Spreadsheet Template. Thursday , April 12th , 2018 - 11:41:42 AM
Akin to using Excel for scheduling, using it to keep track of upcoming appointments and (perhaps more importantly) the duration of those appointments as they happen can give you a leg up on your competition. By seeing not only when a customer came in, but how long they spent there for a particular procedure, you can better estimate in the future how much business you can handle -- and who might need to work a little more quickly.
Each category has its own sheet to enter all items. All the meeting planner needs to do is enter the item and related income or expense numbers onto the specific sheet that covers that item. From that point all numbers are automatically totaled into separate categories and then totaled on the page. The total from the page then is populated onto the main Budget Sheet.
Keeping records of your clients procedures allows you to easily call up a given clients favorites when they walk through the door - and doing it in Excel means you can also sort by client, procedure, or product in order to see what is the most popular business-wide.
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