Transcript Chapter 13 Salon and Spa Forms and Items for Record

Chapter 13
Salon and Spa Forms and
Items for Record-Keeping
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All Rights Reserved.
Forms
 The forms you use determine whether you
have on hand the information you need to run
your business properly
 Computer-generated forms
– should be backed up
– should have a hard copy
in case of computer failure
or human failure
(accidental deletion)
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Employee Application Forms
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Evaluation and Interview Forms
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Appointment Book
 The appointment book is the most important
record in your salon and spa
 Paper books should be large enough to hold
all of the salon and spa information
 Computerized appointment books should be
backed up at the end of each day
 The appointment book should have a column
for each technician
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Appointment Book
 When a person calls for an appointment:
– his or her name should be recorded.
– the appropriate time should be noted.
– the type of service should be stated.
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Appointment Book
 A phone number should be taken in case the
requested technician cannot make it to work
for some reason
 A “T” or an “R” should be used to indicate if
the client is a transit/walk-in or a request
customer.
 A diagonal line is drawn through a client’s
name when he or she arrives
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Appointment Book
 When the client leaves, an
“X” is made to indicate that
he or she has left the
salon and spa
 Most salons and spas using
the computer can also now
make appointments online
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Appointment Cards
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Client Record Cards
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Client Evaluation Cards
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Technician Daily Sales
Record Sheets
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Technician Monthly
Report Sheets
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Technician Yearly
Report Forms
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Technician Yearly
Report Forms (Contd.)
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Inventory-Control
Report Forms
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Inventory-Control
Report Forms (Contd.)
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Want List
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Repair List
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Daily Report Forms for
Salons and Spas
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Weekly Salon and Spa
Report Forms
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Monthly Salon and Spa
Report Forms
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Yearly Reports on Salon
and Spa Activities
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Technician Service
Sheets
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Technician Service
Sheets (Contd.)
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Bank Deposit Record Book
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Bank Deposit Receipts
 Should show the same amount that the salon
and spa grossed the day before
 Should be stapled to the daily salon and spa
report and filed away with it
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Employees’ Tip Report Forms
 Tip report form must be given to all employees
 Employees are required to state the amount of
tips over a specified figure and return the form
to you
 You are required to withhold taxes on that
amount from their regular salary checks.
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Checkbook
 For salon and spa use only
 Personal checks written on business
accounts cause tax problems and pave the
way to a bankrupt salon and spa
 Several forms and types of information stubs
are available
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Tax Forms
 Obtain free forms at any IRS office
 Three (or more) forms needed include:
– federal government
– state government
– city head tax and/or income tax
 State sales tax, federal sales tax, and taxes
on vending machines may all have to be
remitted
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Summary
 The forms you use in your salon and spa will
determine whether you have on hand the
information you will need to run your
business
 The appointment book contains information
about your clients, how often they come in,
and what services they use
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Summary (Contd.)
 Always backing up electronic files will save
you from unneeded stress
 Seek help from an accountant regarding
forms and bookkeeping practices
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