Billion Dollar Bully: How to get more 5 star Yelp reviews

Are you a small business owner? Then you’re very familiar with Yelp, which is one of the largest review communities for small businesses on the internet.

This article will share the backstory on why businesses are claiming Yelp is basically the digital mafia. We’ll also give you proven tips on how to get lots more 5 star reviews.

One of the most highly anticipated films of 2019 is Billion Dollar Bully, a documentary film about Yelp’s alleged extortion of small business owners.

This topic was so popular, after the trailer was released in March of 2015, Yelp’s stock fell by more than 4%.

Almost 4 years later, the movie was acquired by Virgil Films Entertainment, the same producers that brought us Supersize Me.

As of May 21, 2019, the full-length film is available on iTunes and Amazon Video.


The claims made by hundreds of business owners alleged that Yelp “routinely manipulates reviews by reordering them so negative reviews appear at the top or removing positive mentions if a company doesn’t buy advertising.”

One small business called The Wheelhouse claims that they were hit with a ‘Consumer Alert’ pop up (the equivalent of a Scarlet Letter) on their Yelp page after refusing to buy Yelp ads.

In 2013, the CEO Jeremy Stoppelman claimed on the Charlie Rose Show that Yelp is basically like Wikipedia, where consumers can go to find honest information.

Yelp claims to have an automated system that filters out unfair reviews. A spokesperson for Yelp said:

“Our recommendation software has always been engineered to surface the most useful and reliable reviews, and has been improved over time to be even more effective at sifting fake and biased reviews, and attempts by businesses to game the system.”

These claims ultimately led to an FTC investigation that ultimately didn’t pan out. Yelp routinely points to this as evidence of no wrongdoing on their part, but this is far from reality as Kaylie Milliken, one of the creators of the film, points out:

“That doesn’t necessarily mean a case won’t be reopened eventually. The FTC has a very limited budget and the amount of cases they can bring against a company is small.”

Yelp correspondents also point out that a Harvard study disproves that Yelp was engaging in any form of extortion or manipulation of reviews based on whether a business pays them for advertising or not.


Yelp is still a popular platform, dominated by what is called the ‘Yelp Elite,’ which are consumers that are awarded Elite status for being active review posters on the site.

However, new evidence suggests that The Yelp Elite are becoming obsolete, according to Eater.

In fact, in 2015, South Park parodied the whole situation by having Cartman in a plot line to extort free food from restaurants in exchange for not acting on his threat of leaving a 1 star review.

To add insult to injury, Anthony Bourdain said in 2017 that “There’s really no worse, or lower human being than an Elite Yelper,” declaring them “universally loathed by chefs everywhere.”

Sensing the shifts in the public’s perception of them being a fair platform, Yelp has fought back by buying the domain and redirecting it to a page on their site where they claim that they don’t extort business owners.

They also bought Google Ads searching for Billion Dollar Bully to attempt to direct folks searching for information on the movie to their landing page where they deny any allegation of extortion:

It seems small businesses have a grudge against Yelp because Yelp has leverage over them.

Yelp, in karmic turn, has a grudge against the only platform that has leverage over them, which is of course, the almighty Google.

Yelp has famously had a grudge against Google for a number of years, with the CEO Jeremy Stoppelman on Twitter accusing Google of snatching reviews from their site and using them in ads:

Ultimately this culminated in the European Union fining Google $2.7B (the largest anti-trust fine in history) for unfairly favoring its own services over its competitors. However, this had nothing to do with Yelp specifically, because it was targeted to Google Shopping.

Oracle was another large company that supported this fine, among other tech companies.

In summary, lots of small business owners hate Yelp for having leverage over them and Yelp in turn hates Google for having leverage over it.


What is a small business owner or solo-preneur to do about all of this online infighting?

You are probably concerned about your online reputation (as you should be if you own a small business) so let’s unfurl some of the ways that you can mitigate this alleged extortion and come out on top.

One idea is to take a page out of David Cerretini’s book (owner of Botto Bistro) and simply ask customers to leave 1-star reviews as a publicity stunt.

But for those of us that don’t have nerves of steel to undertake such a bold stunt, let’s discuss more practical strategies…


If you’re a small business owner, you need every trick and edge that you can get.

Your competition is likely using these same tactics to beat you, so why not learn how to dominate your competition online and come out on top?

You’re fighting for survival in an over-saturated market, so you need ways to stand out and online reviews are one big way to do just that.

However, with Yelp’s alleged demands to pay them a monthly fee for ads or risk having your good reviews filtered out, how are you able to manage this?

Several proven tactics are currently being shared within private industry Facebook Groups, small business forums, and the Darknet.

Some of the more promising ones include:

  • Having an internal review system
  • Asking your happy customers to review you (via email and SMS)
  • Marking filtered reviews as Useful
  • Asking customers who submitted a filtered review to add their friends on Yelp

Here they are broken down with instructions:

1. Have an internal review system – Allow unhappy customers to have a chance to review you internally before running to Yelp. Send an email, phone call, or SMS message to ask them about their service after it’s complete

2. Ask your happy customers to review you – Once customers rate their service as great, follow up with an email / SMS asking them to review you on Yelp – and include links to your Yelp page

3. Marking filtered reviews as Useful – Go into your Filtered Reviews and mark them as useful, which will help bump them out of the Filtered section (use a proxy or VPN so you’re not doing this from your own IP address

4. Ask customers who submitted a filtered review to add their friends on Yelp (so their profile gets a greater reputation in Yelp’s eyes and the review becomes unfiltered)

I’m confident that these tips and tricks will help you get more 5 star reviews for your business!

Speaking of having an unfair advantage in your business, PocketSuite can help offload some of the routine tasks you do every day so you can focus on growing your business and getting more positive online reviews.

With PocketSuite you get online booking from Instagram/Facebook, the ability to accept deposits online, scan credit cards in person, online payments, scheduling, remarketing campaigns that you can use to request reviews from existing clients, and a whole host of additional features at your disposal. Try the Premium plan and give yourself a high five when more 5 star reviews start rolling in!

Like this article? You’ll love our guide on how to generate leads for service businesses in 2019, and of course our Frustrations with Square article!

How to become a Licensed Eyelash Technician

Are you a beautician or esthetician solo-preneur who specializes in lashes?

Alternatively, do you own your own salon and employ other beauticians or estheticians?

No matter which one describes you, you’ve probably seen and heard more about lashes and lash extensions lately than ever before.

There’s a good reason for this, as Teen Vogue estimates that lashes and lash extensions are now becoming more popular than mascara (at least in the UK).

That’s right – getting your lashes done is now more popular than makeup. How is this possible?

Well, for one, it makes your clients’ morning routine that much easier. (Phew!)

Getting your lashes done is basically a perm for your eyelashes (hope that helps to paint a picture).

