facials

facials

Monday, May 4, 2015

Website ideas: Salon Hours + scheduling ideas

The Hours page on my [older version] website.

Availability & Hours

Appointment availability: Tuesdays—Fridays
  • Business hours are BY APPOINTMENT. Please call to set up your best appointment time
  • General hours of 1st & last appointments: 11am - 5pm
  • Salon is closed Saturdays, Sundays & Mondays; product pickup IS available on Mondays
  • Please call ahead for product pickup
  • There is no waxing at the salon
  • If you are sick or feel like you are getting sick, please call me to reschedule your appointment
To schedule an appointment, request product pickup,
or to purchase a Gift Certificate please call 303.330.6161


Letting your clients know the hours your salon is open is obvious, but crucial. It’s not the end of the world if a potential customer has to call to find out your hours, but to me it’s not preferable. This information should be readily available, whether on the web or on your salon door or spa desk. Since facials are by appointment services, having your hours readily available for potential clients to see just makes thing easier.

As you can see I have a shorter, 4-day work week (Tuesday-Friday) and not a long day (10:30am to potentially 6:30pm, with first and last appointments at 11am and 5pm). This lighter schedule has come from 30 years working as an aesthetician. I’m still in the game, don’t get me wrong, but I will say without a doubt I am not the workhorse I used to be. This more relaxed way of being coincides with my mental state as a now almost 54-year-old person. I loved having drive and ambition. Now I have experience—a seasoned aesthetician as someone once called me. So don’t take my schedule as lackadaisical, see it as something to strive for perhaps after you have put in your “time.”

When I first started my business in 1994, I worked every other Monday and every other Saturday. This meant that one week I worked Monday-Friday with Saturday, Sunday, and Monday off. The next week I’d work Tuesday-Saturday with only Sunday off. This, however, gave me two Saturdays off per month, something I hadn’t experienced for years, along with 3 days off in a row every other week.

Other years I worked a straight Tuesday-Saturday schedule, with Sundays and Mondays off. Toward the end of my time in Chicago, I gave myself three days off per week, working Wednesday-Saturday. Now, as you’ve read, I work four day weeks, Tuesday-Friday. I have a volunteer shift at a horse rescue every Saturday, and I never (never) have worked on Sundays.

Also, now I simply don’t like to work early in the morning. My first appointment is 11am. My previous, normal first client would be 10am—for most of my career. I also would offer as late as a 6pm facial. I preferred this get in later, leave later schedule. You may be different. Or you may have children, so you’ll need to be at home earlier.

With the exception of my Chicago storefront, I have always lived relatively close to my salon spaces. Therefore I haven’t ever really been “stuck” at the office if I have long breaks between facials. I can leave, run errands, go walk my dog, or be home writing if I have a cancellation or if my schedule simply isn’t completely full or I have long breaks. This may not be possible for everyone, but living close to my office is almost a must for me, giving me flexiblity with my by appointment schedule. 

You will be the determiner of your schedule. Working Mondays can be beneficial since many salons and spas are closed Mondays. You, then, can catch a lot of business with people who want Monday facials. Don’t be afraid to experiment and see what works best for you. Without giving different schedules a try, you might not know what will truly work best for you and your clients as well.

This page on my website gives
a potential client the basic guidelines for my business. As I’ve said, currently I don’t work in the early morning nor super late at night. In previous years my 1st appointment was at 9:30am or 10am and my last availability was a 6pm facial. Up until recently I always worked on Saturdays, a key day for all the Monday through Friday 9 to 5ers. You will have to come up with whatever hours work best for you in your life. Experiment. You may come up with a schedule you love that you hadn’t considered before.   

If you are sick or feel like you are getting sick, please call me to reschedule your appointment. As you will see as you go through my website pages for salon information, I have this line repeated throughout. It’s repeated because it is important. I would not go into my work environment if I was sick because the potential to get a client sick is high. And I do expect the same respect from my clients. Most are very conscientious and would never put me in harm’s way, but there are always those who just don’t get it. I have had too many sick clients come in for their facials and get me sick. So please, just don’t do it!

Also see:

Friday, May 1, 2015

Website ideas: Services explained

In the blog post, Take Aways/Take Ones, I show a physical promotional piece a potential client can take home to see what my business and services are all about. Below is the [older version of the] Services page from my website. It has similar information, but not exactly.
The Services page from my website.

