Business Success Skills

Useful Checklists & Templates for Salon Operations




This simple guide provides checklists and templates to streamline salon operations and ensure smooth management of daily tasks, client experience, staff, inventory, and finances. These tools help you improve efficiency, reduce errors, and enhance customer satisfaction.

1. Salon Operations Management Checklist

A. Daily Salon Operations Checklist

  1. ? Opening Procedures:
  2. Unlock doors and turn on lights.
  3. Inspect the salon for cleanliness and readiness.
  4. Set up workstations (tools, mirrors, chairs, and capes).

  5. Power on point-of-sale (POS) systems and ensure cash drawers are ready.

  6. Appointment Review:

  7. Check the schedule for the day’s appointments.

  8. Assign clients to stylists and prepare for special services.

  9. Stock Check:

  10. Confirm sufficient supplies at each station (e.g., shampoos, towels, gloves).

  11. Refill items as needed.

  12. Client Service:

  13. Greet customers warmly upon arrival.
  14. Offer beverages or magazines while they wait.

  15. Ensure stylists understand client preferences before starting services.

  16. End-of-Day Procedures:

  17. Sanitize all tools and stations.
  18. Reorganize and restock products.
  19. Reconcile daily sales and prepare deposits.
  20. Lock doors and set alarms.

B. Weekly Salon Operations Checklist

  1. ? Inventory Management:
  2. Perform a full inventory audit to identify low-stock or overstocked items.

  3. Place orders for essential supplies (e.g., hair dyes, treatments).

  4. Staff Scheduling:

  5. Create or adjust staff schedules for the following week.

  6. Ensure adequate coverage for peak hours and special events.

  7. Marketing Activities:

  8. Post on social media platforms (e.g., before-and-after photos).

  9. Send out email promotions or reminders for upcoming offers.

  10. Cleanliness and Maintenance:

  11. Deep clean floors, mirrors, and waiting areas.
  12. Check that tools and equipment are functioning properly.

C. Monthly Salon Operations Checklist

  1. Performance Reviews:

    • Conduct one-on-one meetings with staff to discuss goals and feedback.
    • Review stylist productivity (e.g., number of clients served, retail sales).

  2. Financial Review:

    • Analyze revenue, expenses, and profit margins.
    • Identify high-demand services and opportunities for upselling.

  3. Client Retention Analysis:

    • Track returning vs. new clients.
    • Identify reasons for client drop-off and plan strategies to re-engage them.

  4. Update Service Menu:

    • Evaluate adding new treatments or updating prices based on market trends.

2. Salon Operations Templates

A. Daily Operations Log Template

| Time | Task | Assigned Staff | Status (Done/Not Done) | Notes |
|--------------|------------------------------|--------------------|----------------------------|-----------------------------------|
| 8:00 AM | Open salon | Manager/Receptionist | [Status] | Inspect for cleanliness |
| 8:30 AM | Review appointments | Receptionist | [Status] | Note VIP clients or special services |
| 9:00 AM | Replenish supplies | Stylist/Assistant | [Status] | Ensure all stations are ready |
| Throughout | Provide client services | Stylists | [Status] | Maintain high service standards |
| 8:30 PM | Clean stations and lock up | Manager | [Status] | Secure tools and cash |

B. Inventory Management Template

| Product Name | Category | Current Stock | Reorder Level | Supplier | Last Order Date | Next Order Due |
|-----------------------|------------------|-------------------|--------------------|--------------------|----------------------|--------------------|
| Shampoo (500ml) | Hair Care | 30 | 10 | Vendor A | 01/10/2025 | 02/01/2025 |
| Hair Dye (Color A) | Color | 20 tubes | 5 | Vendor B | 01/12/2025 | 01/25/2025 |
| Nail Polish (Red) | Nail Care | 15 | 5 | Vendor C | 12/20/2024 | 01/15/2025 |

