Business management desk with documents and a laptop

Resources

Everything we publish to help people running an appointment-based business in Portugal — no account and no commitment.

Tools and guides open with no sign-up. The Excel templates ask for your name and email before download.

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06 resources

  • Team arriving at a bright modern reception, one colleague marking their time on a tablet by the door
    ToolCompliance

    Time records compliance checker

    Seven questions on how you record working time, with a per-area result and the legal reference behind each one.

    Open
  • Smiling woman planning her holidays on a laptop, with a wall calendar, travel photos and a summer hat around her
    ToolTeam management

    Holiday entitlement simulator

    Days per person for the reference year, including the pro-rata rule for the year of hire.

    Open
  • Smiling clinic receptionist at the front desk, appointment calendar on screen, welcoming a patient
    GuideBusiness management12 min read

    How to choose the right scheduling software (2026)

    A jargon-free guide to choosing scheduling and management software: what to ask, what to compare, and where choices end up costing you later.

    Open
  • Team members pointing at a yearly wall planner with coloured markers while organising holidays
    TemplateTeam managementXLSX

    Annual holiday plan

    Spreadsheet with all twelve months, entitlement per person and days taken. Ready to display between 15 April and 31 October. Portuguese only in v1.

  • Team member filling in a working-hours sheet by hand at the entrance as colleagues arrive
    TemplateComplianceXLSX

    Working time record sheet

    For teams still on paper: in, out, breaks and daily total, with space for signature and correction trail. Portuguese only in v1.

  • Two colleagues checking a folder of certificates and licences in a bright modern office
    TemplateBusiness managementXLSX

    Credentials and expiry checklist

    Professional licences, insurance and certifications by role, with expiry date and renewal owner. Portuguese only in v1.