Client Scheduling Spreadsheet
Budget: ₹12,500 – ₹37,500 INR
I’m looking for a smart-yet-simple spreadsheet that lets me keep one clean client database and plan my workday, week, and month from the same file.
Here’s what I need built:
• A dedicated “Clients” sheet that stores contact details, service frequency and a free-form notes/comments field for each client.
• A scheduling area that shows daily, weekly, and monthly views in an easy-to-read calendar layout.
• Smooth linking between the two areas so I can click a client and see their upcoming appointments—or start an entry in the calendar and pull the client’s info instantly.
• Optional toggling for recurring events; I’m still deciding whether I’ll need that, so structure the file so it can be added or removed without rewriting everything later.
Keep formulas transparent, avoid macros unless absolutely necessary, and use clear labeling so I can maintain it myself after delivery. A brief walkthrough or inline documentation will help me understand how to add new clients, schedule tasks, and switch between views.
Deliver the finished spreadsheet (Excel or Google Sheets—your choice) along with any setup notes.
Here’s what I need built:
• A dedicated “Clients” sheet that stores contact details, service frequency and a free-form notes/comments field for each client.
• A scheduling area that shows daily, weekly, and monthly views in an easy-to-read calendar layout.
• Smooth linking between the two areas so I can click a client and see their upcoming appointments—or start an entry in the calendar and pull the client’s info instantly.
• Optional toggling for recurring events; I’m still deciding whether I’ll need that, so structure the file so it can be added or removed without rewriting everything later.
Keep formulas transparent, avoid macros unless absolutely necessary, and use clear labeling so I can maintain it myself after delivery. A brief walkthrough or inline documentation will help me understand how to add new clients, schedule tasks, and switch between views.
Deliver the finished spreadsheet (Excel or Google Sheets—your choice) along with any setup notes.