An Excel (XLSX) workbook for salons, barbers and beauty studios to keep a simple list of regular clients (first name only, plus day and month of birth if the client agreed), log each visit with its date and spend, and see at a glance who has a birthday this month and in the coming days, who has not been back for a set number of days and who has earned a reward. Choose in Setup between points per amount spent and a reward every Nth visit, and record every reward given in a log. Each language comes as a fictional DEMO and an empty BLANK workbook, in English, Italian, Spanish, French and German.

The problem it solves

Birthdays live in notebooks and memory, loyalty cards get lost, and nobody notices that a good client has not booked for four months.

Who it is for

Independent salons, barbershops, nail and beauty studios that want to remember client birthdays, reward regulars and win back clients who have gone quiet, without a subscription or a client database.

What you get

• Client list with first name only, plus optional birthday day and month, with a Yes/No for clients who agreed to birthday messages; no year, contact or health fields
• Birthday lists for this month and for the next days (30 by default, you set the window), including today and a note for passed birthdays, limited to clients marked Yes
• Visit log with date, client and amount spent, giving visit count, last visit, days since last visit, total spent and average per visit for every client
• Simple loyalty rule chosen in Setup: points per currency unit plus a bonus per visit, or one reward every Nth visit; each client shows Reward ready or what is left to go
• Reward Log that deducts points or counts rewards used, and flags clients who used more than they earned
• Lapsed-client list (no visit for the number of days you set), longest away first, plus a dashboard with 12-month visits and spend, top clients and rewards ready

How you use it

1. Download and extract the ZIP, open your language folder and the DEMO workbook to see how it works.
2. Open the BLANK workbook, save a working copy and fill Setup: salon name, currency label, loyalty rule, points per currency unit, the Nth visit, lapsed days, the birthday window and your reward list.
3. In Clients add one row per regular client with an ID and first name; add the birthday day and month and Yes only if the client agreed.
4. Add a row in Visits for every visit (date, client ID, amount) and a row in Reward Log whenever you give a reward.
5. Read Dashboard and Follow-up each week for birthdays, lapsed clients and rewards ready, and fix anything shown in the Input check columns.

Questions