How to Install

There’s nothing to install, really — every tool in this kit is a web page that runs right on your computer. Here’s how to open them and keep them handy.

Step 1 — Unzip the download

Mac: double-click the .zip file. A folder appears with the same name.
Windows: right-click the .zip → Extract All… → Extract.
Open the new folder. You’ll see six web pages (the four tools, Start Here.html, and this page) plus a logo image. Keep them together in the same folder.

Step 2 — Start here

Double-click Start Here.html — it opens in your web browser and links to all four tools.
From there, open any tool: the Time Tracker, Client Session Notes, Weekly Workload Planner, or the Booking Process Check-Up.
If a file opens as code instead of a page, right-click it → Open With → choose your browser.

Open Start Here →

Step 3 — Keep them one click away

With a tool open in your browser, bookmark it (Ctrl/Cmd + D) so it’s always a click away.
Prefer a desktop shortcut? Keep the folder somewhere easy — like your Desktop or Documents — and make an alias/shortcut to the file you use most.

Keep the files where they live. The Time Tracker, Session Notes, and Planner save what you type in your browser, tied to each file’s location. If you move or rename a file later, bookmark the new spot so your data stays with you.

Good to know

Works offline. Once a tool is open, you don’t need internet. (A connection just loads the brand fonts — everything works without it.)

Your data is private. Nothing is uploaded. Everything stays in your browser on your computer.

On a phone or tablet? The tools work, but they’re built for a laptop or desktop where you do your billing and planning. For the best experience, open them there.

Back up now and then. Use the Export or Print / Save as PDF buttons to keep your own copies — your safety net if you ever clear your browser or switch computers.