Personal Notes, Chat, Payment Policy, and Group Management
Samuel, a dedicated sports coach and therapist, constantly balances his manual therapy sessions with coaching three sports teams at the local high school.
When Samuel heard about Evolutio, an all-in-one app designed for professionals like him to simplify their practice management, he was immediately intrigued. Samuel quickly adopted Evolutio and discovered how this platform could transform his daily professional life.
- Manquer un appel pour ensuite devoir rappeler et tomber sur la messagerie,
- Prendre des appels en soirée qui empiètent sur son temps familial,
- Devoir ajuster constamment son agenda pour les changements de rendez-vous,
- Recevoir des demandes de rendez-vous par texto, par courriel, par messenger et par google business. Il lui arrive même d’oublier de faire un suivi auprès d’un client parce qu’il ne va pas sur l’ensemble des plateformes à chaque jour.
Among the many features, some of the ones he finds most useful include:
01
Managing his sports teams more smoothly. The group management feature allows him to send instructions and exercise programs to all team members while offering the option to personalize these programs for individual athletes easily. He can also chat with his athletes and ensure that all personal documents received are automatically sorted into their respective files, greatly simplifying organization and follow-up.
02
Samuel centralized his communications through a dedicated chat platform, keeping all communications with his athletes and clients in one place. This centralization streamlines exchanges and reduces the risk of missing important messages.
03
Leaving personal notes that he can add to a client’s file to remind himself of key points from their conversations or to track the progress of specific projects, such as renovations. These small details enhance client loyalty, as clients feel genuinely valued and appreciate the personalized follow-up. Additionally, these notes serve as reminders to conduct follow-ups, showing clients that Samuel genuinely cares about their progress and well-being.
04
He enforces his payment policy without confrontation. In the event of cancellations or last-minute no-shows, the platform allows him to charge a fee according to his payment policy. This option is essential for him because every absent client represents a lost time slot, which impacts his income. Evolutio helps secure his livelihood while maintaining respectful and transparent professional relationships with his clients.
Personal Notes and Other Key Features of Evolutio
The Evolutio platform simplifies the daily workflow for professionals like Samuel, a sports coach and therapist, by offering four essential features:
Group Management – Samuel can easily send instructions and exercise programs to his sports teams, with the ability to customize plans for specific athletes. All received documents are automatically organized in the appropriate folders, making tracking and organization easier.
Centralized Messaging – With an integrated messaging system, Samuel can keep all communication with clients and athletes in one place. This centralization ensures that no important message is missed and allows for more effective follow-up.
Personal Notes – He can add notes directly to client files to remember key details from their conversations and monitor their progress. This personalized follow-up strengthens client relationships and improves retention.
Monetary Policy – Evolutio helps him enforce his cancellation policies without confrontation by automatically billing last-minute no-shows, protecting his income while maintaining a clear and professional relationship.
Thanks to these tools, Samuel optimizes his time, improves his organization, and offers high-quality support to his clients and athletes. Evolutio becomes an essential ally for smooth and effective management.
Frequently Asked Questions About Evolutio Features Personal Notes, Messaging, and More
Why use the Personal Notes system when I can already write everything in consultation records?
Evolutio’s Personal Notes system allows you to add contextual information and specific reminders that aren’t necessarily part of a formal consultation. It helps you track essential details that might be missed in standard consultation records, such as relevant remarks or long-term follow-up observations. This system improves your organization and client file management by offering flexibility and personalization.
Why use Evolutio’s messaging feature instead of another platform?
Evolutio’s messaging is designed specifically to integrate with your client management. It allows you to centralize all your communication in a single application, making tracking conversations easier and improving your practice’s organization. Unlike other platforms, it helps avoid intrusions outside working hours and provides secure, private access to all your professional conversations.
How can the group management feature help me manage my teams?
Evolutio’s group management allows you to easily send instructions and exercise programs to all group members while still customizing content for individuals when needed. This dramatically simplifies organizing and monitoring your sports teams by enabling quick, effective handling of information and documents.
Why is Evolutio’s monetary policy feature an asset for my practice?
Evolutio’s Monetary Policy feature helps you enforce your attendance and cancellation rules without awkward conversations. In cases of no-shows or last-minute cancellations, Evolutio can automatically bill clients based on your set policy, ensuring your income is protected while maintaining clear and respectful professional relationships.
Weekly Demo – Discover Evolutio!
Join us every Thursday at 7:30 PM (Toronto time) for an informative session about Evolutio. To register, simply fill out a short survey so we can better understand your needs and address them during the online demonstration.