If you’re a beautician and you haven’t been offering this service yet, here’s a complete guide on eyelash extensions (for those that have been living in a cave for the last few years).

In fact, folks have even been inventing some incredibly popular techniques for applying lash extensions at home.

With the meteoric rise of popularity in lashes and lash extensions, it is a great time to cover the basics of why it’s important to get your beautician or esthetician license, as well as the practical real world steps to getting licensed.

After all, any additional services you can offer that increase your income is generally a good thing (especially if you’re building on this growing trend).

Get that stray eyelash out of your eye and say hello to the Disney Princess look, because we’re about to reveal the complete How and Why of becoming a licensed eyelash technician.

After reading this article, you’ll be able to make your clients’ eyelashes more lush and beautiful, all while building your solo-preneur or small beauty business at the same time!


First, we’ll dive into why becoming licensed to perform your lash treatments and lash extension services above-board is essential for your success as an independent business owner.

In fact, we’ll take a review 3 reasons why that is the case:

1. Becoming a professional

2. Avoiding legal action (don’t get sued!)

3. Financial benefits

Let’s take this step by step much like you follow your step-by-step process for lash curling treatments!


First off, getting licensed makes your business appear that much more professional and on-point.

It’s a way to differentiate yourself in a $1.7B market chock-full of eyelash technicians, estheticians, and beauticians all vying for your client’s attention.

In fact, ABC News characterized it as a ‘booming market’ in their article on the topic, which also features clips from Kim Kardashian’s tutorials that have helped to drive demand.

One way to stand out is to feature your license on your Facebook or Instagram page.

You can literally just snap a picture of yourself holding your license and post it.

This helps potential clients (that are inevitably researching you before committing to scheduling a service with you) to trust you.

You could argue this is essential if you’ll be applying a bonding solution to their eyelids or otherwise servicing them with chemicals and/or sharp objects in the vicinity of their face and eyes.

You’ll get more bookings straight from your Instagram (shameless plug: putting your PocketSuite booking button on your Instagram page can help with this as well).


Here’s a recent question posted on Avvo about whether it’s possible to sue a beautician for being unlicensed when they performed a lash extension service.

If you’re operating unlicensed, you are classified as unregulated by the Board of Cosmetology.

This comes with several problems from a legal standpoint, the biggest of which is that you can actually get sued for misrepresentation of your official business status.

Take it from the experts at Lash Affair:

Nearly all states require a lash artist to have a cosmetology or esthetician license in order to apply lash extensions. … Otherwise, artists are not able to have a home salon that is unregulated by the board of cosmetology.

So that’s that. If you’re operating under the table, you’re putting yourself at risk of legal action.

You don’t want a disgruntled client with burned eyelashes or superglue in their eyes to file a suit against you. (I also hope you’re using actual bonding solution for eyelash extensions, not superglue!)


Let’s not forget that becoming a licensed eyelash technician comes with actual financial benefits.

For example, Associated Skin Care Professionals (ASCP for short) is the official industry organization that has thousands of licensed members.

Being a part of this organization will allow you to network with others and exchange valuable business tips, go to conferences, get educated on the latest market trends and techniques, and even get referrals from fellow business owners!

In order to join, however, you must be licensed.

Another prominent organization, The National Association of Lash Artists (commonly known as the NALA Global Directory) can help you find an accredited course to help you on your journey to get licensed. More on this in the next section on How to get licensed.

So now that we’ve covered all of the potential benefits of becoming a licensed eyelash professional, let’s continue to the juicy part – How do you actually do it?


While it’s true that there are varying laws by state regarding becoming a licensed eyelash technician, Chron probably has the best answer I’ve found regarding this:

“In most states, eyelash technicians must be either a medical professional or a licensed barber, cosmetologist or esthetician. … If you do not live in a state that issues a specific eyelash technician license, you’ll have to choose between completing a training program in cosmetology or esthetics.”

So in other words, to become licensed to do eyelash extensions and eyelash treatments, you’ll need to go through the following checklist step by step:

1. Determine the laws of your particular state (assuming you’re within the US) – do you need to become a licensed esthetician, cosmetologist, medical professional, or barber?

2. Take an accredited course and complete the required hours of training in order to graduate and receive a certificate.

3. Go to your state’s Board of Cosmetology (or Esthetics) and take your licensing exam.

Here is a directory of accredited courses from the National Association of Lash Artists (the organization mentioned previously).

There is also continuing education available as well as advanced courses, specifically for experienced eyelash technicians.

You can choose between Classic Courses, Volume Courses, Combo (Classic + Volume), Lash Lift and/or Lash Tint certification courses as well as Extended Learning courses for experienced Eyelash technicians.

For starters, I would go with the Classic courses. If you’re more experienced try one of the other ones to expand your knowledge.

Ultimately, this journey that you’ll be taking to get licensed will result in more money in your pocket, less sweat on your brow, an end to all of the worries about being sued for unlicensed practice and a wealth of connections and partnership opportunities.

Your new life as a licensed eyelash technician awaits. Will you grab it or let it slip away?

Speaking of changing your life, PocketSuite can give your esthetician, beauty, or barber business a whole new look.

Say hello to online booking from your website/Facebook/Instagram, accepting deposits and payments online, scanning credit cards on your phone, scheduling, and a whole lot more. Try the Premium plan and thank me later.

Like this article? You’ll love our guide on how to generate leads for service businesses in 2019, and of course our Frustrations with Square article!

Why you should get your Cosmetology License – Hairdresser

Let’s say you’re a solo-preneur hairdresser out to build your business. You may be asking yourself if you need to get a license.

Or let’s say you own a salon and still haven’t been licensed to do hair in your state.

You may we worried about the risks associated with operating without official state approval.

You may even take pride in operating under the table, believing that your life is easier when you only accept cash, Paypal or Venmo. (or any of the other plethora of money-sending apps).

There are some issues with this, however:

1. Legal risks

2. Hidden expenses

3. Missed “money making” partnerships

If you are licensed and you haven’t realized all of the benefits of being “legit”, we’ll help you connect those dots.

First, we’ll tackle why you should get your cosmetology license as a small business owner that does hair.

Then we’ll discuss the practical steps that you can take to get your license.

But first, we’ll talk about why this is important.

In this article, we’ll absolutely answer that question, so you can rest easy on your silk pillow (so you don’t mess up your beautiful hairdo!)


Globally beauty is a $382 billion a year industry and it keeps growing at an insane rate.

Hairdressers are a huge part of this industry primarily because of how popular these services are.


There are several subcategories of hairdressers – in this article, we’ll make the distinction by breaking up the industry into two main parts – those that do braiding/weaves and those that use chemicals.

The main reason we’re separating folks into these two categories is because those doing hair braiding/weaves typically don’t need a license. On the other hand, those using chemicals (to do perms, for example) have to get a license to operate legally.

