1 Beauty record card for everthing?

[EMMA AT ELITE]

Just wondered if anyone uses 1 record card per client for all treatments?

If so where do you get these from or do you make your own?

Or do you have 1 card per area per client, ie 1 for waxing, 1 for tinting, etc.

Hope this makes sense!

Love Emma x:hug:x

 

[Martin Duffy]

I use one card for all my treatments; I made it myself & it's an A4 double-sided form that is hole-punched so I can keep them in a lever arch file. I divided it into body parts/systems so I only need ask the relevant questions. That said, I do have three additional forms, one for Decleor facials that deals with what skincare they use etc, one for CACI that deals with areas of concern & one for make-up to record colours etc.

 

[jo1983]

Just wondered if anyone uses 1 record card per client for all treatments?

If so where do you get these from or do you make your own?

Or do you have 1 card per area per client, ie 1 for waxing, 1 for tinting, etc.

Hope this makes sense!

Love Emma x:hug:x

Oh! I'm glad you asked this! I've been looking too, not found any yet! :cry:
To tell you the truth I think I might have to make them myself!

 

[heidi14]

I'm trying to create my own record card...but where do you start?? I feel like i'm repeating the same questions, any advice?

 

[allyballybee]

Hi make a word document then include

Your logo

Name
Address
Tel Home
Mobile
Work
Email
DOB

Then go through a list of contra's for everything with tick boxes next them
ie diabetes, blood pressure, epilesy, allergies recent operation etc (What goes on here will depend on what you do)

Are you currently undergoing medical treatment?

Are you on medication (please list)

Then maybe include " I confirm that this information is correct, I wish to constent to having treatments done at "salon name" and I will inform "salon name" immediately if there are any changes to my health and medical history.

Sign
Print name
Date

Then add boxes on back of form for Date - Treatment - Products - Notes -Therapist.

We have one consulation form for more general treatments, but seperate forms for more indepth info for treatment such as IPL.

 

[EMMA AT ELITE]

Rather than listing all medical conditions, do you think you could just write?;

Do you have any medical conditions? If yes please state below.

Are you taking any medication? If yes please state below.

 

[allyballybee]

Prehaps you could, but I think some people wouldn't write down something they may have not realising it was a contra-indication? Maybe safer just to list all contras for every treatment. xx

 

[totalbirdbrain]

Prehaps you could, but I think some people wouldn't write down something they may have not realising it was a contra-indication? Maybe safer just to list all contras for every treatment. xx

Have to say I agree with that. Have had numerous clients over the years that 'forget' to tell you something because maybe the consultation form hasnt been specific enough. We have a consultation form that is filled out by everyone, no matter the treatment, although we do have a couple of separate ones for certain other treatments, we then transfer the pertinent info onto a line record card. Each time a client comes in we always ask if there are any changes to their health/any new meds etc. We then put the consultation forms into storage for safe keeping and the record cards stay on site to be updated.

 

[duffield1]

I'd agree that you should include as many possible - and also, keep brief details of all treatments received on the reverse side of the card just in case anything crops up at the next appointment (and also as a customer care initiative - "How did you get on after your cellulite treatment last month?" or, for retail sales, "I see you had a moisturiser two months ago - you must have nearly run out by now! Have you seen this new product?")

However, the most important thing is that you get the client to read over the full card every time they visit to check for any changes - I doubt that many will remember what they ticked last time, and it literally takes them a few seconds to glance over it. Alternatively, just read through it with them - again, this might be an opportunity to show off your expertise on treatments for particular conditions that might contra-indicate.

From my own experiences, and those of my wife, there have been many occasions where the card has been completed by a client and then completely disregarded it - they didn't know my wife had had a C-section three months earlier at one award-winning salon last summer because the therapist hadn't read the card.

 

[sarahlouise7]

hi,

i too am glad you asked this as i need to make up my own as those from wholesalers are so basic! iv made a note of all what everyone has added so far, but if anyone can think of anything else please add as id like to be as thorough as i can.

thank u to everyone who has helped here

sarah x

 

[jes]

Personally I'd be worried about confusion and mistakes caused from an 'all in one form', e.g. varicose veins could prevent somebody from waxing but it wouldn't matter for nails.

At the end of the day the important thing is that a consultation form satisfies the requirements of your insurance company. I would therefore suggest that any forms made should be emailed, or sent, to your insurance company for approval