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>Home > What is BettaPlan? > Core Components

Core Components

Combining goal setting, time management and personal development principles with technology in a smart, practical way; BettaPlan is everything you need to map out your life plan (and live it)


Home

Folders

To-Do

Planner

Coach

Contacts

Alerts

Journal

Ideas

Home

Your Home tab shows a summary of 

  • Your Planner for the day
  • To-Do-List Folder 
  • All your current Alerts
  • An inspirational Quote
  • Your Name or Business Name appears at the top of every page

 To see video tutorials on Home click here

Folders

Get organized for life with your customizable Folders.

Manage all your information in one place. No more double handling, misplacing important documents or wasting time searching for a name, number or note you know you put 'somewhere'; access everything through BettaPlan.

  • A series of mini-databases that you create and customize to suit you
  • Use your industry or business specific terminology to make it work best for you
  • Easy to use tick-box selection system means you choose which fields you want to include in any particular Folder
  • Double click to change any field name just by typing!
  • Add as much or as little detail as you like
  • Everything is stored in separate specific Folders and Folder Groups, yet in the same place
  • Link information to your Planner using set dates and be sure you never miss anything
  • Share information with your team (only with your own server, click here for more details) while still keeping the rest private, work on projects together remotely
  • Set up 'blue-prints' for standard processes 
  • Use your "To-Do-List" Folder for everything you want to get done this week (or whenever) that doesn't need to be added to a specific Folder

To see video tutorials on Folders click here 

Planner

Be prepared for every day using your Planner to manage all your tasks, plans and appointments.

  • Linked to your Folders
  • Automatically display any tasks, activities or appointments scheduled in any Folders for that day or week 
  • Color code activities for an instant visual snapshot of the day
  • Plan for today, tomorrow or next year
  • Syncs with your Outlook Calendar (and Outlook Tasks) so you never miss a thing
  • No need to enter anything more than once, but still have it available where you need it thanks to linking and syncing options
  • Open any Folder in Quick Scheduler within your Planner to set dates and drag and drop items to different days
  • Share your availability with your team while keeping the details of your appointments private (only with your own server, click here for more details)

To see video tutorials on the Planner click here

Coach

Stay Focused with your customizable daily Coach Q&A and keep motivated with Quotes and Affirmations

  • Stay mindful of key priorities or activities you want to include in your life (or make sure not to include!)
  • Each morning and evening, or whenever you choose, answer your personalized set of questions; create them based on your goals 
  • Answering your Coach questions keeps you focused on your priorities 
  • Helps you track areas where you need to work harder or maybe pull back
  • The answers are kept for you to review so you can look back and see how far you've come!
  • Your Coach also includes a library of Quotes and Affirmations to keep you motivated and inspired

To see video tutorials on Coach click here

Contacts

Relationships are the foundation of our lives.

There is absolutely no question that business is personal these days and that building and maintaining strong relationships means that you'll enjoy your life more and achieve a level of success (both personally and professionally) far beyond what you otherwise would.

  • Build a CRM for personal and professional contacts by linking your Contacts and Communications Folders
  • Use your industry and business specific terminology by customizing fields and field labels, creating your own drop down menu options and more
  • Share your CRM between as many people in your business as appropriate (only with your own server, click here for more details)
  • Set call cycles and  reminders for birthdays or events 
  • Stay in touch in a personal, relevant and genuine way; build more successful relationships
  • Keep notes on contact history, birthdays, favorite restaurants, likes and dislikes or previous issues
  • Attach emails, documents or URLs

To see video tutorials on Contacts click here

Alerts

No more guilt or worry about forgetting to do something you've promised or sending that little gift you thought of, never miss a birthday or occasion again. No matter what it is you want to remember, set an alert (up to a year in advance) and you won't be able to forget!

  • Set an Alert for any event, deadline, occasion or activity you need to remember
  • Set Alerts days or weeks in advance regardless of the due date or scheduled delivery date in your Folder or Planner
  • Alerts are displayed on your Home tab, on the Alerts Tab and in the specific Folder
  • Set group Alerts so everyone in your team knows about changes, deadlines, updates or events (only using your own server, click here for more details) 
  • Just open BettaPlan every day and you will never forget again

To see video tutorials on Alerts click here

Journal

Your Personal and Professional Journals allows you to reflect on your thoughts and feelings and record progress and success' along the way.

Your Personal Journal:

  • Reflect on the days events
  • Record thoughts, feelings and achievements
  • Note down what went well and why or what you might need to look at doing differently tomorrow
  • Get to know yourself and what makes you tick

Your Professional Journal:

  • Track activity and achievements throughout the day
  • Charge clients accurately by recording your days work using CC Done
  • Know when issues arose and why with certainly thanks to automatic time and date stamping of entries
  • The one click CC Done function allows you to automatically record a copy of any task from your Folders or Planner 
  • Track your teams individual progress on key objectives (only with your own server, click here for more details)

 To see video tutorials on the Journal click here 

Ideas

Use your Ideas page to take note of every great idea you have. Even if it seems crazy or you know you can't act on it right away. You never know where those great ideas will lead. Let your imagination run wild!

  • Time and date stamped entries mean you'll never forget when you had an idea
  • Free form Random Notes section allows you to jot anything down and be sure you won't loose it

 

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