Client Record Cards

Not only is it a requirement by law and for insurance purposes to maintain a client record card system but they should contain useful information to help you give good service, aid your marketing and build your business. 

Client records should be kept. The following list although not exhaustive may indicate that a cosmetic procedure should not be carried out: 

The following list although not exhaustive may indicate that a cosmetic procedure should not be carried out:  

A history of skin conditions such as dermatitis, eczema or sensitive skin.

A history of allergies. 

Poor skin or nail condition. 

Client is undergoing chemotherapy or radiation treatment. 

Client has an existing medical condition e.g. infection, blood disease, heart disease, haemophilia. 

Client has a history of skin cancer or is on medication that makes the skin photosensitive?   (important if the salon has ultra-violet curing equipment).

Client is pregnant.

For any of the above, the client may need medical advice before cosmetic work is carried out. Clients should be provided with a written after-care advice leaflet.

Record Card Check List

01 – Name
So you know the client you are dealing with and can find her record card .

02 – Address
To send mail shots of sales promotions to inform clients.

03 – Telephone Numbers
In cases of an illness of the therapist, the client may be notified, to change time or cancel appointment.

04 – Contra Indications
Reasons the treatment may not take place, and to make sure contraindications are checked.

05 – Allergies
If a client has any known allergies to any products so they may be avoided.

06 – Disorders
Any disorders of the nails may be identified. e.g. Onycholysis

07 – Condition of Nails
So the appropriate extension may be applied e.g. Acrylic; Gel; Silk Wrap

08 – Treatment Plan
Client’s expectations of the treatment. What the therapist intends to do for the treatment and how long the treatment will take.

09 – Products Used
In case a client has an allergic reaction to any products used. So that particular product may be avoided in further treatments, or so that the therapist can continue using preferred products. Also select which colour your client likes. 

10 – Aftercare
What the therapist recommended for the client to do at home. Any Contraindications.

11- Comments
Anything you wish to note. Why the client is having the treatment. i.e. birthday, wedding, holiday etc. so you can mention it next time.

12 – Therapist name who carried out the treatment.

13 – Date
So a close record of time between treatments may be kept.