Client Management Templates

EDITABLE
Client Board Template
  • Client Information
  • Name
  • Lead Contact
  • Company
  • Phone
  • Address
  • Interest And Need
  • Conversations (Follow Up 1/2, Result)
  • Call Notes
  • Tasks (You / Client)
  • Notes / Sketch
EDITABLE
Client Profile Template
  • Name
  • Company
  • Phone
  • Work Phone
  • Address
  • Nature Of Business
  • Delivery Information
  • Important Contacts
  • Name
  • Position
  • Contact
  • Notes
EDITABLE
Stylist Client Record
  • Name
  • Phone
  • Address
  • Referred By
  • Preferred Appt. Day
  • Allergies
  • D.O.B.
  • E-mail
  • First Appointment
  • Time
  • Notes
  • Hair Conditioning Level/Comments
  • Scalp Conditioning Level/Comments
  • Preferred Style/Cut
  • Comments
  • Color Treatment / Price
  • Dye Number
  • Developer %
  • Ratio
  • Time
EDITABLE
Lash Client Record
  • Name
  • Phone
  • First Appointment
  • Allergies
  • Wear Glasses Yes/No
  • D.O.B.
  • E-mail
  • Referred By
  • Medications
  • Watery / Dry Eyes
  • Fill Time
  • Glue Type
  • Date
  • Set
  • Extension Style
  • Service
  • Lashes Info
  • Price
EDITABLE
Client Profile
  • Name
  • Phone
  • Address
  • Referred By
  • D.O.B.
  • E-mail
  • First Appointment
  • Notes
  • Date
  • Service
  • Price
EDITABLE
Client Call Log Template
  • Client Name
  • Call Log
  • Email
  • Call
  • MTG
  • Date / Time
  • Call Summary
  • Follow-up
  • Date / Time