Salon Business Spreadsheet, Hair, Lash & Nail Client Tracker (Excel, Google Sheets)
This salon business spreadsheet keeps your clients, bookings, retail stock and team in one place, and tells you who to rebook before they drift away. Built for hair stylists, colourists, lash and brow artists, nail techs and small salons. Works in Excel and Google Sheets.
Who it is for: hair stylists, colourists, lash and brow artists, nail techs and small salons who want to keep regular clients coming back.
What it does
- Never lose a regular: every client's last visit, when they are due back and their status: Booked, Due soon, Overdue or Lapsed.
- Patch tests: colour, lash and tint appointments in the coming week are flagged when the client has no valid patch test.
- Appointments: service and add-on, who did it, discounts, tips, no-show fees and whether they rebooked before leaving.
- Services: price, minutes, back-bar product cost, profit per service and how often clients should rebook.
- Retail: products, stock in and sales, with on hand, sales, margin and reorder alerts.
- Team: owner, commission (% of services and retail) or hourly, with tips passed through, rebook rate and average ticket per person.
- Birthdays this month, clients to rebook, top services and top clients on the Dashboard.
- Dashboard: services, retail, tips, staff pay, expenses and net profit by month, income per hour, new clients and rebook rate.
What's included
- 1 spreadsheet (.xlsx) with 12 tabs: Start Here, Dashboard, Appointments, Clients, Services, Retail Sales, Retail Products, Stock In, Staff, Expenses, Settings, Lists
- Quick-Start Guide (PDF)
- A sample salon with 150 clients, a team of 4 and a year of appointments, so you can see everything working before you add your own
Works with
- Microsoft Excel 2010 or newer (Windows and Mac), Excel for the web, and Google Sheets
- Any currency
- 500 clients, 5,000 appointments, 300 retail products and 20 staff per file
How it works
- Download the files instantly after purchase
- Add your services, team, products and clients once (about 20 minutes)
- Add each appointment and sale. Rebook lists, stock and profit update by themselves.
Quick answers
- Is it for lash techs and nail techs too? Yes. Add any service: hair, colour, lashes, brows, nails, waxing or treatments.
- Does it work for a solo stylist? Yes. Just add yourself as the owner. Add commission or hourly staff later if you grow.
- Does it track my retail? Yes. Stock in, sales, on hand and reorder alerts for every product.
- Is there a monthly fee? No. It is a one-time purchase and an instant download, with no subscription. It works in Excel and Google Sheets, in any currency.
Please note
- This is a digital download. No physical item will be shipped.
- This template helps with record keeping. It is not tax, legal, medical or accounting advice. Follow your product maker's patch test instructions.
- For use in your own business. Please don't resell or share the file.
- Designed by me with the help of AI tools. Every formula was tested in Microsoft Excel and Google Sheets.
Questions? Send me a message. I'm happy to help you get set up.
Questions people ask
Does it show which clients to rebook?
Yes. Every client gets a status: Booked, Due soon, Overdue or Lapsed, based on their last visit and how often their usual service should be rebooked.
Does it track patch tests?
Yes. Colour, lash and tint appointments in the coming week are flagged when the client has no valid patch test.
Can I track retail and commission?
Yes. Retail stock with reorder alerts, and staff paid commission on services and retail or hourly, with tips passed through.
Does it work in Excel and Google Sheets?
Yes. It works in Microsoft Excel 2010 or newer (Windows and Mac), Excel for the web and Google Sheets.
Is there a monthly fee?
No. It is a one-time purchase and an instant digital download. There is no subscription.
Does it work in my currency?
Yes. It works with any currency.
What if I find an error?
Message us on Etsy. You can choose another spreadsheet from our shop, free of charge (any except our Pro editions), and we will fix the error for everyone.
Get the Salon & Beauty Business Tracker on Etsy