If you are doing braiding or weaves, you don’t need a license because there are typically no chemicals used.

On the other hand, if you’re using harsh chemicals (or even some eco-friendly alternatives) to deliver services like coloring, dying, and some forms of curling and straightening, you are most certainly a candidate for getting your cosmetology license and going all the way with your salon services.

Speaking of harsh chemicals, the Women’s Voices Organization created a very useful list of chemicals to avoid when you’re working with clients, as well as chemicals to be wary of.

If I were you, I would pay close attention to this list and try to avoid as much contact with these chemicals as possible!

At the very least, wear eye and mouth protection to limit your exposure when dealing with these harsh substances.

But I digress… let’s discuss the specific reasons why getting your cosmetology license is especially important for hairdressers.

The first is the legal ramifications of not being licensed.


In just one year, the Better Business Bureau received more than 2,400 complaints about hair stylists about everything, “from bad cuts to severe scalp burns.”

Apparently, the possibility of chemical burns is a serious and ever-present threat when subjecting yourself to an unlicensed hairdresser.

Not only that, but under-the-table salons use super-glue instead of proper bonding solution to apply hair extensions, further damaging their clients’ hair and their reputation as well.

Here’s what Anthony Civitano of the Hair Dresser Institute had to say about unlicensed cosmetologists, specifically hairdressers:

“When you get into chemical work, or your working with sheers, sharp instruments around somebody else’s body, it’s really very important that you have the proper training and dexterity.

Unlicensed salons or solo-preneur hairdressers can easily get a $500 citation for operating under the table – how’s that for motivation to get licensed!


If you are unlicensed, you’re missing out on opportunities to work with payment providers that can help you with online booking, accepting credit cards, and paying your salon staff (if you have a salon).

Most payment providers will want to see proof that you are operating with a license, as this protects them from potential chargebacks from unhappy clients with damaged hair who are not happy campers.

You may also be turned away for emergency funding (should your business require it) in the event of a downturn, an economic crash, or another calamity that may leave you penniless and force you to close up shop and run to the safe harbor of a full time day job.

Wouldn’t that be a shame! If you need money for your business and your passion, it’s always good to have options in case you need to use them.

So another reason for getting licensed is that it opens up your business to a whole new world where you can accept credit cards, put an online booking form on your Instagram, and other perks.

Additionally, typical costs of hairstyling services for licensed versus unlicensed pros range from 3-4 times, so you’re leveling your business up to another tier of additional income by getting licensed.


There are many professional organizations, such as the Professional Beauty Association (or PBA for short), that require you to be licensed in order to join. It is an exclusive group that also gives you access to perks and business opportunities.

One of the business opportunities that is very popular at the moment is becoming a hair product reseller.

The way this works is, you receive the product and get a white-labeled, personalized website built for you. All you need to do is find the clients and sell them the products, and you get a generous cut of the profits.

However, being unlicensed prevents you from taking advantage of opportunities like this.

So with no license, there’s less income for your business and less money in your pocket at the end of the day.

When you get your license, you’re opening up your business to new types of clients and diversifying your income (such as being a product reseller) so that you can grow your bottom line and build on your current success.


Finally, we arrive at the practical steps that you can follow to get this accomplished and start to sleep better at night.

The first step would be to check with your state licensing board as every state is different.

Here are the education, exam, and other requirements necessary to get licensed, according to

Required Education

Cosmetology training program at a school or through an apprenticeship.

Exam Requirements

Written tests on theory and procedures, practical demonstrations of skills in eight areas and written tests on state regulations.

Other Requirements

Minimum age requirement, HIV/AIDS training (specifics vary by state).

The next step is to find a cosmetology school that offers programs for hairdressers.

Here are some frequently asked questions that explain how to find a school and goes into detail on the requirements and process for getting licensed.

You can also find more information here on a state-by-state basis.

Once you’ve completed school and graduated (many of these you can do online, although the exam may be in person), you can go to your state licensing website to apply for a license.

Here’s what California’s Board of Barbering and Cosmetology website looks like (you would go here to apply for your license if you lived in California, but like I said it varies by state, so find your state’s website through Google):

In this example, you would click on ‘Breeze’ on the bottom left and then follow the prompts to get your license.

And there you have it – the main reasons you should get your license, as well as how to do it.

I hope this article has clarified why you should get your cosmetology license as a hairdresser.

Now go out there and make the world beautiful, one hairstyle at a time!

If you haven’t already, you can try PocketSuite for free to manage your hairdressing clients, accept deposits and payments online, process credit cards in person using their built in credit card scanner, manage your bookings online and from Instagram & Facebook, sell products, and practically everything else you’d want to do in your business. So you can do your job “making your clients deliriously happy” – worry free! 🙂

Like this article? You’ll love our guide on how to generate leads for service businesses in 2019, and of course our Frustrations with Square article!

How and Why you should get your Massage Therapy License

Calling all unlicensed massage therapists!

Your call to action has finally arrived – in this article we’re going full shiatsu on why it’s critically important to get your massage therapy license if you want to compete in today’s saturated market of 385,000 massage schools and students.

Becoming licensed takes time and effort, so ideally you want to be certain you’re allocating your time and resources to get the best bang for your buck in terms of investing in your massage therapy business and yourself as a business owner.

We’ll discuss what to focus on, provide resources for training and certification, as well as additional resources for your perusing pleasure.

We’ll also cover the basics of why this is important to begin with. After all, if you’re going to invest time and energy in upgrading your business to the next level, it’s important that you’re not running East looking for a sunset!

This article will be your north star in terms of guiding you to licensed salvation.

We’re going to get deep in with our elbows and really unravel this knot of confusion that stresses most unlicensed massage therapists out – getting licensed – how and why?

Self help gurus advocate that the how always follows the why, so let’s take a page out of their personal development book and follow that same rhythm.


According to an IBIS report from 2017, massage therapy is a $16B market.

One of the best ways that you can differentiate yourself from the competition (of which there is plenty) is to become a licensed massage therapist.

The benefits of this are numerous and self-evident, but here they are regardless:


  • Become a Trusted Pro
  • Grow Your Client Base
  • Take Advantage of Special Business Opportunities


In our usual fashion, we’ll be tackling these one by one. Let’s start off with the trust aspect.


If someone wanted to touch your body (roughly), wouldn’t you feel more comfortable knowing that they’ve been trained and certified to perform those actions?

That’s exactly how your clients feel.

You may be acutely aware of all pressure points, danger zones, and warm-up routines that constitute a consistently invigorating massage experience for your clients. (By the way, all puns intended!)

But they don’t know that!

So how are you going to communicate this to them? Just tell them?

You’d be falling into the all-too-common trap of the Self-Serving Bias (also known as the Self Preservation bias – basically it means that folks are more likely to say things that would be beneficial to enhance their own self image).

