Client Records & Consultation Cards

About the Client Records & Consultation Cards

Good client records are the mark of a professional beauty business — and this template keeps them all in one organised, private place. Record each client's details, skin notes, allergies and patch-test status, and log every treatment with the products used and aftercare given, so you always have a complete, professional history to refer back to.

The dashboard shows your clients, treatments logged, repeat clients, patch tests due, treatments this month and average spend, plus a breakdown of treatments by type. It helps you deliver safer, more personal treatments and shows clients (and insurers) that you keep proper records.

Built in Excel and Google Sheets with a clean layout and sample data, it works on any device. Please keep client data secure and follow data-protection rules. Pair it with our [Salon & Beauty Appointment Tracker](#/product/salon-appointment-tracker).

Who it's for

What's included

• Client records with skin notes and allergies
• Patch-test tracking and reminders
• Treatment history with products and aftercare
• Dashboard: repeat clients, patch tests due, avg spend
• Treatments-by-type breakdown; sample data included
• Works in Excel and Google Sheets, on any device

How to download & use it

1. Check your email. The moment your payment goes through, we email your files to the address you enter at checkout. They usually arrive within a minute or two — if not, check your spam or promotions folder.
2. Download your files. Open the email and click the download button. Your files save straight to your device — nothing is posted, it is all instant and digital. Keep the email so you can re-download any time.
3. Open it. Open the file in Microsoft Excel, or upload it to Google Sheets (in Google Drive: New → File upload, then open with Google Sheets). It works on desktop, tablet and mobile.
4. Make it yours. Type into the highlighted input cells — everything else calculates automatically. Most files include a "Start Here" tab and sample data to guide you.

Need a hand? Every purchase includes free email support and free updates for life. If a file ever will not open, reply to your receipt and we will sort it.

Frequently asked questions

Does it track patch tests?

Yes — record patch-test status so you know which clients are due.

Is client data safe?

It is a private file you control — store it securely and follow data-protection rules.

Related searches

Instant digital download. Nothing is shipped. Files are delivered to your email the moment you buy, and you can re-download them any time. Single-business licence.