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