Free Salon Client Consultation Checklist

This checklist ensures a thorough understanding of your hair and skincare needs, aligning our services with your expectations while prioritizing your safety and satisfaction.
Client Reception
Greet [Your Client / Subscriber / User Name] warmly upon arrival.
Confirm appointment details including selected services for accuracy.
Offer a beverage or reading material while [Your Client / Subscriber / User Name] waits.
Check and update client contact information such as [Your Client / Subscriber / User Email] and [Client Phone Number].
Inform [Your Client / Subscriber / User Name] about ongoing promotions and loyalty programs.
Hair Consultation
Discuss current hair care routine and products used by [Your Client / Subscriber / User Name].
Analyze the scalp and hair condition of [Your Client / Subscriber / User Name] for any noticeable issues.
Review recent hair treatments and chemical processes [Your Client / Subscriber / User Name] underwent.
Discuss and set achievable goals for hair health and style preferences.
Record hair analysis and consultation notes in [Your Client / Subscriber / User Name]'s profile.
Service Selection
Review the list of available services with [Your Client / Subscriber / User Name] and provide recommendations.
Allow [Your Client / Subscriber / User Name] to choose services based on personal preferences and goals discussed.
Explain the process, duration, and pricing of selected services to [Your Client / Subscriber / User Name].
Confirm the final service choices and schedule them according to [Your Client / Subscriber / User Name]'s preference.
Document the selected services in [Client Name]'s profile for future reference.
Post-Service Care and Advice
Instruct [Your Client / Subscriber / User Name] on post-treatment care specific to the services provided.
Recommend products that complement the treatments received by [Your Client / Subscriber / User Name].
Schedule a follow-up appointment or a reminder for future treatments with [Your Client / Subscriber / User Name].
Provide [Your Client / Subscriber / User Name] with contact information for any questions or issues post-visit.
Encourage [Your Client / Subscriber / User Name] to provide feedback or a review of their experience.
Salon Cleanup and Maintenance
Tidy up the service area immediately after [Your Client / Subscriber / User Name]'s appointment.
Sanitize all tools and equipment used during services.
Check and restock consumables (e.g., shampoos, conditioners, sprays).
Ensure all electronic devices are turned off and stored securely.
Review and prepare for the next day's appointments for seamless operations.
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Provide personalized experiences with Template.net's Salon Client Consultation Checklist Template. This customizable and editable document simplifies the creation of checklists for client consultations in your salon. Tailored for the beauty industry, it ensures thoroughness and professionalism in understanding client needs and preferences. Editable in our Ai Editor Tool, it facilitates seamless customization to enhance client satisfaction and loyalty effectively.
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