C. Appointment Schedule Template

| Time | Client Name | Service | Assigned Stylist | Special Notes |
|--------------|--------------------|-----------------------|-----------------------|----------------------------|
| 9:00 AM | Jane Doe | Haircut and Style | Sarah | Prefers layered style |
| 9:30 AM | John Smith | Haircut | Alex | Short fade requested |
| 10:00 AM | Emily Clark | Manicure | Tina | Bring seasonal colors |
| 11:00 AM | Lisa Brown | Hair Coloring | Sarah | Cover gray roots, dark brown|

D. Staff Schedule Template

| Day | Shift Time | Role | Employee Name | Backup Staff | Notes |
|----------------|----------------|--------------------|---------------------|--------------------|-------------------------------|
| Monday | 9 AM - 5 PM | Stylist | Jane Doe | John Smith | Peak hours between 12-3 PM |
| Monday | 1 PM - 9 PM | Nail Technician | Alice Brown | Sarah Green | Focus on evening appointments|
| Tuesday | 10 AM - 6 PM | Manager | Maria Gonzalez | Alex Lee | Inventory delivery expected |

E. Marketing Campaign Tracker Template

| Campaign Name | Objective | Start Date | End Date | Platform | Outcome |
|--------------------------|-----------------------------|-------------------|-------------------|--------------------|-----------------------------|
| Valentine's Day Special | Attract couples for services | 02/01/2025 | 02/14/2025 | Instagram, Email | Increased bookings by 20% |
| Loyalty Program Launch | Improve client retention | 01/10/2025 | Ongoing | Email, In-store | 50 sign-ups in first week |

F. Performance Review Template

| Metric | Target | Actual Value | Variance (+/-) | Notes/Action Plan |
|--------------------------|------------------|--------------------|--------------------|-----------------------------|
| Client Retention (%) | 80% | 75% | -5% | Follow up with inactive clients |
| Retail Sales ($) | $3,000/month | $2,800 | -$200 | Train staff on product upselling |
| Average Service Revenue ($)| $60 | $55 | -$5 | Focus on high-value services |

3. Key Metrics for Salon Operations

A. Revenue Metrics

  1. Average Revenue Per Client (ARPC):

  2. Formula:
    [ {ARPC} = \frac{{Total Revenue}} / {{Number of Clients}} ]

  3. Revenue by Service Type:

  4. Formula:
    [ {Revenue by Service} = \frac{{Total Revenue from Service}} / {{Number of Services Provided}} ]

B. Staff Performance Metrics

  1. Utilization Rate:
  2. Formula:
    [ {Utilization Rate (\%)} = \frac{{Hours Worked on Clients}} / {{Total Available Hours}} * 100 ]

C. Customer Metrics

  1. Retention Rate:

  2. Formula:
    [ {Retention Rate (\%)} = \frac{{Returning Clients}} / {{Total Clients}} * 100 ]

  3. No-Show Rate:

  4. Formula:
    [ {No-Show Rate (\%)} = \frac{{Missed Appointments}} / {{Scheduled Appointments}} * 100 ]

4. Tools for Salon Operations

  1. Appointment Management:

  2. Fresha, Square Appointments, Booksy.

  3. Inventory and POS:

  4. SalonTarget, Zenoti, Clover POS.

  5. Marketing Tools:

  6. Mailchimp (email campaigns), Canva (social media visuals).

  7. Performance Tracking:

  8. Google Sheets, Tableau, QuickBooks (for finances).

5. Best Practices for Salon Operations

  1. Automate Scheduling: Use online booking to reduce errors and save time.
  2. Upsell Retail Products: Train staff to recommend products to clients.
  3. Engage Clients: Follow up after appointments with thank-you emails or exclusive offers.
  4. Monitor Metrics: Track key KPIs (e.g., ARPC, retention) to identify areas for improvement.
  5. Focus on Cleanliness: Adhere to strict hygiene protocols to maintain client trust.
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