Spa & Wellness CRM
Track client treatment history, memberships, gift vouchers, and rebooking in one spreadsheet. The complete client management system for spas, massage therapists, and wellness practitioners.
What's Included
- Client profile with full treatment and therapist history
- Skin and body notes and treatment preferences per client
- Membership tier and expiry tracker
- Gift voucher issue and redemption log
- Retail product purchase history
- Birthday and anniversary outreach alerts
- Revenue dashboard by treatment type and therapist
- Lifetime updates
The Spa & Wellness CRM helps you deliver the experience clients come back for — remembering their therapist preference, their skin sensitivities, their membership status, and the birthday that deserves a personal message. Build the kind of client relationships that fill your books without advertising.
Know your clients deeply. Rebook them effortlessly.
Why a Spreadsheet CRM?
Spa and beauty management software like Treatwell, Mindbody, or Phorest costs $49–$150/month. For independent spas, wellness centres, and solo therapists with 50–400 active clients, this template captures every client detail that drives loyalty — for a single one-time payment.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Appointments this week, memberships expiring soon, revenue this month, new clients |
| Clients | Client database with contact, birthday, referral source, and loyalty status |
| Treatments | Visit history per client: date, service, therapist, duration, price, and notes |
| Preferences | Skin notes, body notes, allergies, favourite treatments, and therapist preference |
| Memberships | Active membership log with tier, start date, expiry, and sessions remaining |
| Gift Vouchers | Voucher issue log with value, recipient, expiry, and redemption status |
| Retail | Product purchase history per client for tailored recommendations |
Who It’s For
- Independent spas and beauty clinics with a regular client base
- Solo massage therapists and bodyworkers building client loyalty
- Holistic wellness practitioners managing 50–300 active clients
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at [email protected] and WhatsApp for quick questions. Most issues are resolved within a few hours.
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