How to Bootstrap your Private Practice

 Private Practice, Practice Management, Bootstrapping

What you really need to get set up and seeing those clients


When you’re just starting out (or starting to get serious about your business) it can be confusing to know what exactly to implement to get your business looking and operating like a genuine business. Depending on your circumstances, you might even have a limited budget and want to stretch your pennies as far as they will go.

There are a lot of companies vying for your attention to sign up to their systems, processes, products and services. Some of them can be really tempting (and really expensive), especially if they are promising to take away the confusion of launching your business. So, I wanted to write a quick post about what you need to be perceived as the incredible and expert allied health professional that you are.


When you operate a business, you get paid (YAY!), and it’s important to know where that money comes from and where its going. Employing a basic accounting system will help you navigate those first years of serious business.

Bootstrap your accounting by using a free or low-cost accounting system like WAVE. You can track your income and expenses, be ready for tax time and gather some good insights into your business using their reporting functions. WAVE also offers Invoicing as well, BONUS!


When you’re starting out, you can set up a free Gmail email that resembles your business name such as As soon as you can afford the hosting fee or Google $5/month fee, get your own business domain so your email becomes


You will already know that I LOVE practice management systems, and my brain is screaming to me to write here “Get a practice management system”, but the reality is, they cost money (the good ones anyway), and right now, we’re bootstrapping, so I am going to suggest a very simple and FREE option: Acuity Scheduling.

With Acuity, you can offer different appointment types, offer online bookings and its all electronic. You can sync it up to the calendar on your phone as well.

** My brain is still screaming, so I want to put a note in. When you start progressing towards being able to afford $50 a month, invest in a Practice Management System (a good one, like Cliniko). A good system can do more than a calendar/ scheduler will ever be able to do.


I use Zoom for all my calls (most all people I know that operate online do). Its free and easy to use and it also allows for you to record sessions to send to your clients later (or store on file).


As a society, we spend a lot of time on Social Media. Having a digital footprint as a modern-day business is important. Your potential clients want everything about you before they contact you, its that ‘Know, Like, Trust’ factor.

Facebook pages are free to create and can be done in an hour. Connect your booking system to it and you’ve established your business’ digital existence.


We all know we should be sending useful, insightful and entertaining newsletters to our clients. Mailchimp is a free platform that allows you to create newsletters and set up automation, all quite easily.


Congratulations! You are now ready to burst into the world of operating your own private practice. If you’re overwhelmed, or still not sure of what you need to get your business operating smoothly, reach out! We’d love to help.

Spring Clean Your Clinic


Spring is here, and it’s both my favourite and hardest season to get through. Why? Well I adore the weather, but I have allergies to pollen so… you get the idea.

The colder months can be hard for clinics to navigate. Often clientele goes into hibernation, appointment numbers are down and morale can dip. But with the warmth comes new promise and an opportunity to dust away any cobwebs and get the clinic ready for the warm weather and swarm of clients.

Whilst everyone is getting back into the swing of singlets and integrating back into society, there are a couple of things you can focus on to be ready for when those clients walk through your door again.

Set some Key Performance Indicators (KPIs) for your Clinic

Yuck! how corporate does that sound? I admit, it’s not the most joyful thing to work on, but setting up some targets and expectations for how your Clinic should be performing can give you and your team (if you have one) something to actually work towards.

  • Do you want to see 25 new clients a month?
  • Do you want to increase your revenue by 10% month on month?
  • Do you want to reduce the Did Not Arrives (DNAs) and Cancellation rates?

Put some numbers on paper, on a vision board or in a suave program like Cliniq Apps and start tracking it! Use the trends to focus your marketing efforts.

Take Stock of the Admin you’re wasting your time on

Just like stocktake for products, you should also take time to do a stocktake on your efforts. If you’re spending 30 minutes a day raising invoices, and that makes you unhappy, make a note to outsource it to someone.

If you’re constantly returning phone calls because you can’t answer them during client sessions and that drives you bananas because most times, you find out you’ve lost money, then outsource it.

Yes, you could think of it as a cost, but let’s think about the future, and growth and what you can do today to invest in your own happiness and the smooth operation of your clinic.

