Salon & Spa CRM + Live Dashboard (Digital Download)

Not just a spreadsheet CRM. A live dashboard your whole team shares. Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.

Every client, appointment, provider, service and membership in one place, with rebooking and retention you can see at a glance.

Made for hair salons, barbershops, nail and lash studios, day spas and med spas. See who's due back and who's overdue, fill open slots, track each provider's numbers and keep memberships growing. The live dashboard shows revenue, retail as a % of service, rebooking rate, new-client return, retention, no-shows and late cancels, occupancy, average ticket, revenue per hour, membership MRR and what needs attention today.

What's included

• Salon & Spa CRM + Live Dashboard - BLANK.xlsx (ready for your data)
• Salon & Spa CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)
• Access card (PDF) with setup steps and a QR code to your live dashboard
• Live online dashboard for phone, tablet or computer
• 3 team seats: you plus 2 teammates

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

Your order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when ("updated by ... 5 min ago"). If two people update at once, the second person is asked before replacing. Need more? Extra Team Seats add 5 at a time, up to 25 in total.

How it works

1. Download your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.
2. Go to buckeye-planners.web.app/pro-crm-salon-spa and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.
3. Tap Load your workbook and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.
4. Tap Team to add teammates by email. They sign in with that email and see the same dashboard.

Good to know

• Room for 2,000 rows per tab.
• Works in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.
• Using Google Sheets? Download it as .xlsx (File > Download > Microsoft Excel) before loading it into the dashboard.
• One-time price, no monthly subscription.
• Want it set up for you? The Done-For-You Setup imports your customer list, sets your stages, team and goals, and includes 10 team seats.
• Need custom fields or something built from scratch? Ask about a fully custom CRM (from $3,000).
• Digital download only. No physical item is shipped.
• Sample names and numbers are made up.
• 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.