How To Schedule Your Customers Using Excel

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PoolServ® Pty Ltd

1:39:13

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1. Introduction.mp4

11:57

2.1 1. Start Up Clients Schedule.xlsx

2.2 2. DAILY SHEETS Start Up.xlsx

2.3 All Regular Customers - Excel Course.xlsx

2. Setting Up Your Main Excel Sheet.mp4

12:00

3. Adding and Moving Customers.mp4

31:19

4. Transfer Customers To Daily Sheet.mp4

12:11

5. Set Up The Following Week Daily Sheets.mp4

09:02

6. Rotating and Shifting Customers on The Main Sheet.mp4

22:44

Description

Learn How To Use Microsoft Excel To Help You Schedule and Organise Your Customers and Clients

What You'll Learn?

Learn How To Use Excel To Schedule Your Customer or Clients
Organise and Arrange Your Customers With Excel
Save Money By Using Excel Instead of a Client Schedule App
Learn To Use MS Excel for Keeps a Save List of Your Customers or Clients

Who is this for?

Anyone in Business Who Wants To Learn How To Use Excel for Organising and Scheduling Their Clients or Customers

What You Need to Know?

No Experience Needed. This Course Teaches What You Need To Know.

More details

Description
Utilise Excel for Customer and Client Scheduling and Organisation
In today's fast-paced business environment, efficient scheduling and organisation of customer and client information is essential for success. This comprehensive online course provides individuals with the necessary skills to leverage Microsoft Excel as a powerful tool for managing and optimising customer and client schedules.

Through practical exercises, step-by-step tutorials, and real-world examples, participants will learn how to effectively utilise Excel's features and functions to streamline their scheduling and organisation processes. The course will cover key topics, including:
Data Entry and Formatting: Learn how to input and format customer and client information, including names, contact details, and appointment preferences, in a structured and organised manner.
Sorting and Filtering: Discover techniques for sorting and filtering data based on specific criteria, enabling quick access to relevant customer and client information.
Conditional Formatting: Explore the power of conditional formatting to visually highlight important dates, deadlines, and priority tasks, ensuring nothing falls through the cracks.
Calendar Integration: Learn how to integrate Excel with other calendaring tools to seamlessly manage appointments, meetings, and reminders.
As part of the course, you will receive the main customer sheet and daily sheet templates in an Excel file. this is in the resources section.
By the end of this course, participants will have the knowledge and skills to effectively schedule and organise customer and client information using Microsoft Excel, leading to increased efficiency, improved customer service, and enhanced productivity. Join us today and unlock the potential of Excel for seamless scheduling and organisation in your business or professional endeavours.
Who this course is for:
Anyone in Business Who Wants To Learn How To Use Excel for Organising and Scheduling Their Clients or Customers

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Before successfully venturing into training and courses full-time, PoolServ was a swimming pool cleaning and maintenance service business based in Western AustraliaPoolServ provided one-off and regular monthly pool cleaning and services of residential swimming pools in Western Australia, as well as green pool recovery treatments, equipment and pipe work repairs and chemicals testing. They also supply and install a wide range of brand-new Chlorinators, Pool Pumps, Sand Filters and Heat Pumps.PoolServ is an Australian registered trademark and prides itself on giving Great Service and Value for Money.The business was developed by Darren Heath, an entrepreneur from the United Kingdom who saw an opportunity in the current market to provide great service and value to the marketplace.He was inspired by the highly successful companies that found success by giving people what they want and from entrepreneurs and motivational speakers like Jim Rohn, Richard Branson, Tony Robbins, Jack Canfield, Ed Mylett and Bedros Keullian.The dream was to create a company and business that would give customers great service and value for money by supplying high-quality service exceeding customers’ expectations and be affordable to people of all means. The vision was to build an excellent reputation so to gain more customers easily and then in the future give others the opportunity to then have the freedom and independence to work for themselves through PoolServ courses and training.PoolServ’s point of difference is the service on a personal level that they give their customers, they get to know their clients and put them first. To the clients, PoolServ is known as local, friendly, knowledgeable, reliable and good value. PoolServ’s good client retention is a result of the consistency of their standard of work and value for money.PoolServ has the ability to adapt to economic changes, so in a downturn or recession, it can provide valuable and cost-effective solutions for the customer.PoolServ’s reason for success is by giving great service, providing value for money and putting the customer first. Due to its rapid success, PoolServ is now at the stages of course creation and training so they can duplicate this excellent business model, service and value to help others learn the trade and start their own business.

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