2.1 Client Records

Why keep client records? A client record helps the stylist communicate with the client by tracking changes in lifestyle and hair health, as well as keeping record of previous hair services, including colour formulations, haircut preferences, and retail products.

Most salons will keep an electronic record using their POS (point of sale) system, although some may choose to keep a paper file on each client. An electronic record system can save valuable salon space and is usually tied into each client’s booking profile, making it easy to access at the click of a button. Many of these systems can also be accessed outside of the salon through a corresponding smart phone app. POS systems can be programmed to automatically send a text or email with an appointment reminder or even a “Happy Birthday” message to your client!

Whichever method you choose, a client record should contain the following:

• Contact info (phone and email)
• Retail purchase history
• Colour formulation history
• Notes on lifestyle that are relevant to their haircut/colour preferences

Optional, but equally important details to include:

• Referrals
• Birthday
• Personal notes such as how they take their coffee, a recent vacation they took, pets, etc. These notes help to jog your memory and make your client feel special when you remember!

A well kept client record will keep you organized and prepared, and will add a professional touch to the services that you offer!