Review your subscriptions – cancel most of them

A $5 per month subscription here and a $9.99 subscription to that other program can eat away at your profits. I liken these subscriptions to the lucrative deals gyms make. You go in there with the best intentions of making improvements and changes, but you end up living life and soon its 2 years later and you’re scratching your head wondering what is this subscription to ClinicABCs that keeps taking $12.99 from your account every month.

Make your life easier

For the clinics out there still managing their business on paper, I both shake my head and applaud you. You’ve got grit to stick in there and do the work (applauds), but you’re missing out on so many opportunities to make your life easier and spend more time doing what you want to do.

Systems don’t take away your freedom, they help to keep you and your clinic on track. Yes, systems sound scary and they certainly don’t sound like fun BUT getting paid, reducing time on managing your diary and getting beautiful reports that show you how much money you are making IS fun, so take the time to look at your options.

If you’re already using a Practice Management system review the setup.

  • Are your templates still current?
  • Is your team accurately reflecting the times they are available?
  • Is your invoicing up to date?

Don’t make spring cleaning just about the boring stuff like sweeping cobwebs, get creative, get brave and get ready for that client stream.


Why a Virtual Receptionist is Good for Your Chiropractic clinic


Chiropractic clinics are busy places. The average chiropractor sees on average 70 patients per week, which likely results in a high inbound call volume. Clinics that are large enough often employ a Receptionist to manage their reception, which attracts a large annual liability in their salary, but enables their reception to run more efficiently. But what about those clinics that cannot justify a Receptionist’s full-time salary? Or those savvy clinicians who want to make the best use of their hard-earned profits? Engaging a Virtual Receptionist is the answer.

A Virtual Receptionist is an exciting and no-brainer option for many clinicians running busy clinics. I’ve listed three main reasons why a Virtual Receptionist is good for your clinic.


How many appointments do you need to make to cover the salary of a full-time Receptionist? According to the average Medical/ Health Receptionist annual salary is $50,192. Based on average Chiropractic service fees, that is 669 new patients or 947 follow-up appointments. A GOOD Virtual Receptionist that has medical and health administration experience can cost as little as $97 per week (Just 1.5 new clients per week!!).

BONUS: Your Virtual Receptionist doesn’t take holidays and thus you’ve always got support.



Have you ever been to the Doctors surgery where the Receptionist is trying to handle a client at the front-desk, and the phone lines are ringing hot? The best the Receptionist can do is answer the call with a polite ‘Do you mind holding, please?’. This isn’t the first impression you want of your clinic.  You want your calls answered in a timely manner, and you want a friendly and professional voice on the end of the line for your clients to talk to.

When engaging a Virtual Receptionist, you generally engage a small team. The benefit of this is multiple inbound calls will always be answered, no matter how busy you get.



Virtual Reception businesses use Systems and Procedures to track the call activity for the businesses they serve. This can be a great benefit to the client, as they can get information that a front-desk receptionist may not be able to collate as efficiently – such as Calls Volumes, reasons people call, cancellation and recall rates etc. This data can help you navigate the peaks and troughs of your business, and help you plan your marketing initiatives.


I’m curious, have you considered Virtual Reception before? Do you think it would help your business?

5 Things to do in the Next Hour to Keep Your Customers Smiling

 Virtual Reception, Allied Health, Wellness, Virtual Assistant

Choice Australia recently published a study on Businesses that are hard to contact. They found that customer dissatisfaction rates rose when their calls went unanswered and their calls and emails weren’t returned.

As a small business, marketing for your business is sometimes not all that affordable, so when you manage to attract a client, you want to put your best foot forward and make them fall in love with your business. Let's explore 5 effortless ideas to not only make your business easy to contact, but to make sure your customers feel good about their interaction with your business as well (and you can implement these ideas in under an hour!)

1. Make sure every call is answered

As a small business owner, you may be acting as the Receptionist as well. Whilst in your start-up phase, it might not be such a terrible thing, but as your business gets busier, it is likely you’ll be missing more calls (and losing more business). Every missed call is a lost opportunity, so at the very least you need to make sure your calls are returned in a very efficient time-frame. This can be troublesome if you run a clinic and you’re always in consultations, so an easy and cost-effective option is to engage a Virtual Receptionist.

Your Virtual Receptionist is the voice of your business and answers every call, makes bookings, manages your diary, takes messages, rebooks cancellations and provides a positive experience for your customer. Check out Pro-Assists Virtual Reception Packages.

