Enter or review these records before relying on the summary.
Suggested for your taskFor small appointment services and workshops
Appointment Capacity & Waitlist
See the open place before confirming another booking.
Compare session capacity with bookings at the review date, and see the current manual waitlist state separately.
Excel 2021, Excel 2024 or Microsoft 365 with XMATCH; native compatibility not verified. Spreadsheet software is separate.
- Format
- Excel · .xlsx
- Inside
- 8 worksheets
- Included
- Clean file + example + guide
$8.90USD · one-time priceVAT included where applicable. Other applicable taxes are shown at checkout.Explore the sheets Follow the real example
Check the capacity and fitWho it is for, supplied record limits and software requirements
The everyday problem
See the open place before confirming another booking.
Compare session capacity with bookings at the review date, and see the current manual waitlist state separately.
Optional guideNeed help getting started?Choose where to begin. All listed files are included.
Add the complete product to your cart whenever you’re ready. Use this guide only if you’d like help choosing what to open first; your choices do not change the product or its price.
Guide step 1 of 4
What would you like to do?
Pick a useful task, or build your own selection.
Which sheets would you explore first?
Choose your starting points. The workbook keeps all its connected sheets and formulas; this does not remove or rebuild worksheets.
Nothing selected yet.
Enter or review these records before relying on the summary.
Suggested for your taskEnter or review these records before relying on the summary.
Suggested for your taskEnter or review these records before relying on the summary.
Suggested for your taskEnter or review these records before relying on the summary.
Suggested for your taskEnter or review these records before relying on the summary.
Suggested for your taskEnter or review these records before relying on the summary.
Suggested for your taskEnter or review these records before relying on the summary.
Suggested for your taskWhich file would you open first?
Both files are included. Choose which one you would open first in a desktop spreadsheet application.
Your starting plan.
Your first file or method
Both XLSX files, all 8 connected sheets and the single included guide remain in the complete kit. Your selection identifies where to begin.
Read the complete setup guideThe complete product. Your starting choices do not change its contents or price.
Your choices help you understand the complete product. They do not alter its contents or price.
Both XLSX files, all 8 connected sheets and the single included guide remain in the complete kit. Your selection identifies where to begin.
Read the tasks, contents and file choices
Useful starting tasks
Set up people and services. Use the included START_HERE.pdf guide to follow one complete task in a disposable example copy.
Choose my own starting points. Explore the contents and select only the parts you would use first.
Contents to explore
- Dashboard: Enter or review these records before relying on the summary.
- Start: Enter or review these records before relying on the summary.
- Settings: Enter or review these records before relying on the summary.
- Staff: Enter or review these records before relying on the summary.
- Services: Enter or review these records before relying on the summary.
- Sessions: Enter or review these records before relying on the summary.
- Bookings: Enter or review these records before relying on the summary.
- Waitlist: Enter or review these records before relying on the summary.
Both files are included. Choose which one you would open first in a desktop spreadsheet application.
Explore the worked example: Fictional records show how the sheets work together. Save a disposable copy before trying a change. appointment-capacity-example.xlsx
Start my own working copy: Open the clean workbook after reading the guide. Keep the original and save a copy for your own records. appointment-capacity-clean.xlsx
Follow the complete first taskUse the included guide and a disposable example copy.
Your first useful session / Start with the example
Set up people and services
Follow this one complete task before entering your own records. Keep the blank original and save a working copy.
Name the people
Create a stable staff ID for each person who leads a session before assigning timed capacity.
Inspect StaffDefine the services
Record each service type and its duration in whole minutes before scheduling a session.
Inspect ServicesOpen a timed session
Choose its service and staff IDs, exact start and end, and available places; inspect overlap warnings.
Inspect SessionsConfirm places
Add one person per confirmed booking and enter a dated cancellation only when it occurs.
Inspect BookingsKeep waiting requests separate
Record requests and offers on Waitlist; an offered place is not a confirmed booking.
Inspect Waitlist
EVERY WORKSHEET / ACTUAL EXAMPLE FILE
See what you enter.
Understand what updates.
Inspect all 8 sheets. These are images of the delivered example, with fictional records. Open an image to read its full detail.
