---
title: "Supernova Scheduling Tool: Instructions and Best Practices | Supernova Consulting"
description: Instructions and Best Practices
---

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# [Supernova Scheduling Tool: Instructions and Best Practices | Supernova Consulting](https://supernovaconsulting.com/content-library/supernova-scheduling-tool-instructions-and-best-practices)

 Written by [Supernova Consulting](https://supernovaconsulting.com/content-library/author/supernova-consulting) | Nov 29, 2024 1:00:00 PM

1. Unlock: To unlock the spreadsheet:
2. Select the **Clients** tab and go into **Tools/Protection/Unprotect Sheet**
3. **Password: 12-4-2**.
4. Follow the same procedure for the **Butler** Tab.
5. These are the only two tabs that should be unlocked.
6. Enable: You must enable the security content in this workbook for the Macros to run.
7. For instructions on how to do this, refer to the Help Tab.
8. Enter: Enter your top 100 clients on the **Clients** tab.
9. Make sure to evenly distribute clients over the working days and months to create an even workflow from month-to-month.
10. This is the most important step as all of the other contacts are based around the two in-person reviews.
11. *Please note that the drop down next to the client's name will identify the two months in which the client will have an in-person review
12. Review Process:
13. At the top of the **Clients** tab, you will be able to see how many clients you have entered.
14. Once you have entered all of your clients into the **Clients** tab, the **Monthly Schedule** tab will identify what type of scheduled contact you have for that month, week and day.
15. Please note that only one month can be viewed at a time.
16. Choose which month you want to view by selecting the corresponding month from the drop down.
17. The year does not have a drop-down and will need to be manually entered.
18. On the **Monthly Schedule** tab, you can view each week individually by clicking the "**Create Week**" button.
19. This will direct you to the **Current Week** tab, which will give you a 5-day week view.
20. The **Butlers** tab allows you to inputs clients who do not fit the 12-4-2 model.
21. Clients entered into this tab will filter into the **Monthly Schedule** tab, but will be designated as quarterly contacts.
22. **Additional Notes & Recommendations:**
23. This spreadsheet contains many complicated formulas. Please do not alter the formulas as this could disrupt the 12-4-2 for your clients.
24. It is recommended that you manually enter your clients and make any changes to client names or entries in the **Clients** tab.
25. It is also recommended that you print out your Clients tab and each schedule as they are created for your records.

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