Client, Booking & Payment Tracker cover with real filled-in pages fanned behind it
Money · Spreadsheet

Client, Booking & Payment Tracker

Know which off-app client still owes you without texting reminders from memory.

  • Excel .xlsx
  • 8 tabs
  • Live formulas

Instant download · you pay once · type in your own numbers

Or get it in the Money Set with 3 more: Dog Walking Rate Calculator, Income, Expense & Mileage Tracker, Invoice.

$20.00 instead of $40.96 for the 4 one by one · you save $20.96

Look inside the workbook

Tabs shown with the sample rows on, rendered from the workbook’s own cells (not a screenshot of Excel). The sample rows switch off in one step.

Dashboard tab with sample clients (view rendered from the file's cells)
Dashboard tab with sample clients (view rendered from the file's cells)
Bookings tab with sample rows (view rendered from the file's cells)
Bookings tab with sample rows (view rendered from the file's cells)

What you get

Keep every client, walk and payment in one place and see each client's balance, including late cancellations, partial payments and price changes.

Specs

File
Excel .xlsx
Tabs
8
Formulas
live
Rows
5,000 bookings, 2,000 payments, 60 clients, 30 services
Capacity tested
15 clients, every weekday of a year (3,789 bookings)
Tested in
Python formula engine (formulas 1.3.4): edit, save, reopen, recalculate; not opened in Excel, Google Sheets, Numbers or LibreOffice

Inside

  • Start here tab with how-to and a worked example
  • Dashboard: money owed, paid ahead, this week's bookings, who owes you
  • Bookings, Payments, Clients & dogs (forms signed with dates), Services with dated price changes
  • Month by month: walks per client and money per month
  • Sample rows you switch off in one step

Before you buy

  • You need: Microsoft Excel (desktop, Mac or Excel for the web)
  • Excel .xlsx file; not tested in Google Sheets, Apple Numbers or LibreOffice
  • No macros; sheets are protected without a password so formulas are not typed over by accident
  • USD only
  • Records only; does not send invoices, reminders or take payments
  • One file per year; a new year starts from a fresh copy with balances carried over by hand
  • Up to 5,000 bookings, 2,000 payments and 60 clients

Questions

What do I need to use it?

Microsoft Excel (desktop, Mac or Excel for the web).

Can I put my own business name, prices and photos in?

Your business name, services and prices, late-cancel fee, payment methods, clients

Which apps was it tested in?

Excel .xlsx file; not tested in Google Sheets, Apple Numbers or LibreOffice

How do I get the file?

Delivery is by email only after payment. Each download link is valid for 30 days and allows up to 10 downloads. If no email arrives, contact hello@dogwalkingtemplates.com.

Is it cheaper in the Money Set?

The Money Set holds this spreadsheet and 3 more for $20.00; the 4 bought one by one cost $40.96.

More for money

See all forms, trackers and sets

Money · Form

Invoice

1 page · Letter + A4 · Word + editor

Find clients · Flyer

Dog Walker Flyer

3 layouts · Letter + A4 · Editor + PDF

Client, Booking & Payment Tracker

Excel .xlsx · 8 tabs · Live formulas · instant download

Client, Booking & Payment TrackerExcel .xlsx · 8 tabs · Live formulas