Instead of being the dime-store huckster who’s constantly selling themselves to everyone, why not prove your worth by putting in the time and effort to earn a certificate which binds a trusted seal of approval to your name and your brand.


We already mentioned that you’d be winning over more clients and leading with a trust symbol that captures their attention and makes them more comfortable with booking a deep tissue with you.

Ideally, you could accomplish this by displaying your license visibly in your place of business and also in your social media. Facebook and Instagram are great platforms to post a picture of yourself holding your license!

Make sure to also include the logo of the accredited state institution from which you hold a license on your website. You could even put it on your PocketSuite booking form to increase trust when folks book you online.

All of these tips will help clients choose you over the competition, which ensures the long term health of your massage therapy business!


There are tertiary benefits to becoming licensed. Not only do you get more opportunities to work with trusted lenders as well as payment processors (that want to see a massage therapist with a license since it mitigates their risk and increases your lifetime value. If you are licensed, you are likely to have less unsatisfied clients who request refunds or dispute their credit card payments to you.)

You’re missing out on some serious networking opportunities by not being part of professional massage therapy organizations as well! A lot of these organizations will only include licensed massage therapists as members. It makes their network appear to be more exclusive and, thus, more valuable to those who want to do business with massage therapists from large brands to consumers looking to book sessions.

Further, these organizations really teach you how to turn your massage therapy business into a full-fledged career. Don’t miss out on this!

One last tip for you on this: if you are planning on hiring other massage therapists, make sure they’re licensed as well to mitigate your own risk.

Okay, now that we’ve chopped and kneaded this issue into submission, let’s move on to the brass tacks of it all. Namely, how to actually get your massage therapy license.


According to AMTA (American Massage Therapy Association) there currently exist in excess of  265+ accredited massage therapy institutions in the United States alone.

Here is an abbreviated 3 step process for getting your massage therapy license that is recommended by the AMTA itself:

  1. Complete a training program at a massage therapy school that will qualify you to practice in your location.
  2. Upon graduation, meet the requirements of your state or municipality (such as obtaining a license or other credential, if you practice in an area where massage therapy is regulated). This will most likely require passing the Massage & Bodywork Licensing Exam (MBLEx).
  3. Find a school or program near you: see a listing of AMTA School members.

You can also find a list of schools by state here.

In simpler terms, you need to go through a training program and then pass the MBLEx!

Click the link above to find an accredited school to get your training program under your belt.

Then, once you’ve graduated from training, go to the Federation of State Massage Therapy Boards (FSMFB) and apply to take the MBLEx.

There is a varied assortment of practice tests available online that you can take before putting up the cash to take the actual MBLEx.

Make sure you practice at least once before diving into the exam as it is known to be challenging!

For example, here’s one of the test prep questions:

Quite a doozy, no doubt – study up!

Make sure you’re prepared. I have faith in you! Thousands of massage therapy pros are killing it on PocketSuite and so can you. You can easily make a $100,000+ a year in income as a licensed massage therapist.

Dealing with messaging, payments, recurring appointments, scheduling, and administrative hassles can become quite a burden as you grow your massage therapy business.

For this reason, I would recommend saving yourself some time and headaches and finding a solution that can take the work out of your massage practice, and enable you to focus on what you’re best at.

Speaking of, once you’re licensed, you should give PocketSuite a shot if you need an app that can run your entire front-end business for you, so you can focus on healing, de-stressing your clients, and running your massage therapy business.

You’ll finally be at peace and can breathe a sigh of relief as your business runs on auto-pilot. Imagine that! Now go make it a reality. You’ve got nothing, but glory ahead. 🙂

Like this article? You’ll love our guide on how to generate leads for service businesses in 2019, and of course our Frustrations with Square article!

How and Why you Should get your Esthetician License

Are you an esthetician-in-training, professional Esthetician solo-preneur, or running your Esthetics small business?

If so, you’ll get invaluable advice in this article about the basics of getting your Esthetician license and ensuring you have all of your professional credentials up to date throughout the life of your skincare business.

No more waxing, exfoliating, or pore cleansing under-the-table.

That’s right, you’re going to signal to the world that you are a pro and take your Esthetics business to the next level!

But before we crack in, we’ll discuss the basics of why you should even bother to get your Esthetician license in the first place. (By the way, all puns are intended.)

This article consists of the following parts:

  1. Why you should get licensed
  2. How to get licensed

First off, let’s discuss why you should get licensed to begin with!

Get your lancet ready because we’re about to poke some holes in the argument that you don’t need your Esthetician license.


This is pretty straightforward. We’ve come up with 4 reasons why you need to get yourself licensed if you are a practicing Esthetician, and outlined them below:

  • Professionalism
  • Gaining Trust (and clients)
  • Training Others
  • Missed Opportunities (Financing, Payment-wise)

Let’s take these one at a time:


First off, being a licensed Esthetician is critical in order to appear more professional and distinguish yourself in the market.

We routinely see Estheticians showcasing their license on their Facebook and Instagram profiles, in order to prove to the world (and to potential customers doing their research before booking with them) that they are a true pro.


It’s not enough that you are marketing your services to clients – once they find you, they also would like to have confidence that you will deliver on your promise, whatever that is.

If folks will be trusting you with lancets and creams around their face, it’s fairly plausible to assume that they will be more comfortable with a high degree of certainty that you know what you are doing. Clients often fear the worst, “what if the chemicals burn my face?; what if I have a bad reaction to the creme?; or is there a chance I pay you and I don’t see any difference on my face?”

For this reason, it’s immensely important to showcase your license to folks in any and every way possible, so that you get a higher conversion rate of folks seeking out your facials and waxes and full body scrubs to people who actually book you.


At PocketSuite, we have an eye on Estheticians who are killing it, and a lot of them actually train other Estheticians once they get their license.

This can be an additional income stream for your business with the added benefit that you don’t have any inventory expenses. What you are delivering is your knowledge and experience to others who are just starting out.

This means your profit margin will be substantially higher when you train others. Time to take some of those extra profits and treat yourself to a pamper session (especially if you already work in a spa or salon!)


Think about all of the missed opportunities that will inevitably pass you by if you aren’t licensed. We’re talking financing, payments, etc.

For example, your business may not be eligible for financing from banks if you aren’t licensed.

Also, you won’t be able to get access to a reputable payment processing platform to accept client credit card payments if you don’t have that license hanging on your wall.

Payment processors do this to ensure that they are not hit with massive disputes chargebacks, for example should your clients pay for a facial and decide they are unsatisfied with the treatment because their unlicensed Esthetician didn’t do the “Swedish facial” the way that they  like it.

Furthermore, the Bureau of Labor Statistics found that the median hourly wage of a skin care specialist is $14.55 as of May 2016 or $30,270 per year in salary.

