Looking for samples of Client List Database where Dates and/or Number of Visits can be tracked

Dawn_G

New Member
Joined
Nov 7, 2019
Messages
2
Hello all. I'm a basic Excel user trying to create a spreadsheet for a friend - also a basic Excel user - who owns a dog grooming business. It will be your standard client list, with a few special columns like:


  • Special Needs (like muzzle - will bite, or soothing oatmeal shampoo for skin, etc.).
  • Time Needed (some dogs have long hair vs. short, but also scared dogs also need more time to do things slowly so they're not stressed; the time won't be tracked, it will just help her understand how long that dog needs when an appointment is requested -- usually by phone call or text)
  • Products Used (I'm hoping this will eventually help her track her supply needs)

What I'd also like to do is help her track the dates of the visits, so she can reward her "frequent flyers" and/or help her follow up on someone who hasn't come in for some time. Below is a basic example of what I'm thinking.

Is there a better way to track these visits other than 25-100 columns called DATE for each customer row?

Could I create ONE column called VISITS and put in a link to take me to another worksheet within the workbook where these dates could be registered? If so, how so I link those visits up with the correct client?

Any an all ideas are welcome! Thanks.

ClientIDFirstNameLastNameDogNameBreedSpecNeedsTimeProductsStreetCityStateZipCell#Other#DateDateDateDate
1SusanBrownSkippyShih TzuNone1 HrSilk Conditioner123 MainAnywhereKY40000123-456-78938/6/1910/6/19
2JoeWhiteRascalJack RusselMuzzle45 MinOatmeal Shampoo484 FirstAnywhereKY40000123-987-7515123-987-86446/5/199/5/1912/10/19
3ChrisBlackKillerYorkieScared easily1 Hr 30 MinSilk Conditioner632 SixthAnywhereKY40000123-258-97137/7/198/22/1910/10/1911/24/19

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Cooki

Board Regular
Joined
Jul 31, 2018
Messages
75
Hi Dawn

As you have already said you could have another sheet where you record each visit on, your visit sheet, then have a front page to auto track how many visit that person has had.

A simple count of the client ID from the visit sheet to your front page would work.

The unique ID for the customer is the number that would never change for that customer, so counting that ID would give you the answer you wanted

Store the information of the visits on another sheet and then on your front page create column called what ever you wanted Number of Visits

Type: =COUNTIF(Visits!B:B,Sheet1!B3)

then drag it down and you will get a count of number of visits

ID Visit Date
1SusanBrownSkippy12/12/2019
2JoeWhiteRascal01/11/2019
3ChrisBlackKiller01/01/2019
1SusanBrownSkippy02/10/2019
2JoeWhiteRascal02/02/2019
3ChrisBlackKiller02/02/2018
1SusanBrownSkippy01/01/2019
2JoeWhiteRascal02/02/2019
3ChrisBlackKiller01/07/2019

<colgroup><col span="4"><col></colgroup><tbody>
</tbody>


lientIDFirstNameLastNameDogNameBreedSpecNeedsTimeProductsStreetCityStateZipCell#Other# Visits
1SusanBrownSkippyShih TzuNone1 HrSilk Conditioner123 MainAnywhereKY40000123-456-7893 3
2JoeWhiteRascalJack RusselMuzzle45 MinOatmeal Shampoo484 FirstAnywhereKY40000123-987-7515123-987-86443
3ChrisBlackKillerYorkieScared easily1 Hr 30 MinSilk Conditioner632 SixthAnywhereKY40000123-258-9713 3

<colgroup><col span="14"><col></colgroup><tbody>
</tbody>


Hope this is what you was after
 

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