Guests Full Name

Guests Email:

I have confirmed that my guest’s email, address, and birthday are up to date in their Square profile.

Mailing Address:

Birthday:

Today's Date

Are They a New or Returning Guest?

New

Returning

Hair Color

Hair Condition Today

Healthy

Porous

Breakage

Damage

Are They Receiving Hair Color?

Yes

No

Notes About Existing Color:

Haircut & Style

Is Your Guest Receiving a Haircut?

Yes

No

Do they Blow-dry, Flat Iron or Curl?

Blowdry

Flat iron

Iron curls

How Many Days Per Week Do They Heat Style?

Do They Wear Their Hair Up, Half Up Half Down or In Ponytails?

Yes

No

How Many Days Per Week Do They Wear Their Hair Up, Half Up Half Down or In Ponytails?

What Styling Products, Shampoo & Conditioner Do They Use In Their Hair Currently?

Are They Currently Using a Deep Conditioning Mask?

Yes

No

Are They Currently Using Toning or Depositing Products?

Yes

No

Notes About Existing Cut:

For their future sessions; include their suggested maintenance appointments going forward and the cost of investment for maintenance.

Suggested Follow-Up Session:

Follow-Up Investment:

Suggested Maintenance Schedule:

One Year Hair Goals

We're working within the framework of SMART goals to ensure a clear and actionable plan for every guest. Guests trust us as professionals, so it’s our responsibility to set them up for success, not just for their next appointment, but for months and years ahead. The main reason for guest turnover is when they no longer feel valued. By going the extra mile and making each guest a priority, we build lasting trust and loyalty.

Length:

Style:

Health:

Maintenance:

Where are They At Today?

Prediction Of Where They Will Be in 6 Months:

Notes Regarding Their Next Reservation:

Prebooking Details

Booking variations are situational—you may use them every time or not at all. Treat this as a record to track any deviations from the original plan.

If there are changes to a guest’s color, maintenance schedule, or aftercare routine, make a note here. This ensures we maintain accurate records and protects us as professionals if guests later change their minds or decide something isn’t for them.

Clear and consistent communication is key to a successful consultation. By documenting these updates, we create transparency and build trust, ensuring guests feel supported and confident in their journey with us.

Suggested Follow-Up Session:

Appointment Frequency:

Appointment Variation Notes:

Suggested At Home Haircare Routine:

Add your customized haircare plan here, ensuring the language is polished and professional, as this is the only client-facing section of the form. Use this as a tool to regularly check in with guests about their aftercare maintenance, ensuring their progress and satisfaction.

Select Your Name