Client Record Card

A complete client file for treatment history, products and settings, colour formulas, injectables, reactions, photos and retail purchases.

Editable Word document
8
10pages
Guidance notes included
aml consultancy solutions

Beauty, wellness & clinics

Client Record Card

About this document

What it’s for

An ongoing record of every treatment you provide to a client: what was done, which products, batches and settings were used, how the client responded and what advice was given. Good records protect clients, help any practitioner pick up where a colleague left off and are vital evidence if a complaint or insurance claim arises.

When to use it

  • From the client’s first visit, alongside the Client Consultation Form
  • At every appointment – complete the entry before the client leaves
  • Whenever there is a reaction, complaint, photo or significant conversation

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • Part A – Client details
  • Alerts – check before every treatment
  • Documents on file
  • Part B – General treatment log
  • Part C – Hair colour and chemical services
  • Part D – Laser, IPL and energy-based device log
  • Part E – Injectables and prescription treatments log
  • Part F – Lashes, brows and nails
  • Part G – Reactions, complications and incidents
  • Part H – Photographs
  • Part I – Retail products and home-care advice
  • Part J – Communications log
  • Record-keeping rules

How to complete it

  • Fill in Part A and the alerts box first, and update the alerts whenever something changes
  • Use the general treatment log for every visit and the specialist logs for colour, laser, injectables, lashes and nails
  • Delete specialist logs you do not need
  • Never erase an entry – correct it as explained in the guidance

Key points to check

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Beauty, wellness & clinics

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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