2. Have amazing form

Embedding a contact form onto your website is one thing, but to give your customers an amazing experience, there are some small initiatives you can take to take it up a notch.

  • When your customer submits the contact form, display a message acknowledging their contact. Give them a timeframe they can expect to hear back from you.
  • Remind your customer of the other forms of contact available. Giving them options helps if they are feeling a little lost.
  • This should go unsaid but actually RESPOND in the time frame you promised (or quicker).

3. Don’t play Hide and Go Seek

Games are for kids, so don’t be like those big businesses that make it impossible to find their contact number. Embrace your customers contacting you in their preferred fashion, and publish your contact details loud and proud. Remember, after you’ve hired your Virtual Receptionist, you’ll be able to take all those calls, so go ahead, PUBLISH THAT NUMBER!

4. Get Chatty

More and more people are preferring to contact businesses through instant chat. Keep these customers happy by installing a Website Chat app (We recommend Smartsupp) and promote Facebook Messenger on your Business Facebook Page.

5. Automate your booking process

Consider offering Online Bookings. It is a convenient way for your customers to make time with you. General programs like Acuity Scheduling are perfect for Coaches and more studio/clinic specific programs like Cliniko and Mindbody Online are perfect in supporting online bookings.

That’s it! 5 very easy things you can implement in under an hour to make your business the most contactable and pleasant business to deal with.



4 Facts About Virtual Clinics That Will Annoy Your Competitors

virtual clinic

Running a small wellness business on your own is tough work, and it can seem impossible to ever compete with those super clinics with a never-ending stream of clients, a fancy receptionist, and big budgets, right? In this post, I’m going to show you how you can annoy your competitors by transforming your business into a Virtual Clinic.

Let's get started.

FACT ONE: A Virtual Clinic reduces your overheads

So your competitor has that fancy receptionist, great! And for $42,000 per year the receptionist usually answer the phones, arranges the appointments and keeps the clinic in order; but here’s where your competitor will get annoyed. With a Virtual Clinic, you get the exact same service but you only pay for the time your Receptionist actually works for you. If there are only 10 calls answered this week, that’s all you pay for. There’s no leave entitlements, equipment or standby time you have to pay for.

FACT TWO: Virtual Clinic Receptionists don’t go on holidays

How annoyed would your competitor be to hear that not only do you not pay leave entitlements, but you are never (ever) left without reception coverage? Sick days? Not a problem for you. A patient calls after hours? Your personalised Voicemail system takes your patient’s message and delivers it to your receptionist to take care of.  

FACT THREE: A Virtual Clinic allows you to step away from the front-end of your business

Considering small wellness businesses just like you that have to manage every aspect of their business, transforming your wellness business into a Virtual Clinic means everyday admin tasks are either done automatically or carried out by your Virtual Clinic Receptionist. Appointment reminders are sent on your behalf, monthly newsletters are prepared and sent, emails are read, responded to and filed and phones are answered. Any admin task you dread is done in the background for you.

FACT FOUR: A Virtual Clinic is flexible and without boundaries.

Operating a virtual clinic opens avenues to grow your business and increase your profits. Unlike your competitors that need to offer extended hours and see bulk people to turn a profit, you can offer services online, such as Group Facebook Challenges, Skype Consultations, selling e-books and products online and even allowing your patients to book their appointment online.  

A Virtual Clinic is the best of both worlds

So there you go, 4 brilliant facts about Virtual Clinics that will annoy your competitors and put your wellness business worlds in-front. I am running a Webinar on January 17, 2017 about how to transform your wellness business into a virtual clinic, I’d love to see you there. Follow this link to register:

3 Admin Tips to transform your working week

Admin is one of those things that, as business owners, we’ve come to accept is an unavoidable part of our business journey. Many clients and fellow business owners often say they are setting aside the day to do admin, or they need a Virtual Assistant to keep on top of things. Whilst a Virtual Assistant is a great option, you can certainly make yourself more productive and save yourself hours each week with these three simple admin tips.

