Are you tired of manually inputting the same information over and over again for different clients? Do you wish there was an easier way to use default settings while customizing client information? Look no further! We are thrilled to introduce a new feature called “Scenarios” that will enhance the way you manage client information. In this blog post, we will explore the capabilities and benefits of Scenarios, and how it can streamline your workflow and improve your productivity.
So, what exactly are Scenarios? In a nutshell, Scenarios are pre-set combinations of default settings that can be easily applied to client information. Think of them as templates or presets that allow you to quickly customize client information without starting from scratch every time. With Scenarios, you can choose from existing defaults and apply them to other clients’ information, saving you time and effort.
Here’s how Scenarios work:
- Default Settings: Scenarios are created based on default settings that you can configure according to your preferences. These settings can include things like pricing structures, service packages, contract terms, payment schedules, and more. You can set up default settings based on your business requirements, and Scenarios will use these settings as a starting point when creating customized client information.
- Customization: Once you have set up your default settings, you can create different Scenarios based on them. For example, you can create a Scenario for a married client and one for a single client, You can also customize each Scenario by adding or modifying specific details to suit the needs of individual clients.
- Application: When you are ready to create a new client record or update an existing one, you can simply select a Scenario from the available options, and Scenarios will automatically apply the default settings and customization to the client information. This means you don’t have to manually input the same information repeatedly for different clients. Instead, you can choose a Scenario that closely matches the client’s requirements and make any necessary adjustments, saving you time and ensuring consistency across your clients.
Now, let’s explore the benefits of using Scenarios:
- Time-Saving: Scenarios can significantly reduce the time and effort required to create or update client information. By using pre-set default settings and customization options, you can quickly generate client records without starting from scratch or manually inputting the same information repeatedly. This allows you to focus on other important tasks and increases your productivity.
- Consistency: Scenarios ensure consistency in your client records. By using default settings and customization options, you can maintain consistency in pricing, contract terms, payment schedules, and other details across all your clients. This helps you deliver a professional and cohesive experience to your clients and avoids any discrepancies or errors that may arise from manual data entry.
- Flexibility: Scenarios provide you with the flexibility to adapt to different client requirements. You can create multiple Scenarios based on different default settings and customize them as needed to cater to the unique needs of each client. This allows you to be flexible in your pricing, service offerings, and contract terms, while still maintaining the efficiency of using default settings.
- Accuracy: Scenarios help minimize errors in client information. By using pre-set default settings and customization options, you can ensure that all the necessary details are included in your client records, and nothing is missed or overlooked. This helps you maintain accurate and up-to-date information, which is essential for providing excellent customer service and avoiding any potential misunderstandings or disputes.
Here is a video that shows how to set up Scenarios and how they are used. Note: you will need to be on a Plus or Pro plan of Knackly to use Scenarios.
In conclusion, Scenarios are a powerful new feature that can streamline your workflow and improve your productivity when managing client information. By using default settings and customization options, Scenarios allow you to quickly
Grow your practice through efficiency and accuracy
Spend the time you save proactively helping your clients and winning new business.
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