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Client Appointment & Finance Planner Hard Copy

Welcome to the Client Appointment & Finance Planner, a planner designed to help business owners like you keep your client appointments and finances organized all in one place! Whether you're a lash artist, nail technician, hairstylist, makeup artist, personal trainer, or any other service based business, this planner is meant for you!

Love putting pen to paper? Our hard copy planner is perfect for writing everything out! Prefer planning digitally? Check out our digital version, perfect for keeping everything organized on your iPad!


USA Orders – Ship from the USA
Canadian & International Orders – Ship from Canada

COLOR AVAILABILITY & SHIPPING
Pink – In Stock | Ships Next Business Day
Sage – In Stock | Ships Next Business Day
Bows – Pre-Order | Ships December 15th–31st
Blue – Pre-Order | Ships December 15th–31st

ColorPink - In Stock
BUY NOW, PAY LATER!

At checkout, choose Sezzle and split your entire purchase into 4 interest-free payments, with 0% interest.

Details

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!

What's Included

GIVE ME ALL THE DEETS!

  • 414 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 foil
  • Spiral wire binding
  • Matte protective box

Please Note: Canadian and international customers who purchase the Bow Version will receive the hardcover design with non-cursive lettering, while USA customers will receive the hardcover design with cursive lettering.

See the Planner in Action

Flip through a filled out planner and get a closer look at how your days could be beautifully organized

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