Hairdresser Templates

Hairdresser Templates

There is a huge number of templates that someone in the Hairdresser 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 Hairdresser. 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. Appointment Schedule
3. Daily Sales Report
4. Inventory Checklist
5. Expense Tracker
6. Marketing Plan
7. Staff Schedule
8. Product Order Form
9. Salon Maintenance Checklist
10. Monthly Profit and Loss Statement

Reports

Reports are often prepared by a Hairdresser 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. Appointment Book Report
4. Client Retention Report
5. Staff Performance Report
6. Product Usage Report
7. Marketing Campaign Report
8. Financial Statement Report
9. Customer Feedback Report
10. Training and Development 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 Hairdresser does and how they do it.

1. Haircut SOP
2. Hair coloring SOP
3. Hair styling SOP
4. Hair treatment SOP
5. Shampooing SOP
6. Blow-drying SOP
7. Perm SOP
8. Hair extensions SOP
9. Updo SOP
10. Bridal hair SOP

Presentations

Hairdresser 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 Trends
2. Client Before and After
3. Product Showcase
4. Salon Services Overview
5. Haircare Tips and Tricks

Legal Docs

There are several key times when a Hairdresser 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 Contract Template
2. Client Consent Form Template
3. Liability Waiver Template
4. Non-Disclosure Agreement Template
5. Independent Contractor Agreement Template

Health & Safety Templates

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

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Personal Protective Equipment (PPE) Assessment Template
5. Chemical Safety Data Sheet (SDS) Template

Calendars

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

1. Appointment Calendar
2. Staff Schedule Calendar
3. Marketing Calendar
4. Inventory Calendar
5. Training Calendar

Invoice Templates

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

1. Monthly Haircut Invoice
2. Hair Coloring Invoice
3. Hair Styling Invoice
4. Hair Treatment Invoice
5. Product Sales Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Haircut and Styling Preferences Survey
3. Product Feedback Survey
4. Salon Experience Survey
5. Appointment Booking Process Survey

Meeting Agendas

Having premade Hairdresser 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 Staff Meeting
2. Client Consultation Meeting
3. Product Training Meeting
4. Marketing Strategy Meeting
5. Salon Performance Review Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Salon Supplies Budget
3. Marketing and Advertising Budget
4. Personal Expenses Budget
5. Savings and Investment Tracker

Dashboards

Dashboards are a useful way for a Hairdresser 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. Appointment Scheduling Dashboard
5. Staff Performance Dashboard

Proposal Templates

For bidding or requesting work, a Hairdresser 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 Haircut and Styling Proposal
2. Hair Color and Highlights Proposal
3. Hair Treatment and Conditioning Proposal
4. Bridal Hair and Makeup Proposal
5. Special Occasion Updo and Styling 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 Hairdresser 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.