Planning Your Appointments and Keeping Records

Time, notes and tidy records

Extension appointments are long, and good planning makes them calmer for you and for the client.

Plan the length honestly

Allow time for the consultation, preparation, the fitting itself and a short aftercare talk. Rushing is where mistakes happen.

Confirm in writing

A short message the day before confirms the time, the place and anything the client needs to do, such as washing their hair that morning.

Keep simple records

Write down what you did, which hair and method you used, and the date. A note of any concerns helps at the next appointment.

Protect clients’ details

Store records somewhere secure and only keep what you need.

Book the follow-up

Many clients return for adjustments, so offer to book their next visit before they leave.

If you are enquiring about Exeter dates, ask your provider what record-keeping advice they give.

Reserve a place

Message the provider to ask which Exeter date has a place, what is in the starter kit and how to get there.

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