Hair Or Beauty Salon Manager Templates

There is a huge number of templates that someone in the Hair Or Beauty Salon Manager 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 Or Beauty Salon Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Sales Report
2. Employee Schedule
3. Inventory Management Spreadsheet
4. Client Appointment Book
5. Marketing Plan Template
6. Staff Performance Evaluation Form
7. Budget and Expense Tracker
8. Salon Menu and Price List
9. Staff Training Manual
10. Salon Maintenance Checklist

Reports

Reports are often prepared by a Hair Or Beauty Salon Manager 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. Staff Performance Report
4. Appointment Book Report
5. Customer Feedback Report
6. Marketing Campaign Report
7. Financial Statement Report
8. Product Usage Report
9. Salon Maintenance Report
10. Competitor Analysis 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 Or Beauty Salon Manager does and how they do it.

1. Opening Procedures
2. Closing Procedures
3. Cash Handling Procedures
4. Appointment Booking Procedures
5. Client Consultation Procedures
6. Product Ordering Procedures
7. Inventory Management Procedures
8. Staff Scheduling Procedures
9. Marketing and Promotions Procedures
10. Health and Safety Procedures

Presentations

Hair Or Beauty Salon Manager 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 Sales Report Template
2. Staff Performance Review Template
3. Marketing Campaign Analysis Template
4. Inventory Management Template
5. Client Feedback Analysis Template

Legal Docs

There are several key times when a Hair Or Beauty Salon Manager 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. Employment Agreement Template
2. Client Consent Form Template
3. Independent Contractor Agreement Template
4. Non-Disclosure Agreement Template
5. Liability Waiver Template

Health & Safety Templates

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

1. Monthly Safety Inspection Checklist
2. Hazard Identification and Risk Assessment Form
3. Incident Report Form
4. Staff Training Record
5. Personal Protective Equipment (PPE) Assessment Form

Calendars

Setting up Hair Or Beauty Salon Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Staff Schedule Calendar
2. Client Appointment Calendar
3. Marketing and Promotions Calendar
4. Inventory and Supplies Calendar
5. Training and Education Calendar

Invoice Templates

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

1. Monthly Salon Services Invoice
2. Product Inventory Invoice
3. Staff Payroll Invoice
4. Supplier Invoice
5. Monthly Salon Expenses Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Service Quality Survey
3. Product Feedback Survey
4. Staff Performance Survey
5. Marketing Effectiveness Survey

Meeting Agendas

Having premade Hair Or Beauty Salon Manager 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. Staff Meeting
2. Performance Review Meeting
3. Marketing Strategy Meeting
4. Inventory Management Meeting
5. Training and Development Meeting

Budget Templates

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

1. Monthly Revenue Budget Template
2. Monthly Expense Budget Template
3. Payroll Budget Template
4. Inventory Budget Template
5. Marketing and Advertising Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Customer Retention Dashboard
3. Inventory Management Dashboard
4. Staff Productivity Dashboard
5. Marketing Campaign Dashboard

Proposal Templates

For bidding or requesting work, a Hair Or Beauty Salon Manager 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 Marketing Proposal
2. Staff Training Proposal
3. Salon Renovation Proposal
4. Product and Equipment Purchase Proposal
5. Customer Loyalty Program 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 Or Beauty Salon Manager 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.

Hair Or Beauty Salon Manager Templates