Few fields, all of them used
Long cards get filled in badly: fully the first few times, then only in the parts that seem useful, and eventually hardly at all. A card that stays in use has few fields, and each one has to change something in the proposal or the execution.
Four fields survive that test: what the client wants to achieve in her own words, what was observed, what was proposed and why, and what's needed to maintain it. Everything else is optional.
The difference between a technical record and a consultation card lies in the third field. Recording the reason for a choice is what lets you, three months later, continue a line of thought instead of repeating a service.
Which fields actually get used
The chart is qualitative and shows how much each field is consulted at later visits.
How to set up the card
Start with four fields
Goal, observation, proposal and why, maintenance.
Check real use
After a month, remove what nobody consults.
Fill it in with the client sitting there
Afterwards the details are gone.
Have a colleague read it
If she has questions, something's missing.
What it should include
- Client goal
- Treatment history and constraints
- Sustainable maintenance
- Excluded directions
- Shared final plan
Long card and essential card
| Aspect | Long card | Essential card |
|---|---|---|
| Completion after a month | Partial | Complete |
| Consulted | Rarely | At every visit |
| Usefulness to a colleague | Low: too much noise | High |
| Time required | Minutes | Seconds |
Content written by Saloria for B2B informational and commercial use. It does not replace legal, medical, specialist aesthetic advice or the professional's technical assessment.
- Author: Saloria
- Updated: 2026-05-22
From operating material to guided consultation
Saloria moves these steps into a tablet flow: profile, face analysis, look plan, transparent quote and technical protocol.
Frequently asked questions
How many fields should it have?
Few, around four: goal, observation, proposal with its reason, and maintenance.
Which field matters most?
The reason for the choice: it's what separates a consultation card from a technical record.
How do you check it's working?
After a month: fields nobody consults should be removed, not rescued with reminders.