Massage Therapy Client and Package Tracker
Package and gift certificate liability tracking. A therapist who has sold 40 packages has an unrecorded obligation and no idea what it is worth. The file shows sessions sold, sessions redeemed, sessions outstanding, dollar value of that outstanding balance, and expiry dates — which is both an operational tool and, at year end, the number their bookkeeper asks for. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is reusable every school year.
What it does
- Package and gift certificate liability tracking.
- Built around the dates that actually bite: Package expiry dates, gift certificate expiry, rebooking intervals.
- Clients tab
- Appointments tab
- Packages tab
- Gift Certificates tab
- Rebooking tab
- Income Summary tab
- Every threshold and dropdown editable on the Lists tab, nothing hardcoded
- Two files included: a blank workbook and a filled example to learn from
- Works in Excel and Google Sheets, no add-ons or macros
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Getting Started
- Dashboard
- Clients
- Appointments
- Packages
- Gift Certificates
- Rebooking
- Income Summary
- Lists
What it looks like
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 an organizational template. It reports the data you enter. It does not determine mastery, eligibility or compliance, and it does not replace your district or clinic documentation system - those stay your professional judgement.