A client service record is used to track information about each client, schedule appointments, and keep track of payments. There is specialized software available to beauty salon owners to help them manage client services. This software is often expensive but allows you to track a great deal of information and schedule appointments. If you are looking for more inexpensive options, you can also create your own database using software you have available on your computer.
Decide what information you want to track. You will want to include the client’s name and contact information, however other details to be included are up to you. For example, you could include history of services, past appointment dates, and payment history.
Purchase a database software such as Microsoft Access if you do not have it already. Access will be cheaper to purchase than specialized beauty salon software but you can customize it to track customer information.
Learn how to utilize the software. Database software can be intimidating if you have never used it before. It often has many features that can be helpful when tracking client services. Microsoft Office offers a free online training course to teach users how to use Access.
Input a client’s name and contact information in separate columns. Add any additional data in corresponding columns to track client information. You can always add more information at a later date if you decide you want to keep a record of past services you have provided your customers.
Organize your records by client name or other services. You can organize your client data by any column you set up. For instance, if you create a column for past services, you can organize your database by all the clients that have received highlighting.
Set up your client service records to best fit your needs and to make the records easily accessible to you and the workers at your salon
Ireland Wolfe has been writing professionally since 2009, contributing to Toonari Post, Africana Online and Winzer Insurance. She obtained her Bachelor of Arts in psychology and Master of Arts in mental health counseling. She is also a licensed mental health counselor, registered nutritionist and yoga teacher.