SALON/Services
Yonka Facial Treatments

Yonka Signature Facial $115

* Thorough cleansing
* Detailed skin analysis
* Soft gel peel (gommage)                                     
* Micropeel (gentle secondary exfoliation)
* Manual extractions as needed
* Relaxing facial massage with botanical treatment creams and ampoules
* Therapeutic mask with aromatic compress to ensure calming of any skin type                                               
* Finishing cream plus eye and lip treatment
 

Yonka-Paris One-Hour Facial $95

For most of my career I have given the Signature Facial, which is a bit more involved than this 60-minute treatment. However, in this climate of trying to stretch a dollar further, I have found the 60-minute/$95 facial to be a wonderful and popular alternative for those looking for a great treatment at a lower price.

This version of the Yonka Signature Facial is highly effective and beneficial for all skin types. With this hour-long treatment you will receive:
  • Thorough cleansing
  • Detailed skin analysis
  • Soft gel peel (gommage)
  • Manual extractions as needed***
  • Botanical treatment creams and ampoules designed for each individual’s needs
  • Therapeutic mask with aromatic compress to ensure calming of any skin type
  • Finishing cream plus eye and lip treatment
***If you have “no-problem” skin, I can do a first-time client in an hour. HOWEVER, if you have problems and need a lot of extractions, your initial/first facial needs to be longer and therefore the Signature Facial is what you’ll need to book with me***

Although I try my best to keep to the “60 minute” or other timeframe for each facial, I am not a clock! And some days, depending on your skin
’s needs, I go over the time allotted and sometimes I may go under. The times are a guideline and not set in stone.

If you are sick or feel like you are getting sick, 
please call me to reschedule your appointment. 


Call 303.330.6161 to set up your appointment,
and I look forward to seeing you soon!



Most of this is self-explanatory. I’m just letting the potential client know what she can expect from her facial treatments with me. She can spend as much time as she wants on my website reading about me (in the About Carolyn section), the products I use, as well as all the things listed under the Salon button, including my services. Before I go to see a new practitioner of any vocation, I like to look on the Web and see what he or she is all about. The proof is always in the actual physical interaction with the professional, but giving new clients an idea about who you are and how you run your business can be very beneficial.

You may have already read on other posts where I explain my feelings about clients who come in sick. This is an obvious point, and I have it listed—highlighted in yellow for impact—on every page in the Salon section of my website.

Wednesday, April 29, 2015

Client Information Charts—Part II

Although I have already written a post about this subject, see Client Information Charts—Part I, there is more good information in this article so I’m including it here as an addition to the original post.

The following was written back in 1990, before I had published my first book, Timeless Skin. I was gathering information to write a book for aestheticians that never made it into book form. Much of the content I have prepared for this blog was inspired by that idea—providing information to help aestheticians. 


The Importance of Creating A Client’s 
Skin Care Consultation Form
    
As aestheticians, we need to understand the importance of knowing our clients, from the inside out. The more questions we pose to the client, the more we are going to understand about the condition of her health, and therefore the condition(s) of her skin.

Other than the obvious name, address, and phone number (needed just in case you have to cancel or change an appointment), you must find out her date of birth. Over the years I have had several women actually refuse to give me the year of their birth. In this situation my reply to their reaction is this: In order to get a full and complete understanding about the condition of your skin, it is helpful if I know, chronologically, how many years it has been alive. At this point, she will either reluctantly give me the information or she won’t. Don’t fight it, just get her general age if nothing else. It is true: knowing how long a client has been alive does help me better understand the condition of her skin as I am seeing it that first time.

After that, more basic information can be asked such as Do you wear contacts? Are they in or out? Do you have allergies to any known ingredients or products you have used on your skin recently? Most women are not still using products on their skin that have caused reactions, however there may be ingredients in your products she may have an intolerance to and you need to make a note of these.

I always ask Do you take any oral medication on a daily basis? This is an important question; let me explain. Medication taken orally affects all aspects of the body—from your little toe to the hair on your head, including the skin. And of course it’s treating the symptom you are taking the medication for in the first place.

Medication is basically toxic. Its job is to fight off or kill, and it’s affecting the entire organism. We need a great deal of water to help filter these toxins out of the body, so water intake must increase. Medication also depletes vitamin stores (this varies with each medication), which must be replaced if optimum health is to be restored or maintained. Because of this, there is usually some degree of dehydration and possibly some specific vitamin deficiencies lurking around. So be on the lookout for these conditions when analysing the skin, and remember their presence is probably due in part, at the least, to any medications your client is currently taking.

