Chart a visit
Recording the formula while the client is still in the chair — starting a chart, carrying last visit's answers forward, and what completing it means.
2 min readUpdated August 16, 2026Stylists · Managers · Owners
The colour is on and there are ten quiet minutes. This is the only moment the formula is exactly right in somebody's head, and it is the moment it either gets written down or doesn't.
Apps → Charting → Charts is where charts live, and where new ones start.
Starting one
- 1
Press New chart.
- 2
Pick the template — only published ones are offered.
- 3
Pick the client. It's optional, and it's the thing that makes the chart worth writing: an unattached chart never joins anybody's history.
- 4
Press Create & capture. The chart opens straight into the form, marked In progress.
- 5
If they've been in before, press Copy from last visit — it pulls the carry-forward fields through from their last completed chart on this template, and you edit from there.
- 6
Fill in what changed. Save progress if you're interrupted; Complete chart when you're done.
Complete, save, discard
Three buttons, and the difference between them matters.
Save progress keeps the chart open. Nothing is final, required fields aren't checked, and it shows as In progress in the list. This is the right button while the client is still in the building.
Complete chart turns it into a record. Required fields are checked first — if any are empty, you're told which and nothing is saved as complete. Once completed, the chart is read-only and joins the client's history. Putting something right afterwards is a correction, which is deliberate and leaves a trail.
Discard deletes the in-progress chart and everything in it. There's a confirmation, and no undo behind it.
Copying forward
Which fields carry forward is decided on the template, not at the chair — a formula usually should, "what the client reports today" shouldn't. Pressing Copy from last visit brings those through and leaves the rest blank.
It's worth being deliberate about this. A stylist who copies forward and completes without reading has produced a chart that is confidently wrong, and the next stylist has no way to tell. Copy, then read what it filled in.
If your template has Offer AI chart suggestions from past visits switched on, a Suggest from past visits button appears alongside. It reads the client's previous charts and proposes values with its reasoning — a prompt to think about, not something that fills the form in for you.
Common questions
Do I have to attach a client?
No — the client is optional, and a chart without one still records perfectly well. It just won't appear in anybody's chart history, which is most of what charting is for. Attach the client unless there genuinely isn't one.
What does Copy from last visit bring through?
The fields your template marks as pre-filling, taken from that client's most recent completed chart on the same template. It's a starting point, not a verdict — everything it fills in is yours to edit before you complete.
The client's still processing and I need to go.
Press Save progress. The chart stays In progress with everything you've typed, and you pick it up from the Charts tab later.
Can I edit a chart after I've completed it?
Not directly — a completed chart is a record. You can Correct it, which keeps the original and logs the reason. See Correcting a completed chart.
I started the wrong template.
Discard, while it's still in progress. That deletes the chart and everything typed into it, and can't be undone. Start the right one.
It won't let me complete the chart.
A required field is still empty — the message names which. Fields marked required on the template have to be answered before a chart can be completed.
Related articles
- Build a chart templateCharting · The sheet your team fills in at the chair — the fields on it, which ones carry forward from the last visit, and what publishing does.
- A client's chart historyCharting · Reading back across visits — the timeline, asking a plain-English question about a client, and comparing two visits side by side.
- Correcting a completed chartCharting · A finished chart is a record, not a draft. How to put something right without quietly rewriting history.
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