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.
Square data shows that regular customers tip 11% higher and are shared across 32% of businesses in the same ZIP code, driving thousands of dollars in additional revenue per connection.
When Bowie Lau and Jeffrey Ching opened JBW Jeffrey Ching Salon in 2011, they weren’t just launching another luxury hair destination—they were building a business rooted in passion, artistry, and thoughtful growth.
Sponsored by Amex
Inside the Systems That Power an Elevated Salon Experience From seamless online booking to a team-first culture, J Gold Salon in Atlanta offers more than great hair—it delivers consistent, high-touch service with the help of partners like Boulevard and American Express.
Sponsored by Amex
Want to grow your career as a beauty professional? K18 Sales Manager Sabrina Sanborn shares advice on networking, mentorship, and self-advocacy—from attending hair shows to finding the right guidance to reach your goals.
A combination of clear policies, effective communication, and strong client relationships has helped me create a more reliable and efficient booking system.
Founded by Cleveland serial entrepreneur Shaura Rodgers, Nailtorious has grown to include a nail supply megastore, training facilities, and retail line for nail techs.
This period after the holidays can bring on a huge lull for hairstylists. We asked Cosmo Prof's team of professionals to offer their best advice on how to deal with the January-February slow period.
Key highlights include a push toward inclusive spaces for all abilities, an emphasis on maximizing livable square footage, and a continued love for modern farmhouse exteriors.
The busy holiday season is here, and with it comes jam-packed days, last-minute client requests and booming retail sales. For many salon owners, the highlight of the season is Small Business Saturday® (SBS). This year on Saturday, November 30, consumers can take their shopping into the small businesses in their communities.
Sponsored by Amex
Want to become savvy about your personal finances, but don't quite know where to start? Anna Manukyan identifies six important concepts for building a strong financial foundation.
Salon owner Nuri Yurt had a dream of owning a salon on New York City’s Madison Avenue. "Through perseverance, hard work and stellar customer service, he and partner John Kaygisiz founded Toka Salon in 2007.
Sponsored by Amex
This guide is your one-stop shop for a plethora of technology tools, software and services created to keep your salon or spa thriving.
Anna Manukyan shares a breakdown of what different types of financial accounts should be used for.
Vagaro has consistently been at the forefront of salon software technology, helping businesses be more efficient, create more effective communication, and even improve company culture. Now, Connect by Vagaro, the platform’s two-way communication capability, and Vagaro’s new generative AI tools are giving owners new opportunities to grow and expand.
Sponsored by Vagaro
Young Nails' Greg, Habib, and Tracey discuss whether getting too close to clients can damage your business.
This list of watch-outs from @jodydoesjels prompted us to reach out to her and learn more. We had already fallen for her hand-painted designs and now we wanted to know more about this list she created to help clients decide if she was the nail tech for them.
Education is necessary for beauty professionals to maintain their cosmetology licenses, and paying for that education can be burdensome, but it doesn't have to be. Understand which education tax credits can help you offset those costs.
