1. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Chapter 13 Salon and Spa Forms and Items for Record-Keeping

2. © Copyright 2012 Milady, a part of Cengage Learning. 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) © Milady, a part of Cengage Learning. Photography by Dino Petrocelli

3. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Employee Application Forms

4. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Evaluation and Interview Forms

5. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. 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

6. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. 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.

7. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. 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

8. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. 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 © Milady, a part of Cengage Learning. Photography by Dino Petrocelli

9. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Appointment Cards

10. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Client Record Cards

11. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Client Evaluation Cards

12. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Technician Daily Sales Record Sheets

13. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Technician Monthly Report Sheets

14. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Technician Yearly Report Forms

15. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Technician Yearly Report Forms (Contd.)

16. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Inventory-Control Report Forms

17. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Inventory-Control Report Forms (Contd.)

18. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Want List

19. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Repair List

20. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Daily Report Forms for Salons and Spas

21. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Weekly Salon and Spa Report Forms

22. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Monthly Salon and Spa Report Forms

23. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Yearly Reports on Salon and Spa Activities

24. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Technician Service Sheets

25. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Technician Service Sheets (Contd.)

26. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Bank Deposit Record Book

27. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. 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

28. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. 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.

29. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. 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

30. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. 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

31. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. 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

32. © Copyright 2012 Milady, a part of Cengage Learning. All Rights Reserved. Always backing up electronic files will save you from unneeded stress Seek help from an accountant regarding forms and bookkeeping practices Summary (Contd.)