Do I need to enable macros?

Yes. XL Agenda relies on VBA macros for appointment scheduling, payment logging, and reporting features. Enable macros when prompted to access full functionality.

Which Excel versions are supported?

Compatible with Microsoft Excel 2016 or later on Windows and Mac. Not supported in Excel Online or mobile apps.

Can I customize appointment time slots and reports?

Yes. Use the Settings panel to define custom time slots, currency formats, and backup preferences to tailor XL Agenda to your needs.

XL Agenda – Complete Appointment & Payment Management in Excel

Overview

XL Agenda is your all-in-one Excel-based booking system, tailored for professionals and SMBs that depend on scheduled appointments.

Effortlessly create, view, and manage bookings across clients and associates, track payments, and maintain complete transaction histories—fully automated with VBA macros and no coding required.

Key Features

Streamlined Appointment Scheduling: Select date ranges, preset time slots, and book sessions with a single click.
Client & Associate Management: Maintain master lists with contact info, session counts, and real-time balances.
Automated Payments & Balances: Log client and associate payments; the system calculates current balances instantly.
Comprehensive Bookings Log: Track every booking entry with notes and filters; export or backup logs in PDF format.
Transaction History Dashboard: View detailed session and payment history within custom date ranges, complete with summary metrics.
Customizable Time Slots & Settings: Define and add new appointment times through an easy Settings panel.

Use Cases

🧠

Therapy & Wellness Centers

Manage client appointments, track session history and automate billing for psychologists, therapists, and spas.

🏥

Medical & Health Services

Schedule patient visits, coordinate associate availability, and record payments for doctors and clinics.

🎓

Tutors & Educational Services

Organize lessons, maintain student records, and manage invoices for tutors, schools, and training centers.

💇

Beauty & Salon Professionals

Book hair and beauty services, track stylist schedules, and handle payments seamlessly.

How It Works

Configure Your Workspace: Add associates and clients in the master sheets, setting rates, contact details, and default time slots.
Schedule Appointments: Open the Calendar view, select a date and time, and book sessions with clients in one click.
Log Payments: After each session, record client payments; XL Agenda automatically updates outstanding balances.
Monitor Your Operations: Use the Bookings Log and Transaction History dashboards to filter, search, and review all entries in real time.
Export: Generate PDF reports with a click to share summaries.

Limitations

This Excel file uses VBA macros to automate processes. You must enable macros when prompted to access full functionality. The file is only compatible with Microsoft Excel desktop versions (2016 or later) and will not work in Excel Online or mobile environments. For step-by-step instructions on enabling macros and unblocking files, please see our Macros & Security Guide.

Screenshots

Calendar view: select date range and manage daily bookings in one sheet

Clients sheet: master list of clients with contact details and status

Associates sheet: manage service providers and their availability slots

Bookings Log: track all scheduled sessions with notes and filters

Transactions sheet: record payments and view outstanding balances

Transaction History: detailed view of payments and session history over time

Settings panel: configure default time slots

See It in Action

Ready to Take Control of Your Schedule?

Streamline appointments, client & associate management, and payments—all within Excel.

Buy Now – $219

Need custom integrations or additional features? Contact us to customize XL Agenda for your workflow.