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

  • 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.

Salon Templates @ Template.net