Actual example worksheet · Preview range A1:E29. Image only; entries are made in your downloaded workbook.
Dashboard
Dashboard: Labelled results and source warnings.
- You enter
- Review linked input records
- Calculated or supplied reference
- Labelled results and source warnings
Actual example worksheet · Preview range A1:D40. Image only; entries are made in your downloaded workbook.
Start
Start: The first task and route through the sheets.
- You enter
- Read the route through the file
- Calculated or supplied reference
- First useful task
Actual example worksheet · Preview range A1:D27. Image only; entries are made in your downloaded workbook.
Settings
Settings: Review date and chosen assumptions.
- You enter
- Review date and assumptions
- Calculated or supplied reference
- Chosen settings
Actual example worksheet · Preview range A1:D14. Image only; entries are made in your downloaded workbook.
Staff
Staff: 50 supplied input rows.
- You enter
- Record ID, Staff / facilitator, Reference / short note
- Calculated or supplied reference
- Input check
Actual example worksheet · Preview range A1:E14. Image only; entries are made in your downloaded workbook.
Services
Services: 80 supplied input rows.
- You enter
- Record ID, Service, Duration minutes, Reference / short note
- Calculated or supplied reference
- Input check
Actual example worksheet · Preview range A1:J14. Image only; entries are made in your downloaded workbook.
Sessions
Sessions: 160 supplied input rows.
- You enter
- Record ID, Service ID, Staff ID, Starts, Ends, Places
- Calculated or supplied reference
- Confirmed places, Places open, Waiting requests
Actual example worksheet · Preview range A1:H14. Image only; entries are made in your downloaded workbook.
Bookings
Bookings: 320 supplied input rows.
- You enter
- Record ID, Session ID, Person reference, Confirmed on, Cancelled on, Reference / short note
- Calculated or supplied reference
- Place state
Actual example worksheet · Preview range A1:H14. Image only; entries are made in your downloaded workbook.
Waitlist
Waitlist: 300 supplied input rows.
- You enter
- Record ID, Session ID, Person reference, Requested on, State, Offer sent on, Reference / short note
- Calculated or supplied reference
- Input check
Follow the supplied fictional exampleRead the inputs and the result together
From the supplied fictional example
The supplied fictional example
One 60-minute session has two places. Person A confirmed before the review date and Person B requested a waitlist place. The session therefore shows one confirmed place, one open place and one waiting request.
- Places in the session
- 2
- Confirmed booking
- 1
- Waiting request
- 1
- Confirmed
- 1 place
- Open
- 1 place
FOLLOW THE ACTUAL EXAMPLE FILE
The supplied fictional example
Fictional records from the supplied example XLSX. Follow the same references through the sheets, then start your own clean copy.
The records behind the result
Places in the session 2
Confirmed booking 1
Waiting request 1
One 60-minute session has two places. Person A confirmed before the review date and Person B requested a waitlist place. The session therefore shows one confirmed place, one open place and one waiting request.
- Confirmed
- 1 place
- Open
- 1 place
This is an explanation of the downloadable workbook, not an online editor. Its complete clean and worked files are included. Save a working copy. Manual entry, with no automatic sync or external connections.
Inspect the actual worksheetsFrom setup to a regular review
How you use it.
Open the 3-step setup and review routineInputs, calculations and the decision each step supports
- 01
Set up people and services
You enterCreate a staff ID and each service duration in whole minutes.
CalculatedEach staff member and service has its own session reference.
Your next stepReview the labelled results and correct source warnings before acting.
- 02
Open the timed session
You enterEnter exact start/end times, a staff ID and its actual capacity. Overlapping sessions for the same staff are warned.
CalculatedConfirmed bookings occupy session places at the review date.
Your next stepReview the labelled results and correct source warnings before acting.
- 03
Record places and requests
You enterEnter confirmed bookings, dated cancellations and separate waitlist requests. Review open places before confirming another person.
CalculatedWaiting requests stay separate from confirmed capacity and cancellations release places.
Your next stepReview the labelled results and correct source warnings before acting.
