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Excel to system

Turn your Excel bookings sheet into a reservations and booking system

An appointment sheet works while one person takes the bookings. Upload the file and Fanann proposes a full booking system: a day and week calendar, services and staff, a status for each appointment and a visit history per client. Your past and upcoming bookings come with it.

Start with your fileThe steps
Excel and CSV up to 10 MBYour data is imported with the buildPart of the paid plans
Why now

When does the Excel file stop being enough?

1

Two appointments in the same slot

Two people open the file at once and book the same slot, and the clash only shows when both clients arrive.

2

No picture of the day

Long rows in the order they were typed, not a calendar that shows who is coming in an hour.

3

The client has no history

To find a client’s last visit or usual service you search through hundreds of rows.

Sample columns

What does each column in your file become?

These are common columns in a file like this, what Fanann reads from them and how they show up in the system.

Column in your fileRead asBecomes in the system
Client nameText

Becomes a clients module, with each booking linked to its client.

PhonePhone

A phone field in one format, used to recognise a returning client.

ServiceCategory

A services module, a pick list when booking and a most-requested-services report.

Staff memberCategory

A calendar filter so you see each staff member’s schedule.

Appointment date and timeDate

The basis of the day and week calendar.

StatusCategory

Confirmed, cancelled, attended, no-show: filters and counts.

Paid?Yes / no

A yes / no field, and from it a list of unpaid bookings.

If the date is in one column and the time in another, that is fine: review both types on the reading screen and adjust them before the build if needed.
The proposed system

What does Fanann propose for a file like this?

A proposal you see before the build and can adjust: switch off a module, rename a field, or add what is missing in a sentence.

Screens

  • A day and week calendar
  • A bookings table with search and filters
  • A client card with their visit history
  • A new-booking form

Reports

  • Bookings today and this week
  • Most requested services
  • Cancellations and no-shows

Roles

  • A manager who sees every booking and report
  • A receptionist who books and edits
  • A staff member who sees only their schedule
The steps

Five steps to turn your Excel bookings sheet into a reservations and booking system

  1. 1

    Prepare the bookings sheet

    One booking per row. Keep the date and time in one format in every row, and spell services and staff names the same way so one service is not read as two.

  2. 2

    Upload it in “Excel to App”

    In the Fanann dashboard open “Excel to App” and upload the .xlsx or .csv file, up to 10 MB.

  3. 3

    Review what Fanann read

    Check that the appointment column was read as a date and that services and statuses appear as categories with the right values, and look at the number of bookings and clients.

  4. 4

    Adjust the proposed system

    Describe how you work: how long each service takes, opening hours, and whether you want clients to book for themselves on a public page.

  5. 5

    Build it and try it with this week’s bookings

    After the build open the week calendar and check your upcoming appointments. Then record every new booking in the system alone.

An example description to send with the file

A booking system for a salon with three stylists. The receptionist books and edits, and each stylist sees only her own schedule. Service length depends on the service, and I want to prevent two bookings for the same stylist at the same time.

Plainly: the limits you should know

.xlsx · .csvExcel and CSV files. From Google Sheets: download it in either format, then upload.
10 MBThe maximum size of one file.
5,000rows per sheet, roughly, are imported at build time; bring in the rest later from the Control Center.
Paid plansExcel to App is part of the paid plans. The Control Center you manage your data with is in every plan.
FAQ

Questions people ask

How do I turn my Excel appointment sheet into a booking system?
Upload the bookings file in “Excel to App”. Fanann reads the columns and proposes a system with a calendar, services, statuses and a client history, then builds it with your bookings inside.
Can clients book for themselves online?
The file gives you the bookings admin and its history. If you want a public booking page where clients pick the service and time, mention it in the description so it is built with the system, or add it later by chat.
Does the system prevent double bookings?
State the rule in the description (for example: no two appointments for the same staff member at the same time) and it is built into the system’s logic. Unlike a file, everyone shares one database, so there are no two conflicting copies.
Can I send clients a reminder before their appointment?
Yes, through Connectors: add the key of the messaging service you use (WhatsApp Business, for example) and ask for the reminder in the chat; Fanann wires it into your system.
How many bookings can I import from the Excel file?
Fanann accepts Excel and CSV files up to 10 MB. About 5,000 rows per sheet are imported at build time, and Fanann tells you what was left out. Any bookings beyond that can be imported later as a CSV from the Control Center.
Is turning my bookings file into a system free?
Excel to App is part of Fanann’s paid plans. Signing up is free, and you can try Fanann and plan mode before deciding. After the build you manage your bookings from the Control Center, which is included in every plan.
Excel to system

Other files that become systems

Excel to App

The feature page: how Fanann reads your file, what it proposes and how it builds the system with your data inside.

See the feature

Customer management system (CRM)

Your customer sheet becomes a CRM: a card per customer, a contact log and follow-ups nobody forgets.

Customer namePhoneCitySourceSteps and columns

Inventory and warehouse system

Your item sheet becomes an inventory system: live balances, low-stock alerts and a movement log per item.

Item nameItem code (SKU)QuantityReorder pointSteps and columns

Invoicing system

Your invoice log becomes a system: invoices per customer, a clear payment status and a list of what is overdue.

Invoice numberCustomerInvoice dateDue dateSteps and columns

Employee and HR tracker

Your staff sheet becomes a system: a file per employee, leave balances and requests that get approved instead of messaged.

Employee nameEmployee IDDepartmentJob titleSteps and columns

How to turn an Excel file into a complete system

The full step-by-step guide: preparing the file, uploading it, reviewing what Fanann proposes, building, then the day you move from the file to the system.

Read the guide
How to turn an Excel file into a complete systemHow to build a clinic appointment systemControl Center: manage your data after the buildPlans and pricing

Your file is ready. Your system is one upload away.

Upload the Excel file, review what Fanann proposes and get a system running on your data. Excel to App is part of the paid plans, and signing up is free.