Hair Colorist Templates

Hair Colorist Templates

There is a huge number of templates that someone in the Hair Colorist role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Hair Colorist. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Client Consultation Form
2. Hair Color Formulation Sheet
3. Appointment Schedule
4. Inventory Management Spreadsheet
5. Sales Report
6. Expense Tracker
7. Marketing Plan Template
8. Social Media Content Calendar
9. Training Manual
10. Performance Review Template

Reports

Reports are often prepared by a Hair Colorist to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Sales Report
2. Inventory Report
3. Client Retention Report
4. Product Usage Report
5. Appointment Book Report
6. Staff Performance Report
7. Marketing Campaign Report
8. Financial Statement Report
9. Trend Analysis Report
10. Customer Feedback Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Hair Colorist does and how they do it.

1. Hair Color Application SOP
2. Hair Color Consultation SOP
3. Hair Color Mixing SOP
4. Hair Color Correction SOP
5. Hair Color Maintenance SOP
6. Hair Color Removal SOP
7. Hair Color Product Inventory SOP
8. Hair Color Safety and Sanitation SOP
9. Hair Color Trend Research SOP
10. Hair Color Client Record Keeping SOP

Presentations

Hair Colorist presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Hair Color Trends
2. Client Before and After Showcase
3. Hair Color Techniques and Tips
4. Product Recommendations for Different Hair Colors
5. Hair Color Maintenance Guide

Legal Docs

There are several key times when a Hair Colorist needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Client Consent Form
2. Liability Waiver
3. Service Agreement
4. Non-Disclosure Agreement
5. Employment Contract

Health & Safety Templates

Health & Safety templates for a Hair Colorist ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Hazard Communication Program Template
2. Chemical Inventory Template
3. Personal Protective Equipment (PPE) Assessment Template
4. Emergency Action Plan Template
5. Workplace Violence Prevention Plan Template

Calendars

Setting up Hair Colorist calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Appointment Calendar
2. Client Schedule Calendar
3. Product Inventory Calendar
4. Marketing Campaign Calendar
5. Training and Education Calendar

Invoice Templates

Several types of Hair Colorist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Hair Color Services Invoice
2. Product Sales Invoice
3. Salon Rental Invoice
4. Commission Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

For a Hair Colorist to get insights related to the work they do, they need to send out Hair Colorist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Hair Color Preference Survey
3. Salon Service Feedback Survey
4. Hair Care Product Feedback Survey
5. Trend and Style Preference Survey

Meeting Agendas

Having premade Hair Colorist meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Client Consultation Meeting
3. Product Training Meeting
4. Marketing Strategy Meeting
5. Performance Review Meeting

Budget Templates

To manage finances well, a Hair Colorist would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expenses Template
2. Salon Supplies and Inventory Template
3. Marketing and Advertising Budget Template
4. Professional Development and Education Budget Template
5. Salon Equipment and Maintenance Budget Template

Dashboards

Dashboards are a useful way for a Hair Colorist to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Client Retention Dashboard
3. Inventory Management Dashboard
4. Marketing Campaign Dashboard
5. Stylist Performance Dashboard

Proposal Templates

For bidding or requesting work, a Hair Colorist needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Hair Coloring Package Proposal
2. Special Occasion Hair Coloring Proposal
3. Hair Coloring and Styling Combo Proposal
4. Hair Coloring Consultation Proposal
5. Hair Coloring Maintenance Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Hair Colorist templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.