Description
Sound familiar?
- Record cards get lost, smudged or filed in the wrong drawer.
- You can’t remember the formula you used on a client three months ago.
- You are not sure when a client’s last skin test was, or if it is still in date.
What the Client Record & Consultation Card does
Keep a record for every client: hair profile, allergies, contra-indications and consent. Log each allergy alert (skin) test and the sheet works out when you can colour and when a retest is due. Log each visit with the formula; colour services show OK, TOO SOON, NO TEST, TEST RAN OUT or REACTION straight away. Type a client number to print a one-page consultation card.
What’s inside
- Start Here – what each colour means, a quick guide and notes on keeping client data
- Dashboard – active clients, tests running out, rebooking and takings
- Clients – hair profile, allergies, contra-indications and consent for each client
- Visits – each visit with service, formula and the skin test check
- Skin Tests – test date and time, reading, result and retest due date
- Consultation Card – type a client number and print their card with the last 5 visits
- Settings – your details, skin test rules, services and colour brands
Format
- Your blank spreadsheet (.xlsx, UK edition), ready for your salon
- A filled-in DEMO copy, so you can see every tab working before you start
- A full PDF user guide: set-up, every tab explained, a routine, the rules that apply and answers to common questions
- Works in Microsoft Excel (Windows and Mac) and Google Sheets
- No macros, nothing to install, no subscription
- Yellow boxes are for you to fill in; the rest works itself out
Mix & match: pick any of our hair salon sheets on this page – any 3 for 15% off, any 5 for 25% off. The discount is added in your basket.
How it works
- Buy and download the file straight away.
- Open it in Excel, or upload it to Google Sheets.
- Open the DEMO and the PDF guide to see how it works, then fill in Settings on your blank copy and start typing your own.
Please note
This is a digital product — nothing will be posted. A record-keeping spreadsheet, not legal or medical advice. Follow your colour manufacturer and insurer on skin tests. For use in your own business only — please don’t resell or share the file.
Questions before you buy? Email hello@spreadsheetland.com — happy to help!
Client Record & Consultation Card FAQ
Are the skin test rules set for me?
The UK Edition starts with a 48-hour test before colour and a retest period you can change. They are a guide – always follow your colour manufacturer and your insurer.
Is it GDPR friendly?
It helps you keep tidy records, including consent and a keep-until date. Allergy and health details are special category data, so get explicit consent and keep the file private and password-protected.
Can I print a card for the client to sign?
Yes. The Consultation Card tab prints one page with their details, last test, last 5 visits and a signature box.
Do I need Microsoft Excel?
No. It works in Microsoft Excel, or free in Google Sheets.
Is it a subscription?
No. It is a one-off payment and the file is yours to keep. There are no monthly fees.
I’m not good with spreadsheets. Is this for me?
Yes. You type into the yellow boxes and everything else works itself out. There are no formulas to write, and the PDF guide walks you through it.
Can I see it before I buy?
Yes. Look through the screenshots above. Your download includes a filled-in DEMO copy and a full PDF guide as well as the blank spreadsheet, so you can see exactly how it works before adding your own.
Does it work on a Mac, iPad or phone?
Yes on a Mac: use Excel for Mac, or open it free in Google Sheets in your web browser. On an iPad or phone you can open it in the free Excel or Google Sheets app, but a computer is easier for setting it up.
Can I get a refund?
Because it is an instant digital download, I can’t offer a refund once the file has been downloaded. If the file is faulty and I can’t fix it, you were charged twice, or you received the wrong product, I will put it right or refund you. See the Refund Policy. This doesn’t affect your statutory rights.
How do I get my file?
It is an instant digital download. You will get a download link straight after checkout, and by email.
What if I get stuck?
Email hello@spreadsheetland.com and I will help you get set up.
Reviews
There are no reviews yet.