Some women don’t consider The Pill as “medication.” However, it is. The Pill contains hormones that alter normal bodily functions and will produces some of the same effects mentioned above as well as a host of conditions on its own.

The birth control pill tricks your body into thinking it’s pregnant. In other words, your body cannot distinguish between being on The Pill and being pregnant. So taking The Pill for long periods of time, in my opinion, exhausts the normal body functions—both hormonal and otherwise. This can cause serious damage long-term if the body is not given a chance to recover periodically. And because hormones have so much to do with the skin, primarily sebaceous secretions, it is important to note if your client uses them. Whether it be The Pill for younger women, or estrogen and other hormones for women entering menopause, make a note of these.

Next, Do you smoke?—obviously, this is very important. Smoking (along with air pollution and things that are cold, to name a few) causes a constriction of capillary walls, the hair-like veins that are the blood network to the skin on the face. These capillaries, says one plastic surgeon, “are like wet toilet paper.” Yes, they are very weak indeed and are very easily “broken” or, more accurately, rendered dysfunctional.

Smoking also breaks down vitamin C in the body. Vitamin C is water-soluble and goes out with your urine. It is not stored or produced in the body and therefore must be obtained from our diet on a daily basis. Being deficient in vitamin C is common, and for a client who smokes or lives in a polluted environment or does not have a very balanced and healthful diet, you can almost be sure she is lacking in this very important vitamin.

Vitamin C helps with the production of collagen, which is the supporting structure of the skin. Vitamin C, and specifically bioflavinoids, help maintain the integrity of the capillary walls to prevent their dysfunction. Bioflavinoids are found in the rinds of fruit. Lemon, lime, and grapefruit rinds are especially high in bioflavinoids. Although I am not a big vitamin proponent, I do recommend for my clients to consider taking vitamin C with bioflavinoids to make sure they are getting the necessary amount needed by their bodies. [I keep a container of chewable vitamin C tablets on my desk for my clients.]

Because this vitamin is water-soluble, it is almost impossible to take too much of it (overdose). Whatever is not needed will be filtered out in the urine. However, vitamin C in high doses will induce diarrhea, or excessive looseness of the bowels, so let your body—your bowels—be your guide. If you have a client with chronic constipation, perhaps vitamin C would be helpful for her.

Next, ask How much sun exposure do you receive? Are you in direct sunlight—as in sunbathing—often or rarely? Again, this will help you to access the condition of her skin, and it will also give you a pretty clear indication of the mentality of your client in relation to sun exposure. I find some people really aren’t that concerned with how much sun they are receiving, although sometimes these will also be the clients who are very concerned about the aging process. Finding out the answers to these questions can open up conversations that will surely be helpful to your clients in the long-term. 

It is my belief that overexposure or even exposure to direct sunlight for short periods of time, has a detrimental or degenerating effect on facial tissue. This may be old news, but many of my clients do not buy into all the clinical studies being presented nowadays against frequent sun exposure. They believe that sun truly enhances their looks as opposed to having detrimental effects. The truth is the number one cause of premature aging, other than the natural genetic degeneration process, is sun exposure. I’m not advocating absolutely no sun exposure, however I am suggesting that direct sunlight not be allowed to hit the face. Actually the face, neck, and hands. All three are the most frequently exposed, therefore the most overexposed areas of the body. And in turn they are the parts that will show the signs of aging most readily.

Sunlight is essential to our health and well-being. As the sun hits the skin, it triggers certain vitamins to synthesize, namely vitamin D, which is important to help sustain life. Our bodies depend on sunlight for nutrition, and besides—it feels good to be out in the sun. But spend your time wisely and cautiously and keep your face, neck, and hands covered, always using ample sunscreen. As for your clients, my advice is the same.
The American Cancer Society puts out an informative pamphlet called, “Fry Now, Pay Later.” I highly recommend handing these out to your clients and especially to the clients that are overexposing themselves. The booklet is free of charge, simply write to your local A.C.S. [OK, the 1990 date is showing: “Write” to the ACS? You can easily go on the Internet now for free information.]

I touched on the importance of water, and now you can ask your client directly, How much water do you drink—a lot, not enough, or none? I can’t necessarily tell if a client is drinking a lot of water. I don’t see the internal hydration water provides—necessarily—with a noticeable, well-hydrated quality to the outer skin. Realistically, drinking water is for the benefit of the inside of you, not the outer, dead skin. No matter, praise those who are drinking a lot, and encourage those who are not to drink more water. 

