Client Appointment & Finance Planner Hard Copy

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.

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)
• 178x229mm in size
• Thick premium 120 gsm FSC paper inside
• Laminated monthly tab separators
• Frosted PVC bookmark
• Matte hardcover
• Hardcover title stamped in gold foil
• Gold spiral wire binding
• Matte protective box