Free Salon Checklist Template
A salon checklist covers the steps from enquiry and booking through consultation, the cut and colour session, aftercare, and follow-up.
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A client walks out of the salon feeling good, but the real test shows up tomorrow, after a wash and a look in daylight. The Salon Checklist keeps a cut and colour appointment from turning into a handful of half-remembered steps, so the work stays consistent from the first message to the follow-up. The board runs as a project with five columns and 21 cards, with Syne headings over Inter text and a violet and enamel green palette for quick scanning while you work.
The checklist holds the small handoffs that usually slip when the day gets busy: booking messages and pre-visit notes, the consultation and patch test steps that stop surprises later, the core cut and colour workflow, then the finish and aftercare points that explain what the client should expect once they’re back under their own bathroom light. The last column brings the appointment to a clean close with session notes, recommendations, and a rebook prompt, so the next visit starts from a record instead of memory.
- Enquiry and booking The first column captures booking and confirmation steps, so availability, advance payment, and pre-visit instructions don’t end up split across messages.
- Consultation and patch test The consultation column covers the questionnaire, hair history review, the agreed plan, and a colour correction patch test before any major change starts.
- Cut and colour session The session column keeps prep, application, rinse and treatment, and the different cut types together, so the chair-side workflow stays in one place.
- Finish and aftercare The finish column tracks the final styling details and the aftercare explanation, plus a photo for the client record.
- Follow-up and rebook The last column holds the 48-hour check-in, session notes and product recommendations, and the next-visit scheduling step.
Once the template is in your workspace, you drop in your own dates, add whoever’s doing the work, and assign the tasks so every card has an owner. The columns keep the order of the work without turning the board into a calendar, which means the same checklist can run a quick trim or a longer colour service without rewriting the process.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
5 columns carrying 21 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.
| Column | What is in it |
|---|---|
Enquiry and booking | A starting column for the incoming appointment, with cards for availability, booking and advance payment, and the confirmation message you’ll send with pre-visit notes.
|
Consultation and patch test | A consultation column that keeps the pre-visit questionnaire, hair history review, the agreed plan, and the patch test steps together before colour work begins.
|
Cut and colour session | The main service column, covering station prep, colour application and rinse, and the different cut options so the chair workflow follows one run of cards.
|
Finish and aftercare | A finishing column for final styling steps, aftercare and home styling guidance, and photographing the result for the record.
|
Follow-up and rebook | A close-out column for the 48-hour check-in, logging notes and recommendations, and offering the next booking while the details are still fresh.
|
What happens when you install it
- A project is created with its board, 5 columns and 21 cards already there.
- Nothing carries a due date, because a board holds the order the work runs in rather than a calendar. The dates go on once you know when the job starts.
- Every card opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
Hair salons, independent hairstylists, and colourists who want the same cut and colour service steps followed each time, from booking through follow-up.
Questions about this project template
What should be on a salon checklist?
A salon checklist usually covers booking and pre-visit steps, the consultation and any patch testing, the service workflow during the appointment, aftercare guidance, and follow-up. The checklist also needs space for notes that carry into the next visit.
How do salons avoid clients leaving with a colour that turns brassy later?
Salons usually rely on a consistent consultation process, hair history review, and patch testing when correction work is involved. A written workflow also helps the team repeat the same steps that prevent surprises after a wash and a day in natural light.
Do you need a patch test for hair colour services?
Many colour services include a patch test step when correction or sensitivity is a concern, and salons often document that step as part of the consultation. Local regulations and product instructions can also affect what you need to do, so the checklist should match your own policy.
How do you organise a haircut and colour appointment so nothing gets missed?
A board with columns for booking, consultation, the service session, finishing, and follow-up keeps the work in the order it happens. Assigning each task to a person makes handoffs clear when more than one stylist is involved.
Can the same checklist work for bridal hair appointments?
The same structure can cover bridal hair because the flow still moves from booking to consultation, the service session, finishing, and follow-up. The cards can be edited to match trials, timings, and any prep instructions specific to the booking.
How do you keep records for a colour specialism without relying on memory?
Session notes and product recommendations work best when they’re captured as part of the workflow, not added later. A final step to photograph the result also helps the next appointment start from an accurate record.
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