CLEAN workbook
Blank operating file for your real business after setup. Keep an untouched backup and work from a saved copy.
LIVE PRODUCT DOCUMENTATION · MICROSOFT EXCEL
Permanent setup, tutorial, compatibility and troubleshooting documentation for the 19-sheet SellerFuture system. Keep this URL bookmarked: the support page can be updated without changing the link printed in your guide.
The tutorial covers the workbook structure and intended operating sequence. To reduce unnecessary third-party loading, YouTube is embedded only after you choose to play it.
Keep the original download untouched. Review the EXAMPLE workbook first to see how records connect, then save a working copy of the CLEAN workbook for your real business.
Blank operating file for your real business after setup. Keep an untouched backup and work from a saved copy.
Filled reference file for learning the intended workflow. Do not turn it into your live file by deleting the sample records.
Keep untouched copies of both downloaded workbooks before making changes.
Inspect TODAY, DASHBOARD, DAILY ROUTE, INVOICE and representative records to understand the flow.
Choose reporting year, currency, distance and weight units, then complete business and contact information.
Create the client record first so pet records can connect to the correct owner.
Build the active service catalog and maintain effective pricing records before creating bookings.
Use BOOKINGS as the operational source, then use DAILY ROUTE, VISIT LOG, PAYMENT TRANSACTIONS and FOLLOW-UPS as work progresses.
TODAY, DASHBOARD and REPORTS depend on the records underneath them.
Payment and service delivery may occur in either order depending on the booking. RECURRING SCHEDULES plans recurring demand; it does not automatically create operational bookings. DAILY ROUTE plans order, timing and distance; it is not GPS route optimization.
100 clients · 200 pets
50 services · 100 pricing-history records · 50 pricing-calculator scenarios
300 bookings · 100 recurring schedules · 50 daily-route stops
300 payment/refund transactions · 400 visit-log entries
300 expenses · 300 mileage/travel records
300 follow-ups
Designed for Microsoft Excel 2021, Excel 2024 and Microsoft 365 Excel.
USD, GBP, EUR, CAD and AUD currency codes, dd-mmm-yyyy dates and miles/km distance labels.
Google Sheets and Apple Numbers compatibility is not claimed. Importing the XLSX files elsewhere may change formulas, dropdowns, validations or formatting.
Add it only to the appropriate yellow customizable list in SETUP, in the first empty yellow cell. Keep active options contiguous and do not modify teal system-controlled lists.
Confirm the source client, pet, service, booking or schedule exists and has not been removed by structural edits. Test in Microsoft Excel rather than assuming another spreadsheet app reproduces the same validation behavior.
This is expected. RECURRING SCHEDULES plans recurring demand; confirmed operational bookings are created separately.
This is expected. DAILY ROUTE is a planning register for order, timing and distance; it is not a GPS routing engine.
Check the reporting year/month and the underlying bookings, visits, payments, expenses, travel and follow-up records. Management views can only summarize records that have been entered and pass the workbook checks.
Check SETUP and your Excel regional settings. Changing unit labels does not convert existing values, and decimal separators can follow the local Excel/operating-system locale.
Client, pet, access, health-context and payment-status records can contain sensitive business information. Keep backups before bulk changes and use appropriate device security, sharing controls and retention practices for your circumstances.
Use this documentation first. If you still need help, contact SellerFuture at support@sellerfuture.com.
Use Etsy Messages from the purchase/order context so the conversation stays connected to the transaction.
Open the Etsy ListingReview the full product scope, current Etsy offer and real workbook view before checkout.