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Key Features
The unique way BettaPlan's Core Components work together works makes Smarter Living easier
Your Planner, Contacts, Folders and To-Do-List items can be linked
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- When you assign a date to any task or activity in a Folder within your BettaPlan, it will automatically appear in your Planner on that day and vice versa
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Only enter any appointment once in your Planner and it will be stored in the relevant Folder too
- Life is busy enough as it is so when you're living smarter you only do things once and do them well
- Enter an activity, appointment or task, with a date, whether in your Planner or the Folder it belongs in, and have that entry automatically recorded in the other
- Use your Contacts Folder as a mini-CRM and even link to your Communications Folder so that your notes appear in both
- Just add your information once, and it's done!
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Make it 100% yours
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- Create a Folder for anything
- Name Folder Groups whatever you choose and pick your own Folder names
- Pick the fields you want in each Folder and edit their titles with a double click
- Create personalized drop-down options for your Folders
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Color code different categories of activities for your Planner
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Add your industry or business terminology in field and Folder labels just by double clicking
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Customize your Coach questions
- Create your own list of Quotes & Affirmations for display (in addition to the extensive library)
- Change the 'skins' for a different color scheme or theme
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Change you mind (as often as you like!)
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- Add or remove data fields in your Folders
- To add back a field you removed, just tick the box and all the information in that field will display again
- No matter how many times you change things or what you change your information will never be lost
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Change Folder names and field names whenever you like
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Add or remove items from your list setup's
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Change your Coach daily questions
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Modify your Quotes & Affirmations Library
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Access everything directly from BettaPlan
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- Your documents
- Your pictures
- Search the Internet
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Anything can be attached to Item Notes and accessed directly from your Folders
- Search the net (with your chosen search engine) directly from your Home front page
- Access any URL on your computer or the web using your HotLinks favourites list for one click access
- In each country and major region Hotlinks Partners will include some great business' in your area offering products or services that will help you with live smarter
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Your information is secure
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- BettaPlan is installed on your computer
- While you're on-line you can access the web directly but your information is safe and is not stored on-line
- It's your time, your life and your information; your goals, your plans and your thoughts; you're in control.
- You can share with other BettaPlan users on your network, but only with permission being given by you and only the information specifically nominated (only with your own serve click here for more details)
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Set up 'blueprints' for your standard process' with Templates
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- Using BettaPlan Templates, you can set up any process or series of events as a standard 'blueprint'; include task sequencing by day or by date, add documents, forms, links or website to be referred to or completed at each stage and as much or as little detail as you want to
- To re-set dates within a Template simply select a start or end date for the process or event and the template automatically re-calculates specific dates for each task or activity within
- The most effective way of ensuring you and your team are consistently doing things the right way
- Save time, make your life easier, reduce stress
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Work on your own or share with your team
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Share Folders with others who have BettaPlan and still keep the rest of your information completely private and secure (only with your own server click here for more details)
- Work on projects together even when you're all in different places or work at different times
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No more confusion over who is supposed to do what, what is due and when or where the latest version of anything is saved
- Create Templates for processes that are repeated regularly, to ensure the correct steps and documents are always utilized
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Add information in more than one place at the same time with BettaLink
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- Add a document or link to any Folder at the same time
- For example, attach an article on Success to your Research Folder against Items, "Achievement", "Planning", "Goal Setting", "Wealth" and "Business" all at once because the article refers to all these subjects. This way you don't have to store multiple copies of the same document just to make sure you have it in all the places you need it
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HotLinks, your personal favourites list
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Shortcuts to all your favorite documents, pictures or websites
- Save time with one click access to anything on your computer or the web
- Set up as many shortcut links as you like
- Add the documents you use most often and the websites you use everyday to save time
- Based on your country of residence, your Hotlinks will also include our Hotlinks Partners websites; specifically selected business' supporting Smarter Living
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Plan things fast with Quick Scheduler
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Open any Folder in your Planner by clicking on Quick Scheduler to view all your Folder Information by Item with the details and your Planner in front of you at the same time
- View by week, month or year
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Drag and drop items from one day to another to re-schedule
- Clearly see bottle-necks and ensure no double booking or over commitment
- Save time
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One click time and date stamped copy with CC Done
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- Click on CC Done to send a copy of the item your working on to your Professional Journal with time and date stamp
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Track billable hours against specific tasks, include task duration and have time and date of completion auto recorded in your professional Journal
- Charge the right clients for the right work, without having to spend hours putting together invoices
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Stay on top of issues which may have arisen or milestones that have been reached
- Simply click on CC Done and the work is done for you
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Know when to call with World Time
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- Create your own list of locations to display the local time when you click on World Time
- All your selected locations are shown at once on the screen
- Add or remove locations anytime
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No more confusion about when to contact international clients, colleagues or friends
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