Salon & Spa CRM + Live Dashboard: Done-For-You Setup

We set it up for you. Get the Salon & Spa CRM + Live Dashboard built around your business: your client list (an export from your booking software works) imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.

Made to order. After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.

Made for hair salons, barbershops, nail and lash studios, day spas and med spas. Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.

What's included

• Everything in the Salon & Spa CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card
• Your client list (an export from your booking software works) imported from a spreadsheet or CSV, up to 1,000 rows
• Your pipeline stages, team, goals and business name set for you
• A 30-minute setup call
• A walkthrough video of your finished CRM
• 10 team seats, with your team added for you
• 30 days of email support after delivery

What happens after you order

1. Order. We email you within 1 business day to schedule your setup call.
2. Setup call (30 minutes). We confirm your stages, team, goals and business name, and collect your list.
3. We build. We import your list, set everything up and load it into your live dashboard.
4. Review and go. You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.

Have these ready for the call

• Your client list (an export from your booking software works) as a spreadsheet or CSV export (up to 1,000 rows)
• Your service menu (prices, durations and rebook weeks), your providers with commission or booth rent, and any memberships
• The names and emails of the people who will use it (up to 10 seats, including you)
• Your logo, if you'd like it on your workbook
• Whether you'll use Microsoft Excel or Google Sheets

What it does

• Appointments with provider, service, status, duration, ticket, retail and tips
• Personal due-back dates from each client's own cycle or the service's rebook weeks, with an overdue-regulars call list (VIPs first)
• Fill the gaps: open slots per provider on the next open day, with suggested clients who are due back
• Day book for today and the next 7 days, and a repeat no-show flag
• Provider scorecard: occupancy, rebooking, new-client 90-day return, $ per hour, commission owed, tips and booth rent
• Service and category scorecards, retail attach rate and a busy-times heat map
• Memberships: MRR trend, ending soon, package sessions owed and member vs non-member visit frequency
• Birthdays this month, plus six message templates to copy or open in your own email app (nothing is sent automatically)

The live dashboard

Your workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Appointments & Calendar, Clients & Retention, Staff Performance, Services & Retail, Memberships and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like an appointment for a service that isn't on your Services tab, the dashboard tells you.

Team seats

Done-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? Extra Team Seats add 5 more at a time, up to 25 in total.

Good to know

• Made to order. This is a setup service plus a digital product; nothing ships.
• We import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.
• Works in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.
• One-time price, no monthly subscription.
• Need custom fields, more than 25 people or something built from scratch? Ask about a fully custom CRM (from $3,000).
• Because every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.
• Figures are estimates from your own data, not financial, legal or tax advice.

Questions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.