Skip to content
Cleverlio

12 resources · 3 steps

Free resources for Beauty & Wellness

Salons, barbers, beauty therapists, massage and wellness practitioners, and personal trainers.

Appointment businesses sell time: the price of each treatment or session has to cover the hours that are not booked, the products used and the people who deliver it.

This selection covers pricing your menu, running the team rota and stock, looking after clients and reviews, and keeping the money side tidy.

These are general small-business resources chosen because they fit this kind of work. Unless its name says otherwise, none is made only for one industry — adapt the wording and figures to your business.

Step 1: Price your services

  1. 1. Pricing & ProfitBillable Hourly Rate CalculatorWork out what each booked hour must earn once quiet hours and time off are counted.CalculatorOpen calculator
  2. 2. Pricing & ProfitService Price-List MakerTurn your treatments and prices into a price list to print, send or post as images.Document builderYou get: PDF · ImageOpen price-list maker
  3. 3. Pricing & ProfitPrice Increase Letter & Email TemplatesTell regular clients about a price change clearly and respectfully.TemplateYou get: Copyable textOpen templates

Step 2: Run the team and stock

  1. 4. Running Your BusinessWeekly Employee SchedulePlan the weekly rota and see planned hours per person and day.SpreadsheetDownload spreadsheet
  2. 5. Running Your BusinessStaff Leave TrackerKeep holiday requests and remaining allowance in one place.SpreadsheetDownload spreadsheet
  3. 6. Running Your BusinessStaff Training & Competency MatrixRecord who is trained and approved to deliver each service on their own.SpreadsheetDownload spreadsheet
  4. 7. Running Your BusinessInventory & Reorder SpreadsheetTrack retail and back-bar products and see what to reorder.SpreadsheetDownload spreadsheet

Step 3: Clients, reviews and money

  1. 8. Customers & ReviewsReview Request KitA review request and a QR card for the reception desk.Document builderYou get: PDF · Image · Copyable textMake review requests
  2. 9. Customers & ReviewsReview Rating CalculatorSee how many new reviews it takes to reach the rating you want.CalculatorOpen calculator
  3. 10. Customers & ReviewsCustomer Complaint & Resolution LogRecord a complaint, what you promised and whether the client accepted the outcome.SpreadsheetDownload spreadsheet
  4. 11. Quotes & PaymentsPayment Receipt GeneratorGive a receipt for a payment, including deposits and part-payments.Document builderYou get: PDFOpen receipt generator
  5. 12. Money & Cash FlowIncome and Expense TrackerRecord takings and costs with monthly totals.SpreadsheetDownload spreadsheet

Not covered yet

There is no appointment booking, client record card or consultation form. Tell us what would help.

Find more

This is a starting selection. Browse by task for everything else in the library:

Other types of business

Search all 85 resources