1. Simply, get structured.

Hands up if your electronic filing system is either your Computer Desktop or local computer drive? Keep your hands up if you spend more than 30 seconds locating files. If your hand is still up, you are wasting time, not just finding your files, but your computer will most likely be SLLLOOWWW because the computer needs to use operating memory for no reason other than to maintain a messy desktop.

 admin tips, time saving, organisation, virtual assistant
 Messy Desktops are time wasters. Image Credit:

Messy Desktops are time wasters. Image Credit:

The great thing is, setting up a filing structure doesn’t have to be (and it shouldn’t be) complicated. It just has to reflect your business, and be intuitive enough for you (and your staff) to quickly and efficiently locate files. If you still don’t think having an efficient electronic filing structure is important, consider this. Every file that you cannot locate instantly, creates an unnecessary workload. If you have to spend more than 30 seconds looking for a file, being interrupted by a colleague to check if the file is saved on your personal drive, you’ve wasted everyone’s time. An example of a simple, yet effective filing structure is below. I use DropBox (Google Drive is also a great option) to store my files, as I can invite others in to folders to find and save files.

 An effective, simple filing structure is an easy way to save time.

An effective, simple filing structure is an easy way to save time.

My tips for creating an efficient filing system are:

  1. Don’t Over-complicate.
    • Have a few broad, but descriptive folders that cover the main aspects of your business. Being overly specific can cause confusion, and isn’t necessary in most cases.
  2. Keep Sub-Folders to a minimum. 
    • Sub-folders may seem like a great idea, and have you feeling super organised, but it can be like navigating through a stranger’s mind. You’ll spend far too much time going in and out of folders to find the correct files. I recommend 2-3 levels of sub-folders at most.
  3. Sequence your folders.
    • Create a sequence to display your most important (or frequently visited) folders first, rather than having the folders listed alphabetically. Simply name the folder 01 Folder Name, 02 Folder Name, and the second level, 01.1 Sub-Folder Name, 02.1 Sub-Folder Name and so on.

2)      Make your Inbox Sing!

Many of my clients and previous colleagues report feelings not dissimilar to anxiety, stress and overwhelm when faced with their Inbox. It is estimated that 212.1 billion emails are sent and received each day. Without an effective Inbox strategy, it is really no wonder people tend to avoid their Inbox. A complete Inbox Detox is a great place to start.  Consolidate your email accounts, organise your Inbox and introduce automation to make your Inbox work harder – not you.

Read about the Inbox Detox over here.

3)      Standardise for Success

If you seem to always be creating documents and emails from scratch for the same type of purpose (Client Reports, Proposals, Letters), then you will benefit from creating templates.

You can customise these each time you use them, but get the body of the template correct and you’ll save so much time. CRM systems such as HubSpot integrate with many mail clients so you can effortlessly add templated responses to your emails.

The 3 admin tips are quick and simple to implement, but will drastically reduce time spent on admin, leaving time for the more exciting aspects of your business.




Effortless Optimisation: How I Save Time, Money and Grow My Business Each Week

 Saving Time, Saving Money, Virtual Assistant, Scheduling, Optimisation, Optimization

Like thousands of other businesses around Australia, I am a Service Provider. I have existing and potential clients that I meet with regularly. But unlike the thousands of other businesses, I don’t spend hours coordinating these meetings.

I hear you asking, “How?” Well, I implemented an online booking system. It was quick and easy to implement, and I saved hours and secured more bookings, straight away – and I can help you do the same.

Here’s how it used to be (And I’m certain you’ll be able to relate!) An email would come in from a Hot Lead –they loved the service, and wanted a consultation. I’d go to my calendar, note times I was available, and email them with “How does this time suit you?” They’d reply back sometime later, something along the lines of “How about x time/date?” I’d go back to my calendar, no, I wasn’t available.. And we’d go back and forwards until we found a time and date that worked. Sometimes I’d miss the email, and leave my lead waiting for a response; and, unfortunately, it was common for a hot lead to go cold, stone cold – like they vanished off the face of the earth. I got frustrated. I’d spend hours coordinating these consultations and it just felt like a huge waste of time!

"Regret for wasted time is more wasted time" - Mason Cooley – Tweet That!

So, here’s how I stopped wasting time, and secured more bookings.

