Q&A

What is your system for tracking appointments?

Q.

What is your system for tracking appointments?

A.

I use a standard appointment book at the salon and transfer the information to a large Dayrunner to keep track of schools to visit and students I need to evaluate. I also keep the information on my handheld PC, which I always keep in my purse.-Louise McCarthy, Professional Nail Care by Louise, Bellingham, Wash.

I use a computer software program, which tracks everything — from how many times the client visits the salon to the retail items she purchases.-Dot Batliner, Collins Classic Creations, Georgetown, Ind.

Most of my clients have acrylic nails and need to come in every two weeks for fills, so I highlight my appointment book blue one week and yellow the next. Most of my clients have standing appointments every other week. Under their name is a circled “F” for fills, “S” for standing, “M” tor manicure, and so on. I try to schedule all my standings at least one month in advance. If not, I can glance at either the blue week or the yellow week (depending what week the wanted date falls on) and figure out instantly what appointment time I have available.-Pati Schembari, Pampered Nails, Montrose, N.Y.

I have a client book that is like a traveling office. It has client cards that I update each time the person comes in. I also use a computer to keep track of client information.-Vonda Keon, Flamingo’s Nest, Bruce, Miss.

I created appointment sheets on two-part carbonless paper, which includes my salon name and phone number. When my clients make their appointments, I fill out the carbonless set with their name and next appointment. They get the original and I retain the copy. In addition, about once a week, I go through my copies of the appointments to see if someone needs to schedule another one.-Nora Poole, Copacetics, Denver, Colo.

I set up my book to take clients every 90 minutes. Then I work clients in according to their needs, such as a weekly manicure or a two-week fill. Everyone shares a time slot, for example, 9:00 a.m. Wednesday morning is a two-week appointment. Janie has it one week, then Mimi has it next, then Janie, and so on. I give each client a card with at least three-months’ worth of appointments on it. It takes me a good three days to schedule my 80 clients, but I only need to do it four times a year.-Pam Karousis, Nail Designs Unlimited, Cortland, Ohio

I track appointments in a Weekly Professional Appointments DayMinder. I’m able to view seven days at a time, and each day is broken down into 15-minute increments.-Luci Nepper, Hands of Distinction – Creative Nails, Regina, Saskatchewan (Canada)

 

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