Charting

The stylist's record of what actually happened — formulas, observations and aftercare, kept visit to visit so the next appointment starts where the last one ended.

4 articles

• Build a chart templateThe sheet your team fills in at the chair — the fields on it, which ones carry forward from the last visit, and what publishing does.
• Chart a visitRecording the formula while the client is still in the chair — starting a chart, carrying last visit's answers forward, and what completing it means.
• A client's chart historyReading back across visits — the timeline, asking a plain-English question about a client, and comparing two visits side by side.
• Correcting a completed chartA finished chart is a record, not a draft. How to put something right without quietly rewriting history.