Client Tracker App for Google Sheets

CLIENT STUDIO: A PRIVATE CLIENT TRACKER AND SMALL BUSINESS CRM FOR SERVICE PROVIDERS, ON YOUR PHONE AND COMPUTER

Keep every client, appointment, lead and payment in one beautiful place. See today's schedule, mark appointments done and paid, remember every client's notes and preferences, follow up on inquiries, and know exactly what you earned this month.

It opens like an app on your phone, tablet and computer, and everything saves to your own Google Sheet, so it's private, synced everywhere and yours to keep. No sign-ups, no ads, no monthly fee.

Blush and espresso look, with Sage, Navy and Night themes too.

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💼 MADE FOR YOUR BUSINESS
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● Hair stylists, lash and brow artists, nail techs, estheticians and spas, photographers, cleaners, coaches, virtual assistants, personal trainers, pet groomers and any other service business
● Pick your type and get a starter menu of services, your own booking word (Appointment, Session, Job or Project) and the right notes field (like Color formula or Lash map)
● Change every service, time and price anytime

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💼 CLIENTS + FOLLOW-UPS
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● CLIENT PROFILES with phone, email, Instagram, birthday, address, tags and notes
● One-tap call, text and email links
● TOTAL SPENT, visits, last visit and average per visit for every client
● REBOOK REMINDERS: see who is due to come back, based on how often clients usually return
● FOLLOW-UPS and BIRTHDAYS show on your To do list on the right day
● SEARCH, sort and filter by tags like VIP, Regular, Referral or Prefers text

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💼 APPOINTMENTS + CALENDAR
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● TODAY: your schedule with Done and Paid buttons, plus what's coming up
● WEEK and MONTH calendar views
● Book in a few taps. Pick a service and the time and price fill in. Type a new name and they're saved as a client
● DEPOSITS, TIPS, BALANCES and optional NO-SHOW FEES

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💼 LEADS PIPELINE
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● Move inquiries from New to Contacted, Quote sent and Booked (or Not now)
● Follow-up dates, estimated value and where each lead came from
● Your booking rate and best lead sources
● Turn a lead into a client in one tap

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💼 PAYMENTS, INCOME + INVOICES
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● Income by month, average ticket, tips and a 12-month chart
● Totals by service, top clients and payment method (cash, card, Venmo, Zelle and more)
● UNPAID list so nobody slips through
● PRINTABLE INVOICES with your business name, automatic invoice numbers and how to pay you. Print or save as a PDF
● Download payments and clients as CSV files, or update easy-to-read spreadsheet tabs in your Sheet

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💼 ALSO INCLUDED
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✓ Start with a sample business to explore, then clear it in one tap
✓ Works on iPhone, iPad, Android, Mac, Windows and Chromebook
✓ Saves as you go. Your client information stays in your own Google account. Nothing is sent to us or any outside app
✓ Backup and restore anytime
✓ Illustrated setup guide, and real help from us if you get stuck

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💼 WHAT YOU'LL RECEIVE
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This is an instant digital download with 2 PDFs:
1. How to Access PDF with your link to copy the client tracker into your Google Drive
2. Illustrated Setup Guide (8 pages) that shows every screen

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💼 HOW IT WORKS
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1. Open your How to Access PDF and click the link to make your own copy (free Google account needed)
2. In your copy, click the 💼 Client Studio menu, then Open my client tracker
3. Give permission once. Google shows a "Google hasn't verified this app" screen for every personal script like this one. Click Advanced, then Go to Client Studio, then Allow. Your setup guide shows every step
4. Add your business name and type, then your first client. Make your private app link (about 2 minutes) to add it to your phone's home screen

Setup takes about 10 minutes and is done on a computer. After that, use it anywhere.

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💼 GOOD TO KNOW
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• Requires a free Google account and an internet connection
• Made for Google Sheets. It does not work in Excel, Numbers, GoodNotes or Notion
• It doesn't connect to booking apps, send text or email reminders, or take payments. Tap a client's phone or text link to message them from your own phone
• Income reports are a handy record of what you've been paid, not tax or accounting advice
• Made for one business owner. Each copy belongs to one Google account
• Names, businesses and numbers in the photos are examples
• Colors may look slightly different on different screens
• Digital product only. No physical item will be shipped
• Because this is a digital download, returns and exchanges aren't accepted. If anything isn't working, please message us and we'll gladly help

For use in your own business only. Please don't share, resell or redistribute the tracker, its link or its artwork.

Running a small business? See our other business planners and trackers in the shop.

Created by Muse & Make Co with the help of AI tools.