Nobody is 100% sure how many sessions a client has left.
Package and Membership Balances Tracked in a Spreadsheet
Interview: 30-45 minutes covering your package and membership structure. Build: about 48 hours.
Sound familiar?
What changes
Package and Membership Balances Tracked in a Spreadsheet
A single balance tracker for packages and memberships - one place that shows what each client has left, updates when a session is used, and flags upcoming expirations before they become an awkward conversation at the front desk.
What it replaces
The shared spreadsheet, and the guessing that happens when it is out of date.
Timeline
Interview: 30-45 minutes covering your package and membership structure. Build: about 48 hours.
From interview to a working tool
The interview covers your actual package and membership rules - how credits are earned, used, and expire.
We build a tracker matching those rules, tied to each client record.
Front desk staff update a balance in a couple of clicks instead of hunting through a spreadsheet.
Questions About Package and Membership Balances Tracked in a Spreadsheet
Specific to this workflow. For everything else, see the full FAQ.
Yes, as long as those rules are covered in the interview. Complex or unusual rules just need to be named upfront so the build matches them.
That can be scoped in if you want it, but the base build is a front-desk tool. A client-facing view is a separate, larger piece of scope worth discussing at the interview.