Client Appointment & Finance Planner Digital Version

Weekly Key Features

Client Appointments: Log appointment times, client names, service types, and prices to keep your weekly schedule organized.

Client Tracking: Record the number of new versus existing clients to gain insights into client retention and growth.

Finance Breakdown: Summarize your weekly earnings, including total sales, tips, and product sales, to track your financial performance.

Purchase Management: Easily track your purchases with detailed monthly breakdowns. Simply input what you bought, along with your subtotals, tax, and final totals, to stay organized and make tax time at the end of the year a breeze for write offs!

Inventory Management: Keep track of your inventory orders to ensure you’re always stocked and prepared for your clients.

Monthly Key Features

At the end of each month, compile the data from your weekly entries into a monthly overview. This section allows you to see monthly client retention and growth, total earnings, write off totals, and inventory purchased at a glance, giving you a comprehensive picture of your monthly performance.

Yearly Key Features

As the year comes to a close, use your planner to transfer your monthly breakdowns into your yearly summary. This gives you a comprehensive view of your entire year's numbers in one place, all thanks to your organization each week and month. With this information at hand, you'll be fully prepared for tax season and have a clear picture of your business growth.

EXTRAS

Monthly Social Media Planner Template: To enhance your marketing efforts, this planner includes a dedicated template for planning your social media posts at the beginning of each month. Organize your content for all platforms, allowing you to stay consistent and engaged with your audience while promoting your services effectively.

Undated Design: One of the standout features of this planner is its undated format. This flexibility allows you to start using it at any time of the year without the pressure of wasted pages. Don’t worry; we’ve already written out the months and days of the week for you, so all you need to input are the specific dates, like the 1st, 2nd, or 3rd. We aimed to minimize your writing, making it easy to jump right in and start using the planner.

BONUS: You only have to purchase this planner once as it's undated, so you can reuse it every year!

This planner includes many more pages designed to keep you organized, help you plan, and even reflect on your business! The pages shown in the photos and the descriptions above highlight the most essential features, but there's so much more inside to support you every step of the way!

GIVE ME ALL THE DEETS!

• 390 pages (front and back)
• Can buy once and reuse every year
• This planner is compatible with GoodNotes, Notability, and Noteshelf. As well as your general Files
• This digital planner can be used on an iPad, phone, desktop, or laptop
• If you're using it with an iPad, you can write directly on the screen with your Apple Pencil. Alternatively, when using a phone, desktop, or laptop, you can add text in text boxes or use the marker tool.
• Fully hyperlinked for smooth navigation

FOLLOW THESE STEPS

Step 1: After your purchase, you'll get an email to access our Education Vault. Click the “CLICK HERE TO OPEN THE EDUCATION VAULT” button.

Step 2: Click on the “Undated Digital Client Appointment & Finance Planner.pdf” document.

Step 3: Save the document to your files where you can now access it there and begin to use your planner.

Step 4: If you don’t want to use the files app to use the planner, you can now open up the file within your preferred app and access it there. This digital planner is compatible with GoodNotes, Notability, Noteshelf, as well as your files app. This digital planner can also be used on an iPad, phone, laptop, or desktop.