Beauty salon session package tracking Excel template

Actual file previews

The images below are the actual data entry and executive summary pages of the workbook to be downloaded.

Step by step usage

1. Examine the example and prepare the blank file

   Open each new package sale with a separate registration number. You can use a short customer code instead of the customer name. The second package of the same person should not overwrite the old line. The session used and the collection are the cumulative total; If there is no transaction, enter 0 in both fields. The number of sessions must be an integer. Use the yellow input fields on the tracking page; Do not change the blue formula fields. The sample sheet is filled with fictitious records and does not count towards the actual work total.

2. Write actual records in the yellow fields

   The remaining session is the session sold minus the session used. The remaining payment is the package price minus the total collection. Completion rate is the session used divided by the package session. If the usage exceeds the package allowance or collection fee, the line requests control. The upper summary collects the remaining session and open payment separately; When one becomes zero, the other does not close. An empty mandatory field is distinguished from a real zero. Correct missing or incorrect records in the control column; Since these lines are excluded from the summary, do not use the total as a final report until the problem is resolved.

3. Fix control alerts and review summary

   Verify remaining service entitlement with customer. Track open payment separately from service usage.

What does this Excel file solve?

Track session packages sold, sessions used and remaining, package fee and collection. Free Turkish Excel file with examples for salons. Open each new package sale with a separate registration number. You can use a short customer code instead of the customer name. The second package of the same person should not overwrite the old line. The session used and the collection are the cumulative total; If there is no transaction, enter 0 in both fields. The number of sessions must be an integer. Use the yellow input fields on the tracking page; Do not change the blue formula fields. The sample sheet is filled with fictitious records and does not count towards the actual work total.

What's inside the file?

Remaining session, Remaining payment, Package completion rate. The file contains sample rows, canned formulas, data validation fields, risk colorings, and executive summary.

Calculation and control logic

The remaining session is the session sold minus the session used. The remaining payment is the package price minus the total collection. Completion rate is the session used divided by the package session. If the usage exceeds the package allowance or collection fee, the line requests control. The upper summary collects the remaining session and open payment separately; When one becomes zero, the other does not close. An empty mandatory field is distinguished from a real zero. Correct missing or incorrect records in the control column; Since these lines are excluded from the summary, do not use the total as a final report until the problem is resolved.

Worked example: Beauty salon session package tracking: calculation example

8-session package. 3 used sessions. 8,000 TL fee, 5,000 TL collection. Result: 5 sessions and 3,000 TL balance remaining; service completion would be 37.5%.

Decisions that can be taken as a result of this

Verify remaining service entitlement with customer. Track open payment separately from service usage

Common usage mistakes

Accepting the completed package as paid. Writing the last session number instead of cumulative usage. Using the summary total as the final result without correcting the lines with control warnings

Limits and proper use

It does not include an appointment calendar, application recommendation, health record and automatic message. Manage package cancellation, rights transfer and expiration conditions with separate records. Do not write health or sensitive personal information. The file is prepared for 150 record lines. The parent summary includes all valid rows, regardless of filters. When capacity is full, open a new period copy; additional rows require the summary and validation ranges to be updated as well. There are no macros, external data connections or automatic notifications.

Compatibility and quality control

Two pages of this file were visually inspected; Formulas were recalculated and checked in empty, sample and incorrect entry scenarios. There was no separate device testing of the Excel desktop application. .xlsx without macro; formulas and drop-down lists are included in the file. The tracking page includes 150 preset record lines and a standalone Sample page. Prepared for desktop Excel; Check views and validations in other spreadsheet applications.

Scope of this file

This independent file has been prepared for beauty salon session package tracking. It's not that Shiftmate automates this industry workflow; The application focuses on team, shift and timesheet management.

Relevant official and technical resources

• Microsoft: SUMIFS function

Frequently asked questions