This is dated info, but it should still motivate you to get licensed for one simple reason…

“The highest paid specialists are those employed in dermatologists’ offices or otherwise working with physicians, making an hourly wage of $19.33”

Source: Chron

Try getting that hourly wage without a license!

So now that we’ve reviewed the key advantages of having an Esthetics license, let’s shuffle on to how you can do this with minimal time and effort on your part.



There are a number of authorities on this.

One community that comes to mind is Associated Skin Care Professionals, or ASCP for short, and they dominate the market in terms of being one of the largest professional organizations for Estheticians.

Their group consists of Professionals, Students, Educators, and Employers.

Navigate to their signup page, enter your email, and get connected with some resources that will launch your Esthetics game into the stratosphere.

What about finding a school? This varies by state, but there are resources out there to help you find one that works for you.

In order to find an Esthetician school in your state, you can go to this page on and click on your State, which will bring up a list of all the accredited schools in your state where you can get certified.

I would also recommend looking into getting certified on a national level, in order to further distinguish yourself and get more professional opportunities. You can do so by checking out the NCEA – according to them, getting the National Esthetician Certification is the highest voluntary credential for Estheticians in the United States.


So now that you’ve gone thru an Esthetician school and received your coursework completion diploma, let’s get you licensed on a State level!

There are 3 parts to getting your State license:

  • Go thru a school or apprenticeship (this part you’ve already completed)
  • Take the licensing exam and pass it
  • Maintain your license

First of all, depending on what state you live in (assuming you’re in the US), you should be able to contact your local state licensing board in order to get licensed.

This process is different in each state, but to get started just go to good ol’ Google and type in:

*your state* esthetician license

From there you should have a link to an official .gov website that is relevant to your specific state, which will have links and information on how to apply for your Esthetician license.

Here’s what Washington State’s licensing website looks like to get your Esthetician license:

First you would click on “Cosmetologist, Barber, Manicurist, Esthetician, Hair Design, or Master Esthetician” (yes, that’s all one category)

Then click on ‘Graduate of a school or apprenticeship’ and complete the prompts that follow.

Remember, this may vary by state so make sure you follow our instructions and figure out how it works in your state.

Once you pass the exam, consult the school of your choice on the best practices for maintaining continuing education, as these requirements vary by state as well.

So, what are you waiting for? Go find a school, take a course, get licensed, and start raking in the extra cash! You might even have enough to get some new facial creams or exfoliating treatments to expand your inventory and offer more options to your clients.

Here are some additional resources for your consideration:

If you’re an Esthetician and you’re looking for a one-app solution to run your business on-the-go, give PocketSuite a shot today. We come recommended by the ASCP!

Like this article? You’ll love our guide on how to generate leads for service businesses in 2019, and of course our Frustrations with Square article!

How and why you should get your Dog Training License

Are you a new dog trainer, dog-trainer in training (with a dog training trainer?) or a solo-preneur dog trainer who already has clients, but wants to take your business to the next level?

In this article, we’ll discuss the top reasons why getting your dog training license may be the best move you’ve ever made for your dog training business.

It can be ruff out there for a new dog trainer, so let’s make it easier for you to grow your base of happy fluffers and satisfied owners, as you construct your dog training empire one hound at a time! (By the way, all puns are intended.)

Take it from us, we’ve seen countless entrepreneurs in the Dog Training field use our platform to make six and, in some cases, 7 figure incomes. I promise we don’t bite!


There is only one major accredited institution that provides certification for professional Dog Trainers.

It’s called CCPDT, short for Certification Counsel for Personal Dog Trainers.

According to Cheryl Aguiar, PhD, owner and founder E-Training for Dogs:

“It is the only professional certifying organization that requires all of its certified members to pass a knowledge assessment that is a validated instrument in addition to proving experience in the field as a trainer or behavior consultant.”

Once you decide to get certified, there are three major options to choose from on the website:

  • Dog Trainer Certification
  • Behavior Consultant Certification
  • Continuing Education

New dog trainers should opt for the basic training, otherwise known as Certified Professional Dog Trainer-Knowledge Assessed (CPDT-KA). This measures ethology, learning theory, dog training technique, and instruction.

It consists of 180 multiple choice questions and you can take the test on-site at one of their locations.

To get this certification, there are some prerequisites:

  • You must have already completed 300 hours of dog training in the last 3 years.
  • You must provide a signed attestation statement from a CCPDT certificant or a veterinarian (basically a form that says you completed the course)
  • You must sign two forms (I’ve linked the PDFs below):
  1. Standards of Practice and Code of Ethics
  2. Least Intrusive, Minimally Aversive (LIMA) Effective Behavior Intervention

After you’ve completed this certification, you can also get the Certified Professional Dog Trainer-Knowledge and Skills Assessed (CPDT-KSA) certification, which involves more testing and even submitting a video of you performing assigned exercises with an actual dog.

More experienced trainers may choose to go with the Certified Behavior Consultant Canine-Knowledge Assessed (CBCC-KA), a step up from the regular certification that includes canine behavior modification training.

The requirements are the same as the CPDT-KA test, except the 300 hours of required dog training experience must include canine behavior consulting (on fear, phobias, compulsive behaviors, anxiety, and aggression).

Okay, now that you have all the info to get your certifications, let’s talk about why they’re important.


There’s a reason that droves of Dog Trainers are applying to get certified and accredited by a professional institution, and it’s not because they have an abundance of time on their hands.

Let’s talk about some of the practical reasons this would benefit your business, as well as possible missed opportunities if you ignore this advice and operate without a license, the top 3 being:

  • Professionalism
  • Missed Opportunities
  • Continuing Education


Demonstrate that you are a true Dog Training professional by getting a license.

When someone entrusts their furry friend to you, they want to know deep down that they can trust you.

As a consumer, they’re faced with a predicament because they don’t actually *know* you.

That being said, having an accreditation that certifies you as a professional Dog Trainer does help immensely to more quickly gain the trust of your prospective clients. It signals that you take this work seriously and will apply best practices when working with their beloved pet.

We routinely see PocketSuite pros taking selfie photos with their license and posting them on social media to demonstrate that they are indeed licensed.

There’s a reason business owners are doing this and it’s not just because they want to grow their Instagram following.

Building trust with the client is a mission-critical step towards gaining a greater share of their wallet.

Here are a few more reasons why getting your Dog Training license is a great idea – there are a number of missed opportunities that will inevitably slip through your fingers if you ignore this massively important step in building your Dog Training business.


