Pro

Pro • Beta

Clientele Move Planner

Can your clientele support your move?

Thinking about leaving commission, changing salons, renting a chair or opening a suite? Model the clients you realistically expect to retain and see what that book could produce before you make the move.

Unlocked during beta.

This is a financial planning tool. You don't need to enter client names or contact information. Use initials or anonymous labels if preferred. Always follow your employment agreements, salon policies, privacy obligations and applicable laws regarding client information and communication.

Step 1

Start with your clientele

You never have to enter your whole book. Pick whichever path fits your time — everything stays on this device.

Import clients Coming soon

Bulk importing your client list will be available in a future release. Nothing to do today.

Step 2

The value of your current book

Clients entered
0
Expected appointments per month
0
Estimated monthly service revenue
$0
Estimated annual service revenue
$0
Average client annual service value
$0
Average appointment value
$0.00
Estimated tips (monthly)
$0
Estimated tips (annual)
$0

Tips are tracked separately and are never included in service revenue or profitability below.

Your bread & butter

Your highest-ticket service isn't always the service creating the most stability. Frequent, recurring appointments can create a strong foundation of predictable revenue.

Add clients to see which recurring services form the foundation of your book.

Step 3

Retention scenarios

No client is guaranteed to follow you. These are planning projections, not predictions.

Conservative

Fewer clients follow than you'd hope.

Estimated retained clients
0
Estimated appointments per month
0
Estimated monthly service revenue
$0
Estimated annual service revenue
$0
Estimated tips (separate)
$0

Likely

Your own High / Medium / Low ratings, as entered.

Estimated retained clients
0
Estimated appointments per month
0
Estimated monthly service revenue
$0
Estimated annual service revenue
$0
Estimated tips (separate)
$0

Strong retention

Most of the book follows you.

Estimated retained clients
0
Estimated appointments per month
0
Estimated monthly service revenue
$0
Estimated annual service revenue
$0
Estimated tips (separate)
$0

Step 4

What would independence cost?

Fixed expenses happen whether or not the chair is full. Variable expenses grow with every service you perform — enter those as a percent of service revenue so they aren't double-counted with the product costs already in My Menu.

Set up My Business to reuse your saved numbers here.

Fixed monthly expenses

Variable — percent of service revenue

Step 5

Show me the move

Estimates only — not guaranteed income. Tips are excluded from profitability.

Conservative

$0

Estimated monthly business profit before personal taxes

Projected service revenue
$0
Less fixed expenses
- $0
Less variable expenses
- $0
Estimated annual profit
$0
Tips (shown separately)
$0

Likely

$0

Estimated monthly business profit before personal taxes

Projected service revenue
$0
Less fixed expenses
- $0
Less variable expenses
- $0
Estimated annual profit
$0
Tips (shown separately)
$0

Strong retention

$0

Estimated monthly business profit before personal taxes

Projected service revenue
$0
Less fixed expenses
- $0
Less variable expenses
- $0
Estimated annual profit
$0
Tips (shown separately)
$0

Step 6

Break-even clientele

Monthly service revenue needed
$0
Approximate appointments per month
Approximate appointments per week

This covers your estimated business expenses only — not the income you want to take home and not your taxes. Appointment counts use the average appointment value from the book you entered.

Step 7

Readiness snapshot

Add your Quick start averages or individual clients, plus your estimated independent expenses, to see a financial snapshot.

From the mentor chair

Don't make the decision based only on your best-case scenario. If the move only works when almost every client follows you, that's something you want to know before you take on the overhead. And remember: financial readiness is only one part of going independent. You also need to decide whether you want the responsibility of running the business.

From the Mentor Chair

Everyone says I should get a suite. Should I?