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Client Session Tracker
A client session tracker for trainers, studios and practitioners who sell sessions in packages. Log each session on the month tab and it counts against what the client bought, so you always know how many they have left. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is yours to reuse as often as you like.
What you get
- Package balance per client: sessions purchased, sessions used and sessions left, updating as you log
- Up to 200 clients and up to 7 session types you name yourself, each with a full and a half code
- Click a day cell, pick a code from the dropdown - the cell colours itself and the totals move instantly
- Twelve month tabs that follow the start year you set, so the workbook works for any year
- Client details carry through automatically to every month tab and report
- Opens in Excel and in Google Sheets
$16.99one-time, no subscription
Buy on Etsy
Instant digital download · one-time purchase · no subscription
What it does
- Package balance per client: sessions purchased, sessions used and sessions left, updating as you log
- Up to 200 clients and up to 7 session types you name yourself, each with a full and a half code
- Click a day cell, pick a code from the dropdown - the cell colours itself and the totals move instantly
- Twelve month tabs that follow the start year you set, so the workbook works for any year
- Client details carry through automatically to every month tab and report
- Reports by client and across the whole roster, with attendance percentages worked out for you
What it looks like
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Dashboard
- Instructions
- Menu
- Clients
- January
- February
Works in
- Microsoft Excel 2016 or later, Windows and Mac
- Google Sheets — upload to Drive and open
- No macros, no add-ins, no subscription
Honest scope
This is a planning and bookkeeping template, not tax or accounting advice. The numbers it reports are the numbers you enter.
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