Custom Google Sheets + Automation for Lice Clinic (Invoice, Tracking, & Client Management)

We run a lice treatment clinic and already have a Google Sheets checkout statement and invoice template, but we need an expert to automate the workflow and make it seamless for our staff.

Here’s what we’re looking for:

Client Intake + Service Agreement Sheet

-Form-style sheet with client info, service selection, product purchases, and staff initials

-Auto-calculates time and cost based on $120/hr regular or $160/hr after hours

-Automatically duplicates per client and saves to Google Drive as LastName, FirstName – MM.DD.YY

Live Status Tracker

-Real-time dashboard to track service progress for multiple clinicians

-Color-coded and auto-pulls data from intake sheets

Invoice & Checkout Automation

-Uses our existing invoice template

-Auto-calculates subtotal, 20% hazard gratuity, 3.75% wellness fee, and product sales

-Generates clean, print-ready PDF invoices and saves to Google Drive with correct naming

Automation & Reporting

-Google Apps Script to connect all sheets and automate workflows

-Hazard gratuity automatically tracked in a separate sheet with date, client name, service, and staff initials

-Optional daily reset script to clear trackers and prep for a new day

We are attaching a PDF with a more detailed description of the project and images of our current system so you can clearly see what we have and what we need automated.

We need someone experienced in Google Sheets & Apps Script who can:

Make our workflow fully automated

Keep it user-friendly for non-technical staff

Handle multiple clinicians working at once without errors

If you can take our existing setup and make it run seamlessly, we’d love to work with you!