service Locations where you provide your services. This will vary widely by industry and by customer.  For example, if you are a Massage Therapist, you may provide service in the Client’s home or work place, in a Studio, or in your office.  If you’re a Tutor,  you might provide your services in a local library, the client’s home or any other location convenient to you and your client.    

To create Preferred Service Locations, tap the More “…” icon, go to System Info and select Service Locations. From here, you can add new Service Locations by tapping the “New Service Location” button at the top of the list.  To edit or delete any of the pre-loaded Service Locations, swipe left on the cell and select Edit or Delete.  Once you’ve created your Service Locations, you can assign the Client’s Preferred Service Location by tapping the “Edit” button at the top of the Client screen and tapping the Preferred Location in the 5th cell from the top.  Select the appropriate Preferred Service Location and hit Done.  To see your Client list sorted by Service Location (with a total count for each Location), tap the Location button at the top of the Client list. 

  1. Define Your Services and Set Your Prices

Finally, and most importantly, you’ll want to define your Services and set your prices.  A-ListPro allows you to setup an unlimited number of billable Services and establish standard prices for those services.  Once created, you’ll be able to schedule your Clients to receive those Services at the appropriate Date, Time and Location.  

To define your list of billable Service Descriptions, go to the More (“…”) menu and select Service Descriptions.  Tap the “New Service Type” button at the top of the screen and give the Service a clear, concise description, a duration (in either minutes or hours), and your standard price for this service. This description, along with the Client Name, Date, Time, Location and Price, will appear on the Dashboard, in your Calendar, on the various Services lists and in the automated Client Service Reminders that A-ListPro will generate for you.  As with Categories and Service Locations, you may left-swipe to edit or delete any of the pre-loaded Service Description examples as desired.

As you schedule your Clients for service, you will always have the option of editing the price or location of each service as you are scheduling your Client, however, pre-loading this information for each Service Description will save you a lot of time when scheduling.

Once you’ve imported your Clients, created Client Categories, Service Locations and Service Descriptions, you’re ready to start minding your business with A-ListPro. Check back soon for more tutorials that will show you how to sell, schedule, complete, bill and receive payment for your Services.  Until then, if you have ANY questions, ideas, or suggestions, we’d LOVE to hear from you.  Send us an email to support@alistpro.com.

Thanks,

 

Jeff Johnston, Founder / CEO

jeff@alistpro.com