Client Management Templates - Download Printable PDFs

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Client Management Templates

EDITABLE

Client Record Book Template

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

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 Profile Template

Name
Company
Phone
Work Phone
Address
Nature Of Business
Delivery Information
Important Contacts
Name
Position
Contact
Notes

EDITABLE

Client Call Log Template

Client Name
Call Log
Email
Call
MTG
Date / Time
Call Summary
Follow-up
Date / Time