If you are operating as an unlicensed dog trainer, you may find that you’re missing out on certain opportunities, such as:

  • Financing – If you need a loan for your business, banks may not feel comfortable providing startup or working capital financing for your business without a professional accreditation.
  • Payment Processing – You may be turned away from certain payment processing companies if you’re not certified (important if you want to be able to accept credit cards, not just cash from clients!).
  • Developing Team/Staff – If you decide to grow and need help, you will need to recruit or partner with other awesome dog “whisperers” like yourself, it may be hardgoing if they see that you aren’t certified. They too understand the value of credentials in building your brand and your business.
  • Acquiring Clients – Circling back to the increased trust that a license provides, (for better or woofs) certain clients may choose to only work with licensed dog trainers in order to make sure their pooch is in the best hands possible.


If being a Dog Trainer or building your Dog Training business is your passion and lifelong career goal, then it’s a safe assumption that you’d like to be among the best Dog Trainers / business owners by delivering a great experience and top value to your clients.

For this reason, it can be helpful to stay on top of the wave of new trends and techniques that are proliferating the Dog Training world in this age of constant communication and interconnectedness.

More than ever, it’s important to distinguish yourself from the competition by providing an edge that other Dog Trainers just don’t have – and Continuing Education can be that edge.

How else will you stay afloat of trends happening in your industry? Youtube?

Continuously renewing your license will help you to differentiate yourself immensely and should not be underestimated as a marketing strategy.

Chron estimates that dog trainers can make upwards of $120 per hour. That’s a pretty penny and well worth the investment in accreditation!

Another tip is to take a dog training class as a student. As the Animal Humane Society points out,

“Visit local dog training classes that use science-based positive reinforcement techniques.  Watch how the trainer in each class teaches and how the dogs respond. If you own a dog, consider enrolling him in the class, even if he has had previous training.  This will allow you the perspective of a student as well as a prospective trainer.”


We consistently hear Dog Training solo-preneurs and small business owners mention that their business needs an all-inclusive system to manage everything – classes, packages, cancellation fees, discounts, sales tax, inventory management, payments, messaging… the list goes on!

If you’re anything like them, you probably also need some help managing your dog training business. The good news is, thousands of Dog Trainers run their business using PocketSuite, and I’m sure you’ll love it as well.

Here are some testimonials from real PocketSuite Dog Trainers:

You’ll be surprised how easy PocketSuite makes it to run your business (which is effectively how you’re spending a major part of your day).

Learn more about how Dog Trainers use PocketSuite to bring their competition to heel.

If you’re already using PocketSuite, check out our support article specifically on how to customize the app for your dog training business. There are some great best practice tips from dog trainers who are making a $100,000+ each year.

Give PocketSuite a shot and you’ll forever transform the way you run your Dog Training business!

Like this article? You’ll love our guide on how to generate leads for service businesses in 2019, and of course our Frustrations with Square article!


Written by Ilya Ornatov

How to Set up Recurring Appointments with Google Calendar

Let’s say you own and operate a small service business and managing clients and appointments with pen and paper is getting daunting.

Or let’s say you’re a solopreneur who’s just now starting their business, and you got your first regular client. Congratulations!

In this article, we’ll discuss the most effective ways of using Google Calendar to manage the clients in your service business.

From there, we’ll list some of the potential drawbacks of using Google Calendar, as well as potential solutions to those drawbacks.

Recurring appointments are the cornerstone of a successful service business. It’s expensive and time-consuming to collect and convert new clients, and a lot more so for recurring appointments. However, the beauty of having a recurring service that you offer is how you can lock in future income and ensure you retain your clients – for as long as humanly possible.

In fact, the majority of your business can eventually come from your recurring clients. Imagine that!

If your advertising stops working as effectively as before, you can actually experiment with other marketing without your income dropping right away.

You can also afford to pay more to acquire new clients, since you know a certain percentage of all new clients will become a recurring client, and the profits generated by them will more than pay for your marketing efforts to generate your one-time clients.

So you’ve got some clients (or at least one) that wants book regular appointments with you, hooray!

But how do you manage them?

Here’s how: Enter Google Calendar.



Let’s open up Google Calendar (available at


Now we’ll double click on the date that we’d like to set up a recurring appointment for – when you do that, a new page will open up:


Here we’ll add a title and choose the date of the first appointment (even if it was in the past):


Here we’ll choose our desired frequency (is the appointment every week? Every two weeks? Or Custom?) Select it here:


If you select Custom, you can choose which days of the week you want it to repeat on,  choose to repeat every X amount of weeks, or create an End time (either based on a date or after X amount of occurrences – hopefully you don’t have this if your clients want recurring service forever!)

EXAMPLE: I’ve created a Service Appointment with Elon Musk, founder of Space X. As you can see from the Frequency field, I’ll be meeting with him every two weeks on Tuesdays. I’ve selected the Space X headquarters in the Location field as well. Because, who wouldn’t?! 😉


The next step is where Google Calendar does its magic. In Step 6, we add Elon’s email in the ‘Guests’ field. This way, he will be notified via email with Google Calendar, and will have the option to accept or reject the appointment.

We can also select ‘Modify Event’ if we’d like Elon to be able to modify the event date and time. Considering his busy schedule, we’ll go ahead and select that since we’d like to be as accommodating as possible. Becuase, c’mon, it’s Elon Musk!!!


Now in the last step, we’ll hit Save. This will do two things:

1.Send an email to Elon asking him to confirm his appointment. If he selects that he will be attending (pretty pleeeeasseee!), it will automatically add it to his Google calendar. The email also contains an .ICS file in case he’s using a different calendar system. The ICS file is something he can open, which will automatically add the event to whatever is the default calendar on his computer or phone.

2.Send an email to you and put it onto your calendar.

And that’s it! Seven easy steps to getting recurring appointments started on Google Calendar.

Now we’ll look at some of the drawbacks of using Google Calendar, and how there may be a better solution out there:


By using Google Calendar to track your recurring service appointments for your business, you may be unwittingly missing out on some of the following:

1.You’re sending invites out over email – remember, the average open rate of emails has gone from 90% 10 years ago to between 15-20% today. So basically that means that only 20% of your clients (at most) will likely open your confirmation email. Yikes!

2.You can’t collect deposits using Google Calendar. This is a biggie for service businesses because when you collect a deposit in conjunction with setting an appointment, you’re getting all of the following benefits:

  • With a deposit, clients take your appointment more seriously and are way more likely to show up / be there.
  • You can charge a cancellation fee to your clients, making sure that you’re not wasting your time and/or your gas to get to the appointment. If the no show-rate of your industry is 20% for example, collecting a deposit and enforcing a cancellation fee can conceivably bring it down as low as 1-5%.
  • You don’t miss out on the potential other clients you could have booked in place of those cancellations, so your revenue doesn’t dwindle.

3.You can’t put a credit card on file for the client with Google Calendar- this makes it much more difficult to keep track of which clients have which payment methods (if you’re storing that information) or even worse – having to ask for the client’s card every time can be a time-waster for both parties and make you to look unprofessional.