Next, Do you take vitamins? If so, Which ones? I find many people take some sort of multivitamin, although some take no supplements at all. Other than the water-soluble vitamins, namely B-complex and C, I actually think people are better off staying away from “vitamin therapy.” Vitamin pills are usually synthetic concentrations of valuable ingredients found in organic foods. I prefer recommending a client adding higher quality foods to her diet instead of the quick-fix vitamin pill.

Like other medications taken orally, vitamins can have an adverse effect on the system. Because of their high concentrations, the vitamin content most likely goes through the body undigested. These pills also require more water for their digestion and elimination. Certain people feel better with vitamins, some feel no difference. Our job as as their aesthetician is not to preach nor prescribe, but to educate and advise. You may simply want to suggest that it would be preferable to obtain all vitamins through the daily diet, and if further vitamin intake is desired, then take them in good health!

Last and surely not least on this questionnaire is the subject of exercise. Do you exercise frequently, infrequently, or not at all? Oxygen is paramount to health. Without water and oxygen we would die rather quickly. It is the oxygen and nutrients carried in the blood that feed and nourish all the cells of the body—including the skin—which is why exercise is so crucial to our long-term health.

Some form of exercise is important to the overall health of the body. Whether it is simply walking a few miles several times a week or a more rigorous routine, the importance of frequent (even if it’s moderate) exercise should be encouraged.

Exercise also gives you a higher body consciousness. You become more aware of how your body feels and are more in-tune with what your body needs. You can better regulate your body weight, and you become stronger and more vital. The benefits are endless and we have all heard them endless times. We must set good examples by practicing the regimes we are advocating as well as educating our clients through our words.

Be sure to read Client Information Charts—Part I. Part II is a more comprehensive explanation on writing client charts. I wanted to include this older writing because it does go into more detail about the specific questions I ask. Even back then, after only 4-5 years as a working aesthetician, I knew what I was talking about!

Monday, April 27, 2015

Client Information Charts—Part I

Chart writing is one of the most important tools you will create for each and every client. This is so important. As you know from my writing, I have my own unique way of doing things; writing Client Information Charts (or “Client Charts”) is one of them. As you will read, having your client fill out a chart is not something I agree with.

I believe that you, the professional, should fill out the chart. You can write all kinds of notes along with the client’s answers, interpreting things as you need to for now and the future. The charts will all be in your handwriting. Other people may not be able to read my writing, but I can! And the same is true if you have clients fill out their own charts; you might not be able to read their writing. But more important than that, I just feel you need to fill out these important questions yourself. When I am given a form to fill out at a first-time facial appointment, I rarely fill much of it out. I am the client not the professional. Asking me (or the layperson) to figure out what is going on with my skin is up to the professional—not me!

Now for the actual charts. These have morphed over the years, but you will divine your own charts with the information you want on them. Mine are just examples of what you can have for your information.

Client Chart—front
Starting out with the basics, all of these are important bits of information that you may need in the future, as you will see from some of my other printed material posts.
  • Name (first and last, of course). I always want to be sure I have the correct spelling of all my client’s names—so I ask, just to be sure.
  • Mailing address. There might be several occasions when I’ll want to send a client something in the mail. Starting with a thank you note directly after her first facial with me.
  • Phone number. I already have this since I have spoken with the client to make the initial appointment. Even if a new client emails me for a first appointment, I ask for a phone number and call her to establish personal contact prior to her first facial—and of course to confirm her appointment the day before.
  • Email address. Having several different ways to get in touch with a client is important. However, I do not send unsolicited, uninvited mail, just simple communication emails.
  • DOB. Once in a great while I have a new client who resists giving me this information. When I recognize her discomfort, I tell her she doesn’t have to tell me, but it is helpful if I know her chronological age. I would say in 30 years, less than a handful of women wouldn’t give me this vital information. I also like to send regular clients a “Happy Birthday” discount, which is another reason I like to have at least the date.
  • Referred by. I’ve already asked over the phone how this new client found me, but I have a place on the chart to mark down if it was a referral and if so, from whom? Did they find me from an Internet search? Did they read one of my books? How? I want to know for interest sake and also to send a Referral Appreciation discount postcard to whoever might have sent this client in.
You’ll notice “[ ]” next to each line. Those are check boxes that I can use so I know if I’ve taken certain steps. The name [ ] is checked once I send the thank you note, usually before I leave the office the day the new client came in. The [ ] next to referred by is check when I send the Referral Appreciation Discount postcard to the referring client. If the client was “referred” by receiving a gift certificate, I check the [ ] GC. The [ ] next to date of birth is checked if I send a birthday card and/or birthday discount. 

