Consultation Notes to Stylist-Ready Service Plan

Turns rough consultation notes into a clean plan the stylist can follow at the chair: what the client wants, what the hair history is, which services are planned, in what order, how long each is booked, and what to confirm before starting.

Hair salonBeauty and Personal Care✓ Checkedv1.0

Before and after

BEFORE · what the owner typed

consult w/ Elaine Dillon, sat 10am w/ Eileen Daniels at Quarryshire Hair Studio. Elaine is a regular, last cut was like 4 months ago. wants to go from her dark brown (box dye, she says she did it herself in the spring, 2 times) to a softer caramel brown w/ face framing pieces. brought a pic, honey caramel w/ money piece. says her ends are dry and she wants to keep length, just a dusting. she said her scalp got itchy and red last time she used a different box color, a while back. patch test on file from 2 weeks ago, no reaction noted. Eileen says plan is lighten the box dye, then tone, then trim. Eileen said probably 2 visits to get there. booked: color lightening 150 min $185, toner/gloss 30 min $45, trim 30 min $35, deep conditioning treatment 20 min $25 (Eileen wants it added bc of dry ends). Elaine's number 330-555-0120. stylist prefers to do trim last. call her tues to confirm.

AFTER · what the skill produced

Client and appointment
Elaine Dillon, Saturday at 10:00 AM, with Eileen Daniels at Quarryshire Hair Studio. Client phone: 330-555-0120.

Safety flags

Client reported an itchy, red scalp after using a different box color in the past. A patch test from 2 weeks ago is on file with no reaction noted. Eileen to follow the salon's patch test and safety procedure and the manufacturer's directions.

Goal
A softer caramel brown with face framing pieces, like the honey caramel with a money piece in the photo she brought, while keeping her length.

Hair today
Dark brown. Ends are dry per the client. Last cut was about 4 months ago.

Planned services, in order

Color lightening: 150 min, $185
Toner/gloss: 30 min, $45
Deep conditioning treatment: 20 min, $25 (Eileen recommends adding it because of the dry ends)
Trim, a dusting only to keep length: 30 min, $35 (done last, per Eileen)

Hair history

Dark brown box dye, applied at home twice in the spring (client reported)
Last cut about 4 months ago (client reported)

Confirm before starting

Eileen to check the condition of the dry ends before lightening
Confirm the patch test on file is current under the salon's procedure
Confirm the box dye history with the client again at the chair

Tell the client

Eileen's plan is to lighten the box dye, tone it, then trim
Eileen expects it will probably take 2 visits to get there
Prices are listed above, and Eileen recommends the deep conditioning treatment for the dry ends
We will call Tuesday to confirm the appointment

Totals
Booked time: 230 minutes (3 hours 50 minutes)
Price: $290

Questions for the owner

What is the date for this Saturday, so the plan has the full appointment date?
Is the second visit already booked, and what services and prices should it include?
Should the face framing pieces be listed as a separate service with its own time and price, or are they included in the color lightening?

What it does

Use it when: Use when a hair salon owner or stylist needs to turn messy consultation notes into a clear, stylist-ready service plan, such as: write up this consult, make a plan for her appointment, turn my notes into a service plan, or prep the color for Saturday.