  1. I researched online booking systems – there are hundreds, for all different industries. I provide a service to businesses, and my consultation offerings are limited to 1 type – so I settled for a simple program, Acuity Scheduling.
  2. I tailored the program to my offering. The program steps you through this.
  3. I embedded the link as a header on my website, in my email signature and on my social media page. And if someone asks for a consult? I provide them the link.
  4. My client chooses the time that suits them. The program syncs to my calendar, sends appointment confirmations to the client, and to me to notify of a new booking.
  5. I rock up to the consult when my Calendar notification tells me to.

This is one of the most simple and effortless optimisation strategies available to you. If you want to save time, money and get more bookings, book in with me for a complimentary consultation.

The day my keyboard died…

It’s safe to say, I make a living with immense help from my computer keyboard. So when my wireless keyboard went flat, and I couldn’t seem to find a single AAA battery in the house; and my emails and To-Do list began to overflow, I started getting frantic. After taking apart all of my son’s battery operated toys to scrape together 2 pre-loved batteries, I was ready to start the day – except I wasn’t, because my internet was down – oh the luck.

Do you ever have those days where, no matter how enthusiastic, ready and willing you are, it seems the world is against you? In my case, I was honestly ready to give up for the day – just take the day off to enjoy my family and the sunny weather. But I didn’t give up, I persisted, and something magical happened. As I was enjoying the delights of my half-empty batteries and Mobile Phone WI-FI Hotspot, I stumbled across an opportunity to grow my business – I pounced on it, typing out an email as fast as I could in case the batteries dropped out. Shortly after – the opportunity was mine, and my business is all the better for it.

They say it’s darkest before the dawn; and I have had a lot of moments where I’ve (almost) been down and out, but something magical followed quickly after. So from me to you, if you being dealt a bad hand, hang in there baby. Something magical is about to happen.

 Virtual Assistant; Hang in there baby

Inbox Detox 101

 Out of Control Inboxes can cause anxiety, lead to late nights and early mornings to catch up, and can quickly become not so useful and efficient. 

Sadly, the days of receiving a letter in the humble mailbox are gone. Email has become the preferred method of contact, and it truly is a marvelous technology; it keeps us connected, informed, and can get us access to free content, exclusive deals and so much more. The 2014-2018 Email Statistics Report estimates that in 2016, there are approximately 4.62 billion email accounts, and on average, each person owns 1.7 email addresses. What's more, 212.1 billion emails are sent and received each day; that's a lot of emails for you to sort through! So what does this information overload do to us? Having an out-of-control Inbox can seriously limit productivity (read about how to be more productive over here). Some report anxiety attacks, others working longer hours just to keep on top of their emails, and those who are naturally flighty, try to avoid their emails at all costs. 

So what can you do about it? Doing a simple Inbox Detox is a great start; I can’t promise its painless, but its oh-so-worth-it!

Detox Step 1: Consolidation

Not so long ago, I had 6 email accounts, yep 6. Why you ask? Well at the time, each had a purpose;

  1. my full time job email;
  2. my at-home business email;
  3. my first email address I ever had (hello, dustyangel32);
  4. a more professional one to successfully “adult” with (enter kfollent);
  5. my university email; and
  6. a Hotmail account that I could never bring myself to get rid of, despite the fact it only ever collected spam. 

How on earth do I consolidate, I hear you ask? You have to make some tough decisions. Granted, your full time job email can’t go, but consider whether you really need that old Hotmail account or the embarrassing combo of numbers and letters email address. 

After deactivating unnecessary accounts, you can consolidate further by creating a forward all email rule for accounts that you actually need, but don't need to access regularly, to an account that you do access regularly, such as your work email or personal email. (Not sure how to do this? Outlook Readers find out here, Gmail Users find out here). 

Iphone Users can also add their accounts into the phone's settings, so at the press of the Mail App button, all your emails are at your finger tips.

Detox Step 2: Organisation

This is actually the part I really love - sorting through all the emails and organizing them. (Hey, don’t groan, this is short-term pain for long-term pleasure!)

Firstly, tackle those email subscriptions that have gathered and multiplied in your Inbox. If you no longer want to receive a subscription, you’ll find the ‘Unsubscribe’ option in the footer of each email.

Next, introduce some organisation in the form of Folders or Tags (for the Gmail users out there). Don’t have a clue what your categories could be? You can start off simple, say have 3 categories; "To Action", "For Information" and "Complete". You can get more creative later when you have a better handle/ time to break your categories down. Set up these categories as folders or tags. 