Now that I’ve gotten the cut and dry bits out of the way, I want to delve into this new client’s routines and health issues, if any. All of these things and more will have an effect on her skin, something I haven’t looked at yet—but will soon.
  • Contacts. I don’t do a lot of manipulation around the eyes, but if someone has contacts in, I like to be aware of it.
  • Oral medication can have at the very least a drying effect on skin. I also like to know if there are health issues that also could be causing issues with their skin or psyche. It all counts, and although—rarely—someone won’t want to give me this sensitive information, I always ask. I will say that if you are unfamiliar with drugs and their effect on the body, or you wouldn’t be able to explain why you are asking this question (because you, yourself, really don’t know), I would forgo asking. Some clients are hesitant to answer more personal questions like this. If I sense this, I explain why I’m asking. If this is not you—move on to more familiar territory.
  • Smoking, wearing sunscreen, water intake, exercise—all of these are obvious (I hope!).
  • Vitamins/herbs/supplements. Knowing what supplements a client is or isn’t using gives me another opportunity to help her with her skin. You may not have knowledge about this area, but if you do you’ll want to understand all the supplements and medications a client is taking so you know all the reasons why their skin is functioning like it is. I know about herbs and supplements and why one would take them, so finding out a client uses one thing or another opens up a dialogue about a condition, for instance constipation or perimenopause, and if I am versed in it I can further help and guide them with my suggestions. Again, if you don’t know about these things and can’t explain why you want to know these answers, best to move on to the areas that you do understand. Sometimes new clients do ask why I’m asking and I can answer them in detail. If you can’t—don’t ask!
  • Daily Routine. More obvious questions. Without knowing what a client is using, you can’t really fully understand why her skin is doing what it’s doing. I don’t really care about brand names here; I want to know if she’s cleansing once or twice a day (or not at all!), is she using toner and moisturizer, exfoliating, using any other topical products I should know about?
Knowing all the information I have gathered thus far gives me a more well-rounded picture of my new client before I even look at her skin.

The second half of the front of my Client Charts is for noting what products I’ve both sampled and the products that have been purchased. I fill out all the products I think this client could benefit from using in their appropriate categories. I put an “S” next to the names of products I gave her samples for. When she buys a product(s) I check the [ ] next to that product. Without doing this, I will be in the dark. As an example, a client can literally say, “I like the grapefruit-smelling cream.” And because I have “Pamplemousse PNG” marked as one of the products I sampled her, I know this is the cream she is talking about. (Pamplemousse means grapefruit in French.)

In the Key Needs area, I will mark significant issues here (on the front of the chart) that are all marked on the back of the chart in detail for quick reference. Such as “rosacea” or simply “very sensitive.” “No rosemary” if the client didn’t enjoy this aroma in some of the products. Then the next time she comes in I’ll know not to use something she didn’t like, and I can sample or sell her something else. These important things will, as I said, all be on the back of the chart, but now I can glance over the front if need be and see key areas I need to know about.

At the very top of the chart I will mark some information for me so when I’m preparing to see this client again, I’ll know what to do. One thing is the size of the smock; some are smaller than others and I don’t want to be juggling when she comes in. I also note if she likes heat since I have a heating pad on my bed. If she doesn’t, I’ll make myself a note so the bed is not warm for this client or warmer if she prefers more heat.

I also note whether or not to keep the credit card ticket open (for a tip) or not. I simply note “keep TKT open” or “close TKT.” I don’t assume any client is going to tip me, and I always add the credit card charge up without leaving a space for a tip. If she wants to tip, she will let me know. If she doesn’t, I don’t take it personally, and I don’t want her to feel uncomfortable for not doing so. Tipping a business owner is optional in my book. Some people do, some people don’t. My notation just helps to take out the awkwardness for a client who doesn’t tip. It’s all good.

