Training Manual – Client Consultation Cards

Harley Waxing Training Manual

Client Consultation Cards

Client Consultation Cards are a way of keeping a record of everything that happens in the salon. They are an essential tool for building trust with clients, allowing therapists to offer customised services and create treatment plans. Consultation Cards also protect the therapist and client in the event of complications during or after treatment. While unlikely, it can happen and having documentation to refer back to can help resolve the issue. A physical record of information means not having to rely on memory to remember details, and is an important part of establishing a professional environment.

Importance of Keeping Records

Client Consultation Cards should be an integral part of every treatment carried out in a salon. Contraindications are health conditions that may require adjustments or avoidance of treatments, depending on their nature and severity. This information is confidential. Therefore, hard copies must be kept in a lockable cabinet and digital information password-protected to comply with the Data Protection Act. 

Educating clients about the importance of providing all information correctly and thoroughly assists therapists in obtaining a clear idea of their requirements.

It is necessary to make use of client consultation cards to ensure all steps are taken to provide your client with the appropriate treatment. Also, take into account any health issues they might be experiencing. Although unlikely, in the event of a client making an insurance claim against you, the consultation card will show that all steps required of you were taken and that the client’s health information is on record.

Regular clients need to review the consultation form they have filled in previously and inform you of any changes. After the treatment, you should complete a consultation assessment. Make notes of any significant observations made during the appointment, and give the client after-care advice.

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