✦ HAVENLY LIFE • THE PLANNING STUDIO ✦

Appointment
Tracker

Keep upcoming appointments, bookings, follow-ups and important dates together so you always know what is booked, when it is happening and what needs preparing.

Add appointments as soon as they are booked, keep the date, time, location and reason together, and track whether you need to prepare, reschedule, follow up or record the outcome afterwards.

🗓️ MASTER LIST OVERSORT BY Book It.
Prepare For It.
Keep Track.

✦ YOUR APPOINTMENTS ✦

Set Up Your Appointment Tracker

Give your tracker a name and choose how you want to sort appointments. Everything saves automatically on this device.
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MASTER LIST OVERSORT BY

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✦ THE BIG THINGS ✦

Your Top 3 Upcoming Appointments

Keep three upcoming appointments visible so you can see what needs preparing for first without scanning the whole list.
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RESORT BY 01

Wins & Progress

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RESORT BY 02

What Worked

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RESORT BY 03

What Felt Hard

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RESORT BY 04

Life Lately

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RESORT BY 05

Lessons & Growth

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RESORT BY 06

Looking Forward

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✦ MAKE APPOINTMENTS EASIER TO MANAGE ✦

Appointment Check-In

Use these prompts to keep upcoming bookings realistic and make sure nothing important is forgotten before you go.
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✦ BEFORE YOUR APPOINTMENT ✦

A Quick Appointment Check

Before the appointment, check the time, location and anything you need to bring. After it, add any follow-up while the details are still fresh.
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✦ KEEP THESE VISIBLE ✦

Things That Make Appointments Easier

Keep addresses, questions, forms, reference numbers and what you need to bring together so appointment day feels much less rushed.
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✦ APPOINTMENT NOTES ✦

Notes & Brain Dump

Keep extra reminders, context or thoughts here so they stop floating around in your head.
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✨ Saved automatically Your 90 day goals, monthly focus points and notes are stored on this device.

✦ HAVENLY LIFE PRINTABLE ✦

Havenly Life Year at a Glance Printable

✦ DIGITAL PRINTABLE ✦

Prefer to keep your appointments on paper?

Use the matching Havenly Life Appointment Tracker printable to keep dates, times, providers, reminders, preparation notes and outcomes together away from the screen.

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Printable Format Designed for easy home printing
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Appointment Tracker Keep appointments organised
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Havenly Style Lavender, cream, sage & gold

YOUR PRINTABLE INCLUDES

✓ Appointment ✓ Appointment type ✓ Date ✓ Time ✓ Location / provider ✓ Priority ✓ Status ✓ Reminder date ✓ Reason ✓ What to prepare / bring ✓ Outcome / follow-up ✓ Notes
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Appointments are easier when the date, time, location, reason and anything you need to prepare are all visible in one place.

🖨️ SORT BY THE DIGITAL PRINTABLE Appointment Tracker →

You'll be taken to the printable page where you can view the full Appointment Tracker sheet and access the digital version.

✦ You do not need to rely on memory for important bookings when one tracker can hold the details for you. ✦