8 sheets. Inspect each one.Inputs, outputs and when to use every worksheet
DashboardOpen sheet details
Editable inputs
- Review linked input records
Calculated or reference
- Labelled results and source warnings
Enter or review these records before relying on the summary.
Inspect the actual Dashboard sheetStartOpen sheet details
Editable inputs
- Read the route through the file
Calculated or reference
- First useful task
Enter or review these records before relying on the summary.
Inspect the actual Start sheetSettingsOpen sheet details
Editable inputs
- Review date and assumptions
Calculated or reference
- Chosen settings
Enter or review these records before relying on the summary.
Inspect the actual Settings sheetStaffOpen sheet details
Editable inputs
- Record ID, Staff / facilitator, Reference / short note
Calculated or reference
- Input check
Enter or review these records before relying on the summary.
Inspect the actual Staff sheetServicesOpen sheet details
Editable inputs
- Record ID, Service, Duration minutes, Reference / short note
Calculated or reference
- Input check
Enter or review these records before relying on the summary.
Inspect the actual Services sheetSessionsOpen sheet details
Editable inputs
- Record ID, Service ID, Staff ID, Starts, Ends, Places
Calculated or reference
- Confirmed places, Places open, Waiting requests
Enter or review these records before relying on the summary.
Inspect the actual Sessions sheetBookingsOpen sheet details
Editable inputs
- Record ID, Session ID, Person reference, Confirmed on, Cancelled on, Reference / short note
Calculated or reference
- Place state
Enter or review these records before relying on the summary.
Inspect the actual Bookings sheetWaitlistOpen sheet details
Editable inputs
- Record ID, Session ID, Person reference, Requested on, State, Offer sent on, Reference / short note
Calculated or reference
- Input check
Enter or review these records before relying on the summary.
Inspect the actual Waitlist sheetFiles, capacities and practical limitsRead these before choosing your working copy
The download
Files with a purpose.
START_HERE.pdf
One four-page guide: first session, file index, practical limits, recovery and license.
appointment-capacity-clean.xlsx
Empty workbook. Save As a working copy before entering records.
appointment-capacity-example.xlsx
The same workbook with fictional records and checked results.
English instructions, sheet names and field labels.
Before you choose
Fit and practical limits.
- For small appointment services and workshops
Understand the boundaries.
- Save a working copy. Manual entry, with no automatic sync or external connections.
- Supplied tables have fixed capacities. Extend formulas, tables and validation together before using extra rows.
- Keep source units and metric definitions consistent. Blank means unknown; enter 0 only for a confirmed zero.
- Resolve the highlighted input rows before relying on the summary.
- Uses exact-mode XMATCH. Requires Excel 2021, Excel 2024 or Microsoft 365; older Excel editions are not supported. Native Excel, Google Sheets and Numbers have not been verified.
- A Session is one timed service with a finite number of places. A person may have only one active booking for that session.
- A waitlist request is never an automatic booking. An offer remains on the waitlist until a separate booking is confirmed.
- Closed is a current manual waitlist state without a closure date; earlier waitlist counts cannot be reconstructed from that state.
- This is a manual capacity register. It sends no invitations or reminders and does not process payments or measure travel time.
Excel 2021, Excel 2024 or Microsoft 365 with XMATCH; native compatibility not verified. Local digital-engine tests are separate from native application verification.
Appointment Capacity & Waitlist / Version 1.0
Your own working copy.
Clean workbook, separate example and one START_HERE.pdf guide covering setup, practical limits and the internal-use license.
$8.90USD · One-time purchaseVAT included where applicable. Other applicable taxes are shown at checkout.
Desktop spreadsheet software required; it is not included. Native Excel compatibility is still awaiting verification.
Private preview. Purchases are unavailable while the files and delivery are verified.
Questions about this workbook
The details that affect your choice.
Must I connect an account?
No. The workbook uses manually entered records and has no external connection.
Can I add unlimited records?
No. Supplied capacities are listed. Extend formulas, tables and validation together before using additional rows.
Why does the result ask me to review inputs?
Correct the highlighted Input check at its source. Keep a backup before changing IDs, dates or assumptions; do not replace a formula with a typed result.