I also will keep a client’s credit card information at the top of the chart, left corner. I do this if she wants me to keep her card on file. I write the number and expiration date in pencil since these numbers change quite frequently. NOTE: These files—in all my offices—are locked up! They have private information on them and some also include a CC number, something that no one should ever have access to. You may have a merchant system that keeps the card numbers secured online; mine keeps the numbers for 2 months only. So if a client wants to reorder a product or have me charge her for her facial with the credit card I have on file, it’s best if I have it written down. I find many clients like the convenience of not having to have their credit card with them or simply not having to hand it to me. If you can’t secure this information—don’t keep it!

I’m not going to go over the details for the back of my Client Charts. You will have your own set of questions you’ll want to answer as you look at a client’s skin. Some of these details I use 100% of the time, others not so much. There are a few things I write-in since I don't have them listed—this chart is a fluid tool that has changed and morphed over time. But having something you can reference from the first time you saw this client’s skin is important. Her skin may and probably will change—especially over many years—and you can make notations. I refer back to what I’ve written during any given facial more than I reference this initial analysis. However having a baseline to see where she was the first time I saw her is helpful—to me.
Client Chart—back

The blank lines are the meat of these charts. I write the date and everything I used on her skin this session, any notable issues or changes or concerns. I also write down any significant conversation(s) we had. Usually they’re not about skin care, but have importance in terms of relationship building.

As an example, a client came in recently who was referencing things we spoke about during her last facial—unrelated to skin care. Although I wrote copious notes about her skin, I didn’t write much about our conversation, which had me at a loss that day. I felt like I needed to play catchup to get up to speed from our last talk. Normally I do make a note, not necessarily in detail, about a new beau or perhaps a death in the family. Or something as simply as “Going to Disneyland with the kids next week” so when she comes in I can ask her how their trip was. It’s small details like this that can really make a difference for your client.

Not all clients talk or like to talk during a facial. This is something I totally leave up to them. I will engage if they start a conversation or ask questions. But if someone comes in for a facial and doesn’t initiate, I don’t initiate. If they are silent it is usually because they want to relax. This is their time, they are paying me to give them a facial not talk and talk and talk. I will tell them anything that needs mentioning about their skin of course, but as far as just talking, I’ll stay silent and give them a great facial.

With that said, if I get a super talkative client and I just don’t want to go there, I will listen, but not contribute too much. I do like to concentrate my efforts on giving a great treatment, which sometimes does involve talking. But my preferred way to give a facial, in all honesty, is in complete silence. I guarantee that all the clients who have had that facial got the best I had to give.

Last but not least is making a note of the products purchased at the facial. I always do this last so I can find the information easily. Quite frequently a client will be in for her facial not remembering what she bought last time. With this information readily available, she can figure out what she needs today.
Extra pages for Client Charts—front/back
Here are blank pages to staple to a regular or long-term client’s chart. Some of my clients have 8-10 staples pages that comprise their chart. This page has lines front and back.
I have purposely blurred this photo to remove the details. But still you can see that in the 2nd and 3rd page (with writing on front and back), I have defined separate treatments simply by using different colored pens. I’m visually-oriented so by just looking at a page I can see it represents about 4-5 facials. I don’t have to hunt through same-colored writing to find a certain facial on a certain day. It’s clear and obvious and all I did was use a different colored pen each time she came in. When a client picks up products, again I make a note with date and products purchased and again use a different color pen than the notation above it.

I leave a left-hand margin with a bit of room so I can write notes like “GC” or “-$20” or “-15%” which I have as easy reference for different discounts and things like that. I will also note if a client is late or early in this left hand space next to what I write about her facial that day. “20 min late” or “15 min early,” etc. (See When a client comes in late (or early).)

I copy the blank charts and blank (lined) pages at the Kinkos self-serve. I have the originals I actually printed at Kinkos because their printer is better than mine, and I use these originals whenever I make copies. I don’t know if you’ve ever been to a doctor’s office where the form you fill out has been copied over and over and looks less-than clear. I have, and even though I am the only person who ever sees these charts*, I still like them to look crisp. I keep the originals in a manila envelope in my file cabinet, and when I run low I just spend some time at Kinkos.
*These are confidential files for your eyes only. Don’t leave your charts lying around for clients to see. 

These charts, my charts, are certainly not the end-all be-all. Many times when I’m writing out a new client’s chart, I think of things I wish was on the page or how I would like to change it somehow. Use mine as an example and create the perfect information sheets that fit your needs. But do create client charts that can be used for each and every one of your clients. This is an invaluable tool loaded with important information.

For more details, see: