Technical guide

Nail Client Consultation and Record-Keeping Guide

Capture service goals, sensitivities, product details, consent, photos, and aftercare without collecting unnecessary personal data.

Charlotte
Charlotte
A nail technician completing a client consultation record beside polish samples

Make the consultation specific to the service

Confirm the requested result, existing product, nail condition, relevant sensitivities, previous reactions, lifestyle constraints, and realistic maintenance plan. Do not diagnose medical conditions; pause and refer the client appropriately when the service is unsafe.

Record what you need for continuity

Useful records can include the date, service, product system, shade, mix or tip size, notable adaptations, aftercare given, and the client's agreed photo preference. Keep notes factual and avoid speculative medical language.

Collect less and protect it better

Only collect information needed to provide the service or meet a genuine legal and accounting requirement. Explain why it is needed, restrict access, set a retention period, and provide a way to correct or delete information where applicable.