Everything you need to make the most of your time with less stress and more success

• Decide how to structure the different areas of your life, eg. Do you want to keep Fitness Information together with Health and Beauty or in it's own Folder?
• Use your Folders to create a customized mini-database for all areas of your life, project, subject or issue you want to manage
• You choose the fields and their labels, how much or little information you want to store and whether you link things or not
• Create business, industry or project specific terminology to suit; make them different for every Folder!
• With three options for assigning a date to any one item in a Folder, you can schedule things to a tee (or don't add a date at all!). Set a date for the prep or activity, add the due date and set an Alert date, all in one entry
• Add all your 'notes to self' or reminders stuck around your desk on post-its to your To-Do-List Folder and have them display on your Home Tab until you tick them off the list

• Create a color coded Category list e.g. Business, Fitness, Friends, Beauty
• Add the 'Category' field to any Folder and when you add a new Item select from your list in drop down format to assign a category 
• When the Item is displayed in your Planner it's color coded so you get an instant visual snap-shot of every day
• Assign dates to Items so that whatever needs to be done shows up in your planner and can't be 'missed', deadlines are all clear and you're well prepared 
• Workouts, meetings, salon appointments, lunches, birthdays, the plumber, car services, dentists visits, your mother-in-laws trip to stay, the kids school holidays, pet health check's and even 'me-time'; anything and everything, all in the same place
• Using the Quick Scheduler, open any Folder and see all your items as well as your Planner, instantly see where you have time and space available to deal with issues and schedule them right then and there avoiding clashes and confusion

• Create a Folder for the specific Goal you have in mind, or set it up as an Objective in another Folder
• Change field names so the terminology is specific to your Goal
• Decide on a Plan to achieve your Goal and list every step in your Folder attaching documents, links or pictures at every stage so you have as little or as much detail as you like
• Use the date options to insert steps or activities into your planner 
• Tick things off your list as you achieve them by marking them complete 
• Set Alerts for key milestones due dates
• Record your progress in your Journal

• Take 10 -15 minutes every day to write down your thoughts in your Journal
• Make a note of what went well or didn't, what you did, what made you happy, things you observed. It really helps to clear your mind and gives you something to look back on to see where you were

• Stay on top of your teams progress on any projects or action items by setting up specific Shared Folders 
• Create customized drop down lists for categories, activities and status levels, so you can use business, industry or project specific terminology
• Assign work to specific individuals, set due dates, reminders, add documents and schedule tasks and objectives, even track status
• Log in and review from anywhere, anytime, and always know exactly what stage the project is at and where the issues lie
• Your team will all know exactly who is responsible for what and when its got to be done
• Less stress and more success for you and your team
• View team members availability by enabling sharing Planners

(Only if you have your own server, click here for more information)

• Use your Professional Journal to make sure you're billing the right client or cost center for the right work
• Record issues as they come up or are resolved
• Make a notes of key project milestones as they are achieved
• Stay on top of daily achievements 
• Do all this with the one-click CC Done option on every Item Note and send a copy of all the information in the note to your Professional Journal to be time & date stamped and saved for review

• Use your Contacts Folder and your Communications Folder to set up a customized mini-CRM for professional and personal contacts
• Build and maintain better relationships
• Choose your own custom fields and call them whatever you like to include your business, industry or personally preferred terminology
• Keep a client contact history that suits you; notes on anything and everything, attachments, copies of all correspondence, their birthday details or client type
• Have all this information available in both Folders, so there's no double entry
• Share your CRM with your team (if you have your own server, click here for more details) so that everyone has access to the latest information at any time regardless of whether or not the key contact is available

• By setting up your daily Coach questions around your goals and priorities (and changing them as these change) you keep yourself motivated and focused on achieving the things you've decided to pursue
• Stay inspired too by adding some of your favorite quotes or affirmations to the existing library for an extra boost

• Add a link to anything on your computer or the web in your Item Notes and access it directly from within BettaPlan 
• Use your HotLinks favorites to set links to the documents and sites you use most often
• No more searching for files or documents on your computer or forgetting which specific link you meant when you refer to a website or page
• Save time and reduce frustration