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Small Business · Beauty - Template 73

Beauty Studio Operations Planner

Know how many more clients you need this month, and whether the diary can fit them.

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Microsoft Excel◆Sample & blank copies◆.xlsx files

Most salon spreadsheets tell you what you earned. This one tells you what to do next. Set your target and your opening hours and the dashboard works out how many more visits it takes, how many hours of chair time that needs, and how much you have left before the month runs out - and if the answer is no, it says no. Sales, payments and invoices are kept separate, so a booking never becomes income by accident and you can see what has been billed but not banked. You get a filled sample copy, a blank copy and a setup PDF. Built and tested in Microsoft Excel; it is not designed for Google Sheets.

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What's inside · 18 tabs

  • Studio Dashboard - charged, received, spent and still owed, your target and the visits that close the gap
  • Studio Calendar - a real month grid of bookings and tasks, with today highlighted
  • Clients - visit history, days since the last appointment and who is overdue a rebook
  • Appointments - the diary, colour coded by status, with a rebook-by date
  • Sales, Payments & Invoices - three tables, so charged and banked stay honest
  • Expenses, Products & Stock Movements - signed stock, reorder levels and a live low stock list
  • Team - sales attributed per person, with a commission estimate
  • Tasks - priorities, due dates and one-click status colour
  • Month Review, Year Review & Custom Range - three ways to look at the same numbers
  • Goals & Capacity - a twelve month projection driven by levers you control

In Motion

Plan the month, not just review it.

Add an appointment or a payment and the target bar, the chair time still free and the calendar all update from your own tables.

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