{"id":21360,"date":"2017-11-02T17:14:30","date_gmt":"2017-11-02T16:14:30","guid":{"rendered":"https:\/\/phorest-ob-staging.com\/?p=21360"},"modified":"2019-02-18T13:51:16","modified_gmt":"2019-02-18T12:51:16","slug":"client-notes-customer-service","status":"publish","type":"post","link":"https:\/\/www.phorest.com\/gb\/blog\/client-notes-customer-service\/","title":{"rendered":"24 Key Client Notes For Delivering Memorable Customer Service"},"content":{"rendered":"<p>Let&#8217;s state the\u00a0obvious and get straight to business: client notes are crucial. Not only do they help communicate internal information, but when done right, they also\u00a0play a massive role in making your client&#8217;s passage in your salon memorable. They&#8217;re like an additional memory card to your brain. Let&#8217;s be real; you can&#8217;t possibly remember every little detail about your clients. The question is: <em>&#8216;What is worth writing down and will help everyone in the salon deliver the most memorable and exceptional customer service?&#8217;<\/em><\/p>\n<p><!--more--><\/p>\n<h2>A Few Ideas&#8230;<\/h2>\n<p>Getting into the habit of taking down notes might not come to you straight away. If you&#8217;re\u00a0already a <em>pro<\/em> at this, skip this section and go\u00a0straight to <em>&#8216;What You Should Jolt Down: A Few Ideas&#8217;<\/em>\u00a0to see\u00a0if there are any new ideas that you can use. However, if you&#8217;re only getting started with note-taking, I recommend listening to this episode of Phorest FM. Client notes can be taken when scheduling an appointment,\u00a0when your client checks-in, during the appointment and even when they come back to the reception to pay.<\/p>\n<p><span class=\"s1\">The 22-minute long episode features salon manager Kristina Malone, from boudoir-style Dublin waxing salon Waxperts, and discusses the business&#8217; focus on putting back the <em>&#8216;treat&#8217;<\/em> into treatments. More specifically, how to provide customers and prospective clients with the best possible customer service and experience before, during and after their appointments. And guess what? It includes<\/span><span class=\"s1\">\u00a0client notes.<\/span><\/p>\n<p><strong>Listen here:<\/strong><\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.podbean.com\/media\/player\/bzjb5-6b9a12&amp;?from=site&amp;skin=1&amp;fonts=Helvetica&amp;auto=0&amp;download=0&amp;share=1&amp;btn-skin=111\" width=\"100%\" height=\"100\" frameborder=\"0\" scrolling=\"no\" data-name=\"pb-iframe-player\"><\/iframe><\/p>\n<h3>What You Should Jolt Down: A Few Ideas<\/h3>\n<p><strong>Important:\u00a0When writing down client notes, only put factual stuff. Do not write down opinions; clients have the right to request to see your notes. What you write\u00a0is there to help you build a magical client experience and improve the offering, so forget the <em>&#8216;miserable,&#8217;<\/em> <em>&#8216;always late,&#8217;<\/em> etc.<\/strong><\/p>\n<p>The usual, and let&#8217;s be honest, easy ones:<\/p>\n<ul>\n<li>Tea and\/or coffee preferences<\/li>\n<li>Do they have kids? If so, how many and what are their names?<\/li>\n<li>Occupation, work industry<\/li>\n<li>Magazine preferences<\/li>\n<li>Are they getting married?<\/li>\n<li>Do they have a\u00a0holiday planned?<\/li>\n<li>Are they pregnant and\/or expecting soon?<\/li>\n<\/ul>\n<p>Other types of notes:<\/p>\n<ul>\n<li>Client hair type<\/li>\n<li>Colour formulas<\/li>\n<li>Colour history<\/li>\n<li>Preferred retail products<\/li>\n<li>Marketing\/offers preference: email or SMS<\/li>\n<li>Past issues<\/li>\n<li>Preferred stylists<\/li>\n<li>Preferred nail colours<\/li>\n<li>Lash size<\/li>\n<li>Eyebrow dye shade<\/li>\n<li>Tanning shade<\/li>\n<li>Any allergies<\/li>\n<li>Skin problems\/sensitivities<\/li>\n<li>Questions they have asked<\/li>\n<li>Water temperature<\/li>\n<li>Friends or relations who also come to the salon<\/li>\n<li>Who recommended them<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-21387\" src=\"https:\/\/d2dfxqxblmblx4.cloudfront.net\/wp-content\/uploads\/2017\/11\/02152625\/ClientNotes_PhorestSalonSoftware.jpg\" alt=\"client