Depending on the number of emails in your inbox (I've seen inboxes with in excess of 4000 emails), this may take you a long time. Set some time in your calendar each day/ week to sort through and file the emails. 

Detox Step 3: Automation

So you’ve now got a (mostly) squeaky clean inbox, and we need to keep it that way in the most efficient way possible: Automation. If you regularly receive a particular email, you can create rules to automatically send it to a Folder, or highlight it for your immediate attention;  for example, if I receive daily emails from, I can create a rule that puts that email into a folder called ‘Subscriptions’, so my inbox stays clear, and when I want my daily dose of fuzziness, I can go into the Subscriptions folder and read my cute cats subscription email; or, if I receive an email from my client, I can set up a rule that highlights their email in my inbox if a particular phrase is mentioned such as "ASAP", so I know I need to read that email first. Read all about rules in Outlook here, and filters in Gmail here.

So that’s it! Three simple steps to detox your inbox and quit the dread of opening your inbox. Email really is an amazing tool, just be sure to give it a bit of TLC every now and then to keep it in tip-top shape.

5 Tips To Save Time And Be More Productive

Time is a precious commodity; we all wish it would slow down or hurry up and we wish we had more of it. You may be surprised to know that nothing drastic has to change in your life to give you more time in your day. Just 5 simple tips will have an untold influence on how much time you get back in your day.

Following these 5 simple tips in my business saved me on average 4 hours per week AND I'm working less and being more productive because of these tips. 

1. Embrace Technology

There have been some mind boggling advances in technology, even in the last year. In my business, I do a lot of file sharing and collaboration with clients. At first, collaboration between my clients and I was done via email - back and forwards we would go, and it started to get confusing and time consuming. So, I embraced 2 technologies in this case: Asana and Google Docs. At commencement of a project/ task, I open Asana, create a new project, give my client access and set up step by step the tasks to be done, assign as necessary and add deadlines. Questions and comments are also made through Asana. Then comes Google Docs. I give my client access, and they can pop in whenever they like and see how things are going. Before embracing these technologies, I wasted on average 2.5 hours week collating and sending progress reports and answering queries. Now, that time is next to nil. Yep! I save on average 2.5 hours a week, just by embracing 2 technologies!

2. Automate Processes

This one is somewhat tied to the first tip, but we can take it a little further, and even make it more basic. For example, I tend to get the same questions asked over and over "What are your services?", "How much do you charge?", "What's your availability?" I took some time to collate these Frequently Asked Questions, and put the answers on my website, and I direct them to my website. For my availability, I signed up to a free Online Booking System, so I send the link to my calendar for people to see my availability for themselves. These are BASIC automation processes, but they have saved me untold amounts of time. Imagine how much time you can save if you automate your largest, most time consuming process.

3. Schedule your time

This one is important, as it not only saves you time, but keeps you productive, not just busy, because Busyness is the enemy of Productivity. Create themes for each day. For me, Mondays are Dreaming Days - I think about where my business is going, then document what I need to do to get there. Wednesday is Blogging Day and so on. Flitting between tasks not only wastes time, but it creates a false feeling of productivity. 

Busyness is the Enemy of Productivity - Tweet that!

4. Stop the distractions

The most common distractions are email and social media notifications. Lifehacker reports that after a distraction, no matter how small, it takes on average 23 minutes and 15 seconds to get back on task. If you receive 10 notifications in a day, how much time are you losing in Productivity? Inbox Pause is an amazing tool to manage email. Gmail users, can download it, here. It works by pausing emails from entering your Inbox; when you are ready, un-pause and TADA! They transfer to your inbox. You can even set it so the new emails enter your inbox on a schedule rather than one overwhelming wham-bam-thank-you-ma’am moment. So, stop the common distractions and enjoy more productivity time.  

5. Optimise Meetings

People view meetings differently. Some view them as the best way to be productive, and others sit there for the hour wondering why they are there. If you've been invited to a meeting, ask for an Agenda. If you are hosting a meeting, see if you can squeeze it into 30 minutes - you'll be surprised that most times you can. 3 x 1 hour meetings a week optimised into 3 x 30 minute meetings? Time Saving of 1.5hours.