Invoicing and money · IM-23

Client Appointment and Payment Log

A free printable appointment log — date, time, client, service, charged, paid, how, still owing and the next visit.

Download Free · no sign-up

One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.

Print it and write on it

A4 44 kB US Letter 44 kB

Fill it in type and save

A4 141 kB US Letter 141 kB

The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.

What this sheet is for

Run a week of appointments and the money that goes with them from one page.

Who it is for

Mobile trades, salons, tutors, groomers, cleaners, gardeners, therapists and anyone whose day is a list of visits.

How to use it

One line per appointment, filled in on the day.
Record what was charged and what was actually paid — they are not always equal.
The owing column is your debtor list. Look at it weekly.
Book the next visit before you leave and write it down.

What is on the sheet

One page, top to bottom:

Printed under the title: Appointments kept and money taken, for a business that sees clients one at a time.

One line per visit. For mobile trades, salons, tutors, groomers, gardeners, cleaners — anyone whose day is a list of visits. One line per appointment tells you who came, what it was, what they paid and what is still owed.

Write-on lines: Business · Week beginning · Sheet · Kept by

Table, 13 rows: Date · Time · Client · Service · Charged · Paid · How · Owing · Next visit

Write-on lines: Taken this week · Still owed · Appointments kept

Questions

Is it safe to keep this on paper?

It holds other people's personal details, so keep it somewhere secure, show it to no more people than need it, and destroy it once there is no longer a reason to hold it. Data protection law applies to a sheet of paper exactly as it does to a database.

Why separate charged from paid?

Because a diary that only records bookings tells you nothing about who still owes you money, which is the thing small service businesses most often lose track of.