notes\" width=\"800\" height=\"300\" srcset=\"https:\/\/d2dfxqxblmblx4.cloudfront.net\/wp-content\/uploads\/2017\/11\/02152625\/ClientNotes_PhorestSalonSoftware.jpg 800w, https:\/\/d2dfxqxblmblx4.cloudfront.net\/wp-content\/uploads\/2017\/11\/02152625\/ClientNotes_PhorestSalonSoftware-300x113.jpg 300w, https:\/\/d2dfxqxblmblx4.cloudfront.net\/wp-content\/uploads\/2017\/11\/02152625\/ClientNotes_PhorestSalonSoftware-768x288.jpg 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/p>\n<h2>Taking Client Notes With Phorest Salon Software<\/h2>\n<p>Say goodbye to lost post-it notes, notes on your personal phone, the about-to-burst-with-paper binders and the stress of passing over what you wrote down to another therapist, stylist or owner! We&#8217;re in the digital age, and Phorest Salon Software is there to help.<\/p>\n<p>First things first, let&#8217;s clarify the difference between client notes and appointment notes in the system.\u00a0Client Notes are notes which are always with that client&#8217;s information. They can include colour reminders, general preferences and even marketing information. These are the notes we discussed all throughout this article. Notably\u00a0different, appointment notes\u00a0are specific to that particular appointment. For example, &#8216;client might be late&#8217;. These types of notes move to the &#8216;Previous Appointment Notes&#8217; box following the next appointment.<\/p>\n<p>In Phorest Salon Software, there are separate notes for services notes such as colour formulas. These different sections include:<\/p>\n<ul>\n<li>Email\/SMS History\u00a0<em>(automatically generated)<\/em><\/li>\n<li>Medical History<\/li>\n<li>Patch Tests\u00a0<em>(automatically generated)<\/em><\/li>\n<li>Credit Terms<em>\u00a0(automatically generated)<\/em><\/li>\n<li>TreatCard\u00a0<em>(automatically generated)<\/em><\/li>\n<li>Vouchers\u00a0<em>(automatically generated)<\/em><\/li>\n<li>Service History <em>(automatically generated)<\/em><\/li>\n<li>Product History\u00a0<em>(automatically generated)<\/em><\/li>\n<li>Courses\u00a0<em>(automatically generated)<\/em><\/li>\n<li>Memberships\u00a0<em>(automatically generated)<\/em><\/li>\n<li>Notes<\/li>\n<\/ul>\n<p>To view these sections in Phorest Salon Software, simply log in, click &#8216;Clients&#8217;, and double-click on the client to which you wish to add or view a note.<\/p>\n<h3>Step-by-Step Guides<\/h3>\n<ol>\n<li><strong>Getting Client Notes To Appear On The Appointment Screen<\/strong><br \/>\nTo view the detailed step-by-step, <a href=\"https:\/\/phorest.jira.com\/wiki\/spaces\/PC\/pages\/65667176\/How+to+get+client+notes+to+appear+on+the+Appointment+Screen\" rel=\"noopener\">click here<\/a>.<\/li>\n<li><strong>Setting Up An Important Alert For A Client On Check-In<\/strong><br \/>\nTo view the detailed step-by-step, <a href=\"https:\/\/phorest.jira.com\/wiki\/spaces\/PC\/pages\/78053416\/How+do+I+setup+an+important+alert+for+a+client+for+when+they+check+in\" rel=\"noopener\">click here<\/a>.<\/li>\n<\/ol>\n<p>Got feedback? Leave us a comment or tweet us @ThePhorestWord!<\/p>\n<p>Thanks for reading!<\/p>\n<p>#LetsGrow<\/p>\n<hr \/>\n<h2>Not A Phorest Salon Software Client?<\/h2>\n<p>Our salon software solution takes the pain out of managing and growing the salon you\u2019ve always dreamed of owning.<\/p>\n<p>Why not\u00a0<a href=\"\/gb\/features\/\">check out all our features<\/a>\u00a0and book a demo with one of our business consultants.<\/p>\n<hr \/>\n<h5>Featured imaged shot on location of <a href=\"https:\/\/www.nuessence.ie\/\" rel=\"noopener\">Nu Essence<\/a>, in Dublin. \u00a9 2017 Phorest Salon Software.