Chapter 3 – Product Selection and Formulation

3.1 Colouring Products

Now comes time to choose a colouring product to use. But first, recap the necessary steps that got you to this point!

  1. Assess hair and scalp
  2. Perform a thorough client consultation
    •  Determine target level and tone
    •  Discuss maintenance, commitment, and budget

Next, you must:

  1. Select an appropriate colouring product based on:
    •  Lift or deposit
    •  Grey coverage
    •  Hair assessment
    •  Lasting ability
    •  Application technique
  2. Consider existing tone/ underlying pigment
  3. Select appropriate tools and supplies for selected application technique

Depositing, or Going Darker

Let’s first compare options for depositing, or going darker:

Options for Depositing (Going Darker)
Oxidative Non-oxidative
Permanent Demi-permanent Semi-permanent Temporary
pH 9–11 + 6–9 6–8 6–8
Regrowth Yes Subtle No No
Grey hair Full coverage Blending Light blending No
Lasting ability* Until colour grows out 4–6 weeks 2–4 weeks Until hair is shampooed
Mixing ratio[1] 1:1 2:1 No mixing required No mixing required
Processing time[2] 30–40 minutes 20–30 minutes 20–30 minutes 0–20 minutes
Uses/Ideal hair types
  • Grey coverage
  • Course hair
  • Resistant porosity
  • Grey blending
  • Fine – coarse hair
  • Normal – porous
  • Light grey blending
  • Fine – medium hair
  • Normal – compromised
  • Vivid colours
  • Fast and fun colour change
  • All hair types
  • May stain porous hair
Techniques
  • Root retouch
  • Global colour
  • Lowlights
  • Shadow root
  • Drop root
  • Toning with base break
  • Root retouch
  • Global colour
  • Colour balance
  • Lowlights
  • Shadow root
  • Drop root
  • Toning
  • Root retouch
  • Global colour
  • Colour balance
  • Toning
  • Vivid/pastel tones
  • Vivid/pastel tones
  • Fashion placement

*Lasting ability is calculated under ideal circumstances. Durability can be affected by:

  • Porosity – hair that is overly porous tends to lose artificial colour and fade more quickly.
  • Products – shampoos and products that are not formulated for coloured hair may cause fading. Hair that is frequently heat styled without heat protective products will also fade more quickly.
  • Environment – factors such as sun exposure, pollution and poor water quality will all have an adverse effect on colour durability.

Some additional factors to think about when considering hair type and condition:

Depositing colour on healthy, medium textured hair is usually a pretty straightforward and predictable process. This is because the condition of this hair type does not generally have any porosity concerns, which means you may follow the manufacturers guidelines for your colour line to achieve optimal results.

Fine Hair Considerations

When depositing colour/going darker on fine hair:

  • Fine hair is generally not resistant to absorbing colour. Choose a colouring product with a lower pH, such as Semi or Demi-Permanent, to maintain the integrity of the hair strand.
  • Fine hair tends to process darker than the intended level, especially if extreme porosity is present. It is recommended to formulate a colour that is one level lighter than the desired level.
  • Fine hair that has been previously treated with oxidative colour products is more likely to be highly porous. A colouring product that is too alkaline will swell the already compromised hair strand and result in breakage or further damage.

Coarse Hair Considerations

When depositing colour/ going darker on coarse hair:

  • Coarse hair with resistant porosity requires a higher level of developer, and a higher amount of ammonia within the formula in order to swell the hair strand and open up the cuticle layers effectively. Opt for an oxidative colour, with a 10 or 20vol developer. A non-oxidative colour product, such as a semi permanent, may not process effectively.
  • Remember that coarse hair tends to process one level lighter than the intended level, especially if resistant porosity is also present. It is recommended to formulate a colour that is one level darker than the desired level.

Hair with uneven porosity must be formulated carefully, as each differing section will absorb and process colour differently. Generally speaking, more than one colour formula is advised in this case in order to achieve an even end result.

Existing Colour Considerations

Because the final colour result is the result of existing colour + artificial colour, you should take into account the existing tone of the hair. If the client is a copper-tinged level 6 to begin with and would like to be a level 5, we will formulate differently depending on whether they desire a warm result, a neutral result, or a cool result.

This is where the Colour wheel comes in handy.

Image of the colour wheel

If the client would like a warm result, formulate with the warm side of the colour wheel, by adding some gold, copper, or red to the formula to enhance the warm tone present in the hair.

If you want to neutralize the tone of the hair while you deposit, use the colour wheel to choose which corrective pigment to add to your formula. Remember that complimentary colours, colours that sit opposite on the colour wheel, neutralize each other. In the case of the copper-tinged level 6 client that would like to be a level 5, you would add some blue to your formula, as that is the complimentary shade used to neutralize orange.

If this client would like a cool result, you could add more of a blue-green tone to the formula, to over tone it. Keep in mind that this may create a “muddy” or dull appearance, as warmth in the hair is what reflects light and gives it shine. In cases of extreme porosity, care must be taken to not add too much of the cool tone to your colour formula, as porous hair has a tendency to absorb cool tones and reject warmth.

Lifting, or Lightening

Now let’s compare the options for lifting or lightening hair.

Options for Lifting or Lightening Hair
Oxidative Colour Bleach
Permanent or high-lift On-scalp
Cream or oil
Off-scalp
Powder or clay
pH 9–11 ~9[3] ~10–11[4]
Levels of lift 1–4 (on virgin hair) 4+ (on virgin or coloured hair) 4+ (On virgin or coloured hair)
Mixing ratio[5] 1:1 permanent
2:1 high-lift
1:1–3:1 1:1–3:1
Processing time[6] 30–50 minutes Up to 1 hour Up to 1 hour
Max lift speed
Conditioning agents n/a Yes No
Techniques
  • Root retouch
  • Global colour
  • Highlights
  • Base break

On virgin hair

  • Root retouch
  • Global lightening
  • Double-process blonde
  • Highlights
  • Gentle brightening of previous blonding services
  • Lightening of mids-ends
  • Highlights
  • Balayage
  • Ombré
  • Hand painting

Some additional factors to think about when considering hair type and condition:

Fine Hair Considerations

When lifting/going lighter on fine hair:

  • Factor in any structural effects that previous colour services have had on the hair, such as a higher porosity or weakened state. A lightening product that is too alkaline will swell the already compromised hair strand and result in breakage or further damage.
  • If using oxidative hair colour, choose the lowest level of developer needed to achieve desired lift.
  • If using a bleach product, use a low level developer, such as 10 or 20vol. Most colour lines will offer a gentler bleach option as well. If many levels of lift are required, it is best to use a low level developer for a longer period of time. Note: You may also opt to use a higher developer to bleach ratio, as this will reduce the pH of the lightening product.

Coarse Hair Considerations

When lifting colour/ going lighter on coarse hair:

  • Whether using an oxidative hair colour or a bleaching product, you may need to bump up your developer to achieve the required lift. For example, if lifting 2 levels with an oxidative colour, opt for 30volume. This will increase the  alkalinity to allow for adequate swelling of the hair strand and better penetration of colour into the cortex. This is especially important when dealing with resistant porosity.
  • Coarse hair has a larger diameter, and a larger cortex, which results in a higher melanin concentration. For this reason, coarse hair will generally take longer to lighten, and will expose more underlying pigment as you lift.

Underlying Pigment Considerations

 Anytime you are lightening, you must be conscious of the ten levels of lift, and the underlying pigment that is exposed as the hair lightens.

Image depicting 10 levels of underlying pigment.

When formulating, you must determine the underlying pigment at your target level. For example, if lifting from a level 4 to a level 6, the tone that must be considered is orange.

So what will you do with that orange? Do you want to enhance or neutralize it? Remember, this decision depends on your desired result. The second most important tool, along with the underlying pigment chart, is the colour wheel. This is where you will find pertinent information to help you formulate with consideration to the underlying pigment.

Image depicting the colour wheel

Enhancing the Underlying Pigment

If the desired result is warm-toned, as in golden, copper, or red, you can enhance the exposed underlying pigment to create a beautiful warm or vivid result. Once you determine the underlying pigment that will be exposed, choose a tone from the same side of the colour wheel to add to your formula. The more warmth you add, the brighter and more vivid the result. If you are looking for a more natural and subtle warm effect, add less. Alternatively, use a neutral natural colour, and let the exposed pigment do all the work.

A general guideline:

Natural Warm tone
Ultra vibrant 10 ml 30 ml
Vibrant natural 20 ml 20 ml
Natural warm 30-40ml 0-10 ml
Note: The above chart does not account for porosity or hair texture concerns, yet it provides a basic guideline to help you visualize an appropriate ratio of natural-to-warm colour tones depending on your desired result.

Neutralizing the Underlying Pigment

If the desired result is neutral or cool toned, you will need to neutralize or overcorrect the exposed underlying pigment. You can do this by selecting a tone from the opposite side of the colour wheel to add to your formula. If your goal is a neutral result, add the complimentary tone. For example, neutralize yellow with some violet in your colour formula.

The amount of correcting pigment that you add to your formula will vary by level. Note: Generally, levels 3–6 contain a stronger underlying pigment, and will need more neutralizing pigment than lighter levels 7–10.

If you want an ash or cool tone result, select a complimentary tone appropriate for a darker level. For example, neutralize and overcorrect yellow with blue-violet or blue. Keep in mind that over correcting may create a “muddy” or dull result, as warmth in the hair is what reflects light and adds shine.

When using bleach for a double process technique, your corrective tones will be added to the toner, depending on which level you have lifted to.

Media Attributions


  1. Mixing ratios may vary. Follow manufacturers guidelines.
  2. Processing time may vary. Follow manufacturer's guidelines.
  3. pH of lightener will depend on mixing ratio/consistency
  4. pH of lightener will depend on mixing ratio/consistency
  5. Mixing ratios may vary. Follow manufacturer's guidelines.
  6. Processing time may vary. Follow manufacturer's guidelines.
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Hair Colour for Hairstylists: Level 2 Copyright © 2021 by Arden Magtiza is licensed under a Creative Commons Attribution 4.0 International License, except where otherwise noted.

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