Three blocks, not a list of formulas
The first block is technical and almost every salon fills it in: base observed at root, lengths and ends, formula, volume, processing times, toning. It's indispensable in the back room and insufficient on its own.
The second block is the one almost always missing: the goal stated by the client in her own words, the criterion behind that direction, and what was ruled out. Three lines that make it possible, three months later, to pick up the conversation instead of restarting it.
The third is upkeep with dates: how often toning, when the next stage, which products at home. It's the part that generates the booking and that makes what was promised verifiable.
Which fields actually serve the next visit
The chart is qualitative and shows how much each block is actually used at later visits.
Technical record and consultation record
The table separates what each records and what it enables at the next visit.
| Aspect | Technical data only | With criteria and upkeep |
|---|---|---|
| Next visit | The previous service is repeated | The path continues |
| Change of professional | Executes without knowing why | Knows direction and ruled-out options |
| Proposing a new service | Starts from scratch | Starts from what was already assessed |
| Checking what was promised | Not possible | Comparison with agreed upkeep |
What to record
Technical block
Base at root, lengths and ends, formula, timings.
Decision block
Goal in her words and criterion behind the choice.
Upkeep block
Frequency, products, date of the next stage.
Fill it in with the client seated
Afterwards you lose what matters.
The fields to add
- The goal in the client's words, not summarised.
- The criterion behind the choice, in one line.
- Upkeep with the date of the next stage.
Recording the client's exact words looks like a detail and isn't. «I want to look less dull» and «I want to go lighter» lead to different services, and the professional's technical summary loses precisely the information you'll need to judge whether the result worked.
Noting what was ruled out prevents re-proposing it. A client offered again a colour she had already excluded feels that nobody remembers her, and it's one of the easiest effects to avoid with one extra line.
When consultation becomes the real bottleneck
Saloria turns the record into an experience: profile, preview, protocol and look plan live in the same journey. The product works on tablet next to the client: face analysis, cautious preview, technical protocol and look plan.
Frequently asked questions
What separates a useful record from a complete one?
The presence of the criteria behind the decision: without the why, the record lets you repeat the service but not continue a path.
When should it be filled in?
During the consultation, while the client is seated. At the end of the day you lose information that can't be reconstructed.
Is it worth recording what was ruled out?
Yes, and it's one line. It stops you re-proposing a direction the client had already excluded.