<\/h5>\n","protected":false},"excerpt":{"rendered":"<p>Let&#8217;s state the\u00a0obvious and get straight to business: client notes are crucial. Not only do they help communicate internal information, but when done right, they also\u00a0play a massive role in making your client&#8217;s passage in your salon memorable. They&#8217;re like an additional memory card to your brain. Let&#8217;s be real; you can&#8217;t possibly remember every &hellip; <a href=\"https:\/\/www.phorest.com\/gb\/blog\/client-notes-customer-service\/\">Continued<\/a><\/p>\n","protected":false},"author":25,"featured_media":21393,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1443],"tags":[4955,4956,4957],"class_list":["post-21360","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-service-sales-marketing","tag-client-notes-gb","tag-preferences-gb","tag-salon-software-notes-gb"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>24 Key Client Notes For Delivering Memorable Customer Service | Phorest<\/title>\n<meta name=\"description\" content=\"Forget opinions and mean comments. 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So, what should you write?\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.phorest.com\/gb\/blog\/client-notes-customer-service\/\" \/>\n<meta property=\"og:site_name\" content=\"Phorest\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/phorestsalonsoftware\" \/>\n<meta property=\"article:published_time\" content=\"2017-11-02T16:14:30+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-02-18T12:51:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/d2dfxqxblmblx4.cloudfront.net\/wp-content\/uploads\/2017\/11\/02152936\/ClientNotes_1200x940_NewDimensions-150x150.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1153\" \/>\n\t<meta property=\"og:image:height\" content=\"442\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Alex B\u00e9lisle-Springer\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/d2dfxqxblmblx4.cloudfront.net\/wp-content\/uploads\/2017\/11\/02152936\/ClientNotes_1200x940_NewDimensions-150x150.jpg\" \/>\n<meta name=\"twitter:creator\" content=\"@thephorestword\" \/>\n<meta name=\"twitter:site\" content=\"@thephorestword\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Alex B\u00e9lisle-Springer\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.phorest.com\/gb\/blog\/client-notes-customer-service\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.phorest.com\/gb\/blog\/client-notes-customer-service\/\"},\"author\":{\"name\":\"Alex B\u00e9lisle-Springer\",\"@id\":\"https:\/\/www.phorest.com\/gb\/#\/schema\/person\/ffd80693198c2f00b7eb7a39d1894c55\"},\"headline\":\"24 Key Client Notes For Delivering Memorable Customer Service\",\"datePublished\":\"2017-11-02T16:14:30+00:00\",\"dateModified\":\"2019-02-18T12:51:16+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.phorest.com\/gb\/blog\/client-notes-customer-service\/\"},\"wordCount\":738,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.phorest.com\/gb\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.phorest.com\/gb\/blog\/client-notes-customer-service\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/d2dfxqxblmblx4.cloudfront.net\/wp-content\/uploads\/2017\/11\/02152936\/ClientNotes_1200x940_NewDimensions.jpg\",\"keywords\":[\"client notes\",\"preferences\",\"salon software notes\"],\"articleSection\":[\"Customer Service\"],\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.phorest.com\/gb\/blog\/client-notes-customer-service\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.phorest.com\/gb\/blog\/client-notes-customer-service\/\",\"url\":\"https:\/\/www.phorest.com\/gb\/blog\/client-notes-customer-service\/\",\"name\":\"24 Key Client Notes For Delivering Memorable Customer Service | Phorest\",\"isPartOf\":{\"@id\":\"https:\/\/www.phorest.com\/gb\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.phorest.com\/gb\/blog\/client-notes-customer-service\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.phorest.com\/gb\/blog\/client-notes-customer-service\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/d2dfxqxblmblx4.cloudfront.net\/wp-content\/uploads\/2017\/11\/02152936\/ClientNotes_1200x940_NewDimensions.jpg\",\"datePublished\":\"2017-11-02T16:14:30+00:00\",\"dateModified\":\"2019-02-18T12:51:16+00:00\",\"description\":\"Forget opinions and mean comments. 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