4.If you have team members, your Google Calendar starts to look very busy and disorganized – it could give you a headache! Just think about all of those different colors swirling around – ugh!

What solution do we propose? Why, a simple app called PocketSuite does the trick everytime, specifically for service pros!


Just look at how PocketSuite handles all of these sticky points:

1.PocketSuite sends out invites over text message – SMS open rates are still a staggering 98% as compared to 20% and below for email – so you can be confident that your message is getting through to your clients, which helps to decrease no-shows.

2.With PocketSuite, you can automatically collect deposits from your clients – this makes it so:

  • Your clients actually show up.
  • You can charge a cancellation fee if necessary, which encourages them to show up even more. (Remember, cancellations and reschedules can eat up your revenue like crazy! Also, you’re not wasting your time or gas.)
  • You’re not missing out on the potential income that could have been generated by another, more serious client, instead of an empty cancellation.

3.With PocketSuite you can put a credit card on file for each client, which is amazing because it frees you up to actually deliver your service and the app handles the payment collection and secure payment method storage headaches.

4.If you have team members, PocketSuite makes it super easy to manage all of their individual calendars – you can still create a meta view if needed (so you can see all of their calendars at once), but as your team grows it makes it way easier to manage 3 or 4 separate calendars for each of your teammates instead of one giant one with everything on it. So basically you’re not limited by Google Calendar and you automatically will have access to calendars with separate views for each team member, including yours.

The best part is, PocketSuite is mobile-first, which means there’s no need to boot up your PC or crack open your laptop every time some scheduling change needs to be made.

Check out PocketSuite if you’re looking to make your life easier and join tens of thousands of businesses as you start running your business over text!

Like this article? You’ll love our guide on how to generate leads for service businesses in 2019, and of course our Frustrations with Square article!

How to Track your Classes with Excel

Are you running a business that has classes and need a simple way to track them?

In this article you’ll find free templates that our Pros use to track their Classes, as well as their Clients, Services, and Packages as well.

Perhaps you’re a Yoga trainer, Fitness Trainer, Pilates Instructor, or any other business that has group classes?

If so you’re probably in need of a way to manage and store that data when you onboard new clients and register them for classes and private lessons.

The thing is – without a class management tool your business is dangerously balancing on a tightrope while juggling multiple balls in the air. If you lose your balance for even a second, you risk dropping balls (and there’s no safety net in business!)

So in order to avoid losing valued clients and also to alleviate the stress of having to manage everything manually, we’re going to share tips on how to manage your classes using good ole Excel spreadsheets.

The great thing about spreadsheets is that they allow you to input all of your client information and keep it in one place. Gone are the days of using email messages and having to scroll past the heap of messages from your family and friends in order to find your clients’ messages.

Gone also are the days of using Notepad or Notes on your iPhone or Android to have a list of clients, their contact info, and class times. Sure, you could do this in a notepad or daily appointment book, but how easily will this get disorganized without having any endless columns to input lots of great details about your clients preferred workout playlist, stretch position, and aching muscle? Just thinking about all of that critical information gives me a migraine…


First, let’s discuss how business owners typically organize their client list pre-excel.

Namely, the fact that there’s an absence of any reliable system that does this for the business owner.

Unfortunately, most business owners nowadays are simply keeping track of everything in Notepad or in their head.

In terms of committing everything to memory, check out what David Allen says in Getting Things Done:

“Your head is a lousy office!”

Or check out my favorite quote by him:

“Your mind is for having ideas, not holding them.”

What does this remind you of? That’s right – your business in its current, disorganized state. Let’s change that by putting everything into a new Excel sheet, freeing your mind to think of something more productive than your client Karen’s preferences.

So what’s the first step? Of course, let’s get your first excel sheet set up.


The first step is to set up your new sheet.

Excel is linear, so you will be setting up 1 class per sheet with the client’s names and date of the class on that sheet.

For each new class you create, you need to create a new excel sheet. I would keep them in the same spreadsheet, and navigate by going to the bottom and selecting the different Sheet tabs.

Ideally the column names you would have are Class Name, Class Date, Attendants, and any other information you can think of to add that would be useful to track for your classes.

If you’d like your very own version of this just like above, simply click on the link below and then click File-> Make a Copy once the sheet comes up:

Class List:

In addition, here are 3 other sheets to track your Services, Packages, and Clients:

(Remember to click File-> Make a copy)

Services List:

Packages List:

Client List:


Now you have to keep your sheet(s) updated.

The issue with this is the same as mentioned before – it’s cumbersome and takes a lot of manual effort to manage.

Not only that, but the biggest thing is that your Excel spreadsheet is not visible to your clients (at least they won’t be turned off by all of the data!)


Having sheets for each class is useful because you can take attendance and mark folks that don’t show up as absent.

The issue is keeping track of all of this manually. What if there’s a cancellation? You need to look at your waitlist (another sheet that you should probably create) and contact everyone on the waitlist, seeing if they can take the spot of the attendee that’s canceled.

You also need to secure the payment information from new clients. Can you see how this becomes super cumbersome and not at all fun? (like running your classes should be)

Well, there’s a solution to all of your spreadsheet tracking woes.

In fact, it’s easier than you might think to keep track of your classes without having to do everything manually in a spreadsheet.

The solution I’m referencing? PocketSuite, of course!

Here’s how it works:

With PocketSuite it works like a database  – if you’re looking for a specific client, you can just search for them (irrespective of what sheet you’re on) and PocketSuite calls up what you need –  you can even search by date, client name, location of class, etc.

There is a lot of flexibility in how you can look for something in PocketSuite, but that’s not all.

By far the biggest benefit of using PocketSuite over Excel spreadsheets to track your classes is that your classes are finally visible to your clients. What do I mean by that?

Right now, you have to: 1) Talk to your clients, 2) Send them paperwork, and 3) Follow up with them 5-6 times to get them enrolled in your classes.

With PocketSuite they can just self-book right into your schedule when you publish classes online – imagine that!

Not only that, but once your clients are booked, you don’t want to spend the first 20 minutes of your class taking attendance.

PocketSuite helps out here as well – it has a roster built-in, so you can check all of your clients in by just swiping on their name in the app. Alternatively your clients can auto check in automatically with the arrival and checkout alert feature. (Neat, huh?)

There’s also the super-useful waitlist feature – if your class is full, PocketSuite will add your clients to a waitlist, and check this out: if there’s a cancellation PocketSuite will auto add your clients from the waitlist to the class, notify them that they are now registered, and process their payment for the class. The great thing here is that they already have their payment info in the PocketSuite system so you don’t have to get it again.

