MENU
SEARCHClient notes are crucial. Not only do they help communicate internal information, but when done right, they also play a massive role in making your client’s passage in your salon memorable. So what's worth writing down?
Find the original article on Phorest's blog!
Client notes are crucial. Not only do they help communicate internal information, but when done right, they also play a massive role in making your client’s passage in your salon memorable. Phorest Salon Software says that writing down concise notes will ultimately help everyone in the salon deliver the most memorable and exceptional customer service for your clients. So what's worth writing down?
A Few Ideas...
If you’re only getting started with note-taking, try listening to this episode of Phorest FM. Client notes can be taken when scheduling an appointment, when your client checks-in, during the appointment and even when they come back to the reception to pay.
The 22-minute long episode features salon manager Kristina Malone, from boudoir-style Dublin waxing salon Waxperts, and discusses the business’ focus on putting back the ‘treat’ into treatments. More specifically, how to provide customers and prospective clients with the best possible customer service and experience before, during and after their appointments. And guess what? It includes client notes.
What You Should Jolt Down: A Few Ideas
Important: When writing down client notes, only put factual stuff. Do not write down opinions; clients have the right to request to see your notes. What you write is there to help you build a magical client experience and improve the offering, so forget the ‘miserable,’‘always late,’ etc.
Tea and/or coffee preferences
Do they have kids? If so, how many and what are their names?
Occupation, work industry
Magazine preferences
Are they getting married?
Do they have a holiday planned?
Are they pregnant and/or expecting soon?
See the 17 other crucial notes here!
Taking Client Notes With Phorest Salon Software
Say goodbye to lost post-it notes, notes on your personal phone, the about-to-burst-with-paper binders and the stress of passing over what you wrote down to another therapist, stylist or owner! We’re in the digital age, and Phorest Salon Software is there to help.
Here's the difference between client notes and appointment notes in the system. Client notes are notes which are always with that client’s information. They can include color reminders, general preferences and even marketing information. These are the notes we discussed all throughout this article. Notably different, appointment notes are specific to that particular appointment. For example, ‘client might be late’. These types of notes move to the ‘Previous Appointment Notes’ box following the next appointment.
In Phorest Salon Software, there are separate notes for services notes such as color formulas. These different sections include:
Email/SMS History (automatically generated)
Medical History
Patch Tests (automatically generated)
Credit Terms (automatically generated)\
TreatCard (automatically generated)
Vouchers (automatically generated)
Service History (automatically generated)
Product History (automatically generated)
Courses (automatically generated)
Memberships (automatically generated)
Notes
To view these sections in Phorest Salon Software, simply log in, click ‘Clients’, and double-click on the client to which you wish to add or view a note.
Step-by-Step Guides
Getting Client Notes To Appear On The Appointment Screen. To view the detailed step-by-step, click here.
Setting Up An Important Alert For A Client On Check-In. To view the detailed step-by-step, click here.
For more information about Phorest Salon Software, visit http://bit.ly/2mvEghr.
Anny VanDriel, owner of Be Rosie Salon and creator of Pricing Isn’t Personal, volunteered to share a pricing presentation to beauty school students a year ago, and ended up learning more than she expected.
From the launch of the Ulta BeautyArtist Collective to the evolution of Trendspiration, celebrating stylists is what The Salon at Ulta Beauty does best.
Sponsored by Ulta Beauty
With more than four decades in the industry, hairdresser and MODE Education founder Stan Newton has built a career around the art and discipline of cutting hair, learning the rules so he can break them.
Beauty professionals should evaluate each service based on its popularity, profitability, and alignment with current trends. Conducting client surveys and analyzing booking data can provide insights into which services are in demand and which might be phased out.
LifeSpa leader Ali Yanez explains why strong mentorship, predictable income, meaningful recognition and the right work environment help beauty professionals build careers that last.
Whether a beauty professional chooses a commission salon, booth rental, salon suite or salon ownership, the common thread is having more choices than ever before.
Sport Clips Haircuts will host its inaugural "Level Up Live," a first-of-its-kind virtual event that combines live haircutting education, career inspiration, product knowledge, and employment opportunities for licensed stylists and cosmetology students nationwide.
Orthopedic PT reveals three daily exercises plus ergonomic advice that can help salon professionals avoid the aches and injuries caused by standing, bending and repetitive overhead work.
Four publications for beauty industry professionals to enhance their leadership skills, financial awareness, professional growth, and joy!
Salon suite pioneer Karen Kaminski argues that the next evolution of independent beauty businesses won't be defined by beautiful spaces alone, it will be driven by smarter systems that help professionals spend less time on administrative work and more time serving clients.
At a time when many LGBTQ+ people felt compelled to hide parts of themselves, Carlos Valenzuela found a career in beauty and a community that offered opportunity based on what you could do and how well you could do it.
Whether it's social media, fashion, film, art, or culture, Chaz Dean advises stylists to stay aware of what's inspiring people. Take the elements that make sense for you in these five lessons learned through a life in beauty.
For Jessica Domoney, building a successful career isn't about saying yes to every opportunity, it's about protecting your time, investing in yourself and creating an experience clients won't forget.
MODERN SALON sat down with Samuels to discuss the book, beauty education, mentorship and the habits that help beauty professionals thrive.
"The mistake people make is treating AI like a vending machine instead of a personal assistant." Digital marketing expert Scott Moon shares how beauty professionals can use AI while staying authentic
Real-world advice on creativity, consultations, color, burnout, business, boundaries, inclusivity, client care, and career growth from educators and industry experts.
Real-world advice on creativity, consultations, color, burnout, business, boundaries, inclusivity, client care, and career growth from educators and industry experts.
