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Templates/Salon Client Retention Tracker

Salon Client Retention Tracker.

See which stylists rebook clients and who is overdue for a visit.

Live demo coming soonLocal services · Analytics
Demo screenshot coming soon

About this template

Pulls every appointment into one view so you can see rebooking rate by stylist, average ticket, and visit frequency. Flags clients who have not been in for 8 or more weeks so the front desk knows exactly who to call. Filter by stylist, service type, or date range.

The live demo ships with sample data: Seeded with 6 stylists and about 1,400 appointments over 9 months across cut, color, and treatment services, including rebooked-at-checkout flags and ticket totals for roughly 380 clients.

The prompt behind this template

This is the exact description the Prized agent built it from. Yours can be one sentence: the agent fills in the rest, and you refine from there.

Show the full prompt

Build a client retention tracker for Velvet & Vine Salon, an eight-chair salon in Nashville, so the owner sees which of her six stylists rebook clients and the front desk knows exactly who to call. Layout. Top: four stat cards: Rebooking Rate 62%, Average Ticket $86, Overdue Clients (8+ Weeks) 14, Average Weeks Between Visits 5.8. The main region has two tabs. The Stylists tab holds a leaderboard table sorted by rebooking rate descending: Stylist, Appointments Last 90 Days, Rebooking Rate, Average Ticket, Unique Clients, Overdue Clients. Rebooking rate renders as a colored badge: green at 65 percent and above, amber 50 to 64, red below 50. Below the leaderboard sit two charts side by side: a bar chart of rebooking rate by stylist and a donut of appointments by service type (cut, color, treatment). The Call List tab is the front desk view: a table of every client not seen in 8 or more weeks, sorted by weeks since last visit descending, with Client, Usual Stylist, Last Service, Weeks Since Last Visit, Lifetime Visits, Average Ticket, and a Contacted toggle the desk flips after calling. The weeks value shows amber from 8 to 12 weeks and red past 12. Header filters apply to both tabs: stylist dropdown, service type dropdown, and a date range selector offering last 12 weeks, last 6 months, and last 9 months, defaulting to last 9 months. A Log Appointment button opens a dialog capturing client (with an option to add a new client inline), stylist, service type, ticket amount, date, and a Rebooked at Checkout toggle. Seed six stylists (Renee Alvarez, Mia Tran, Jules Carter, Sasha Boone, Grace Kim, Tony Marsh), 45 clients with realistic names, and about 145 appointments spread over the last 9 months, weighted toward the most recent 12 weeks, so every view is populated on first load. Services: cuts $45 to $75, color $120 to $190, treatments $60 to $110, occasional combined tickets up to $240, each appointment carrying a rebooked-at-checkout flag. Space each returning client's consecutive visits 4 to 7 weeks apart; not every client needs a visit in every month. Plant the story: Jules Carter posts the highest average ticket at $118 but the lowest rebooking rate at 38 percent, and 6 of the 14 overdue clients are hers, so the leaderboard, the bar chart, and the call list all point at the same coaching conversation. Rebooking rate, average ticket, weeks between visits, and overdue detection are computed; appointments and clients are entered. Use a warm copper brown accent for primary actions, chart emphasis, and the active tab, on a clean light neutral base.

Works with your data

The demo runs on sample data. Once it is in your workspace, connect the real thing:

  • Google Sheets
  • Stripe
  • Twilio

How templates work

  1. 1. Open the live demo. It is a real tool, not a mockup.
  2. 2. Use this template to get your own editable copy.
  3. 3. Prompt changes in plain language until it fits.
  4. 4. Connect your data and share it with the team.

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