One record card per client, matched to your industry: contact details, what was done, with what and by whom. Choose your industry, print the card and file it away.
Appointment reminders by
| Date | Service | Note | Done by |
|---|---|---|---|
Appointment reminders by
| Date | Service | Colour formula, development time | Done by |
|---|---|---|---|
Appointment reminders by
I agree that my information about allergies and intolerances may be recorded for my treatment. I can withdraw this consent at any time.
| Date | Service | Products | Skin condition, reaction | Done by |
|---|---|---|---|---|
Appointment reminders by
I agree that my information about allergies and intolerances may be recorded for my treatment. I can withdraw this consent at any time.
| Date | Service | Colour, material | Done by |
|---|---|---|---|
A name and one way of reaching the client are enough to start with. What makes the card valuable is the history: which colour with which developer, which treatment with which product, which nail shape. If you can look up at the next appointment what was done last time, you don't start from scratch, even when a colleague takes over.
Information about allergies, intolerances or medication is data concerning health, one of the special categories of personal data under Article 9 of the UK GDPR; in Ireland, Article 9 of the GDPR says the same. Processing it is prohibited unless one of the conditions listed there applies, and one of them is the client's explicit consent. Record it only with that consent, which is why the beauty and nail cards have a consent field with a signature. Ask only for what you genuinely need for the treatment, and keep health details out of the free-text notes.
Client record cards hold personal data and belong in a lockable cabinet, not out in the open at reception. If a client no longer comes and nothing is outstanding, destroy their card rather than keeping it just in case.
Content last reviewed on 2026-09-25
In Salon Wizard, the client records build themselves from the bookings: contact details, free-text notes, every appointment with its service and team member, recurring appointments. A colour formula goes into the notes there; there are no dedicated fields for formulas or allergies.
See the digital client recordsYes. You don't need an account, and the card is created only in your browser. Nothing you enter is stored anywhere.
The card is designed to be printed and has lines to write on. If you want to keep records digitally, you are better off with software that records the appointments as they are booked.
Yes, with the client's explicit consent. Allergies and intolerances are health data, a special category under Article 9 of the UK GDPR (and of the GDPR in Ireland). The beauty and nail templates have a field with a signature for that consent.
For as long as you need them for your relationship with the client: under the UK GDPR, personal data may be kept no longer than is necessary for the purpose you hold it for. If someone stops coming, destroy the card. Invoices and other business records are a separate matter, and HMRC sets its own minimum periods for keeping those.
On paper, you write up every visit yourself. In digital client records, the appointment is already there with its service and team member as soon as it is booked, and you find the client by searching rather than leafing through a folder.