It’s time to dump the spreadsheets and finally try something that will handle all of that manual work for you. Especially, if you’re the kind of Pro that’s always on-the-go, you can’t keep opening your laptop or booting up your PC every time you get a text message from a customer – now with PocketSuite you can handle all of that with one app. (Did I mention PocketSuite also has Client Messaging features? Now everything actually is in one app, period).

A bonus to using PocketSuite for all of your class scheduling and management is that you also get payment processing (accept credit cards from your customers), business messaging, and so much more.

Try PocketSuite for free today, and I promise it will alleviate 90%+ of the stress of running a service business with group classes. Now you can let the app do the work while you focus on building your class schedule, recruiting new clients for your classes, or building out the flow of your class program to deliver even more value and results for your clients.

Sounds like a win-win to me!

Here are those free templates again. Simply click on the link below and then click File-> Make a Copy once the sheet comes up:

Class List:

Here are 3 other sheets to track your Services, Packages, and Clients:

(Remember to click File-> Make a copy)

Services List:

Packages List:

Client List:

Download PocketSuite today for free and get started transforming the way you do business forever.

Like this article? You’ll love our guide on how to generate leads for service businesses in 2019, and of course our Frustrations with Square article!

How to Track your Clients with Excel

Do you own and operate a service business and need an easy way to track your clients?

In this article you’ll find free templates that our Pros use to track their Clients, as well as their Classes, Services, and Packages as well.

Maybe you’re an Esthetician, Dog walker, House cleaner, Handyman, or any other business that has clients?

Maybe you’re a solopreneur that’s just getting started and building your client base.

Or maybe you’re an established owner / operator and looking to organize the mess that your client records have become (in lieu of having a system for organizing your clients – it can get hairy!)

Either way, without a client organization system, your business is vulnerable.

For example:

  • You don’t have a reliable way to pull up client information (like if you need to make changes to your clients’ preferences, look up their contact info, or put notes into their file)
  • You can’t easily access and update their payment information (in order to collect payment you have to regularly charge your clients – you’re not a debt collector!). Or at the very least, be able to see a record of their payments if you’re still in the stone age using cash and not cards.
  • Lastly, don’t forget that what doesn’t get measured, doesn’t get managed (that’s a Peter Drucker quote). So in order to keep an eye on the health of your business, you need records of all of your sales and new customers in order to have a birds eye view of how your biz is doing.

So given all of these business needs, in this article we will be discussing how to track your clients using Excel (or Google Sheets!)

I know you’ve been doing everything manually up until now, so let’s not continue to operate in this disorganized, haphazard way.

Not having a plan is no plan!

Let’s get you started using Excel or Google Sheets to get your business organized and create a system for you to use from now on.

Trust me, you’ll breathe a sigh of relief once everything is in one place. Not only that, but then that third glass of wine you have tonight will be justified! 😉

Bonus: Stick around until later in this article to get your very own PocketSuite Client List Excel document for free!


In order to properly set up your sheet, you need column names for each of the categories of data that you’ll be tracking about your clients.

It’s important to have a place for each vital piece of information that helps you track your clients individually as well as your business as a whole.

So in its most basic form, your new client tracking system is basically just a bunch of columns with different data points, and rows for each client.

Here’s what that looks like:

If you’d like your very own version of this just like above, simply click on the link below and then click File-> Make a Copy once the sheet comes up:

Client List:

Notice the column headers – we have Name, Phone, Email, Street, Unit #, City, State, Zip code, Company, Lead Source, Notes, Pro

Your spreadsheet should have all of these fields, as they are all important to track.

In particular take a look at Lead Source, Notes, and Pro.

In addition, here are 3 other sheets to track your Services, Packages, and Classes:

(Remember to click File-> Make a copy)

Services List:

Packages List:

Class List:


Lead source is super important in order to be able to track where your clients are coming from. Do this to determine which of your advertising sources are most effective.

You can even go a step further and cross reference this data (once you have a large enough sample) with how much you’re paying for different advertising sources – you may find out that you’re under-paying for over-performing ads and vice-versa.

Imagine being able to make decisions about where to allocate your advertising or marketing dollars based on sound data like you would have if you implemented this system.

The Pro field may not apply to you if you are still in the process of building up your team – if you have a team already, it can be very helpful to have this information to track which team member you’re assigning each client to.



You may find that this simple sheet is not enough for you.

In fact, the more advanced spreadsheet jockeys reading this may want to take it a step further and create a pivot table – automate the contact list, use concatenate, and build a formula to automate everything.

Now, if I lost you at ‘pivot table,’ hang on because I have an easier way for you to do all of this.

Did you know that PocketSuite allows you to manage all of your contacts in the exact same way as an excel spreadsheet, but without all the manual work?

Here’s how you get the benefit of automating your client list without knowing how to do stuff in Excel:

In your PocketSuite app, go to Data Import -> CSV – it will send you an excel file (or just grab it from this article! It’s the same file) then once you’re done filling it out, email it to us at and we’ll import it for you. Takes us a few minutes and presto! Give us 24 hours, though, because we sometimes have to clean and dedupe your beautiful client file. ;0

So the 3 steps are:

1.Download the Excel sheet using the link above or right here (don’t forget to click File -> Make a Copy)

2.Fill it out

3.Send it back to us ->

..That’s it!

Now all of your contacts are organized in PocketSuite. No more manually updating payment information, keeping track of charges or payments, or updating contact information.

If you’re an on-the-go Pro, this is especially valuable since you’re not usually by your computer or laptop. Just pull out your phone, open the PocketSuite app, and you have all of your client data easily accessible with just a couple taps.

The second reason an excel sheet may not be the best solution for you is because you have to update it manually. Imagine every time something changes in your business, having to go and open an Excel sheet. Yuck!

Additionally, it’s difficult to add notes to your client file if you don’t have your computer handy.

Like we discussed before, it’s important to have records on how much business you’re doing with your clients, and Excel could do it, but realistically you don’t want to sit there and try to add up payments for each client every day.

Also, Excel doesn’t have a record of your messaging with your clients – you would have to literally copy paste those out of your phone into Excel or Google Sheets. Well, if you’re going to be on your phone primarily anyway, wouldn’t it make sense to just have all of your client messages already stored in the same app?

That’s where PocketSuite comes in to save the day. Have all of your client data, messages, payment history, appointments and services, and financial information, all in one place. Finally!

Here’s that link again for the Client List spreadsheet. Click on the link below and then click File-> Make a Copy once the sheet comes up:

Client List:

Here are 3 other sheets to track your Services, Packages, and Classes:

(Remember to click File-> Make a copy)

Services List:

Packages List:

Class List:

Here is more info on importing your clients into PocketSuite.

Download PocketSuite for free today and follow the 3 simple steps above to upload your client list. Once you’re done, kick back, relax, and enjoy that third glass of wine. You deserve it!


Like this article? You’ll love our guide on how to generate leads for service businesses in 2019, and of course our Frustrations with Square article!