Client & Appointments Manager
All-in-One CRM Template for Service-Based Businesses
Effortlessly manage clients, appointments, staff, and services with the Client & Appointment Manager – a powerful Notion template built for beauty salons, wellness centers, freelancers, and any service-based business. Stay organized, save time, and deliver an exceptional customer experience, all from one intuitive workspace.
Screenshots
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Key Features
🗓️ All-in-One Appointment Management
Schedule, track, and manage every appointment with precision — from booking to payment.
💼 Versatile for Many Service-Based Businesses
Perfect for salons, wellness professionals, tattoo studios, coaches, consultants, and more.
📇 Centralized Client Profiles
Access full client histories, contact info, and service records in one click for personalized service.
👥 Staff Tracking & Scheduling
Assign appointments, view upcoming schedules, and balance workloads with ease.
💵 Automated Price & Time Calculations
Service-based pricing and durations are auto-filled, saving time and reducing human error.
📈 Built-In Analytics & Visual Charts
Monitor performance with ready-to-use charts for revenue, service popularity, client trends, and more.
For whom?
💇 Beauty & Wellness Professionals
Examples:
- Hair salons & barbershops
- Massage therapists & spas
- Nail technicians & estheticians
- Makeup artists & lash technicians
Why it's a perfect fit:
- Easy client tracking with appointment history
- Auto-calculated time and price per service
- Stay organized with tasks and payment records
This template helps beauty professionals focus on delivering great service while keeping operations smooth and well-documented.
🧘 Coaches, Therapists & Consultants
Examples:
- Life & wellness coaches
- Psychologists & therapists
- Consultants
- Nutritionists or holistic consultants
Why it's a perfect fit:
- View upcoming and past sessions with ease
- Capture extra time or session notes
- Track payments and outstanding balances
Great for client-centered professionals who need a clean and simple way to manage their sessions and relationships.
🖋️ Creative & Personal Service Providers
Examples:
- Tattoo artists & piercing studios
- Photography & makeup services
- Tailors, stylists, or decorators
Why it's a perfect fit:
- Track bookings, cancellations, and client notes
- Assign appointments to staff or collaborators
- Flexible service pricing with add-ons or extras
If your business runs on appointments and personalized service, this template keeps everything organized and client-ready.
Includes
📁 Powerful Databases to Keep Everything Organized
- Appointments: Centralize and manage all your appointments with full service details and staff assignments.
- Service Types: Define your offerings with preset durations and standard pricing for quick scheduling.
- Clients: Build a complete client directory with contact details and appointment history for personalized service.
- Staff: Keep a clear overview of your team, including contact info and scheduled appointments.
- Tasks: Stay organized with a simple task tracker to manage to-dos and business operations.
📊 Visual Charts for Smart Business Decisions
Visual dashboards provide insights into revenue, popular services, client activity, and more—helping you make informed business decisions at a glance.
📘 Easy-to-Follow Help Guide
A built-in guide walks you through each database, explaining its purpose, key fields, and best practices to get the most out of the template.
Why Choose This Template
✅ Built on Notion – Fully customizable and easy to use.
🔁 Real-life workflows – Designed from actual service business needs.
🚀 Fast onboarding – Start using it in minutes.
📊 Dashboard-ready – Includes ready-made views and charts for daily management.
💡 Smart logic – Automated time and price formulas, no tech skills required.
Format
Notion Template
* Notion Plus plan or higher can create/visualize unlimited charts. Free plans are limited to 1 chart (on the entire account). Notion Templates FAQs
Get the template
Secure payment.
Delivery is automatic upon successful payment.
No refunds are allowed due to the digital nature of Notion templates.
Do you have any questions? Feel free to reach out to me via email.
