Free checklist
Salon Checkout Training Checklist
The checklist (11 items)
Written as observable actions, so two trainers scoring the same shift land in the same place. In CrewSharp this is the Salon Checkout checklist in the Salon / Spa starter set, filed under Reception, and every item here is editable.
- 1Rang up the services that were actually performedMust pass
- 2Added the products the provider recommended
- 3Applied discounts and gift cards correctly
- 4Offered to rebook before taking payment
- 5Handled the tip the way the client asked
- 6Counted cash back to the client
- 7Kept the drawer closed and secure between sales
- 8Processed returns by the written policy
- 9Kept the retail shelves faced and dusted
- 10Checked testers and replaced empty ones
- 11Thanked the client by name at the door
Print it, score it on a clipboard, or open it in Sheets. No email required.
What usually goes wrong
Ringing up the services that were actually performed is the required item, and it erodes quietly. An add-on done and never charged is invisible in the till and obvious in the margin, and nobody notices because the client was happy.
When to sign someone off
A workable bar for this checklist: no critical items missed, a score above a line you set for Salon Checkout specifically rather than one number for the whole building, and observed on more than one shift with at least one of them busy. Then date it, so it can expire.
That last part is the one people skip. A sign-off with no date cannot be re-checked, which means a year later you have a record that says somebody was ready once.
Checklists that pair with this one
Someone trained on this one most often covers these alongside it, which makes them the sensible second checklist to train.
Common questions
How do you train rebooking without it feeling pushy?
Tie it to what the service needs. A recommendation grounded in when the colour or the cut will actually need attention reads as advice, and it is also the version that is true.
What should be on a salon checkout checklist?
The 11 items above cover it: rang up the services that were actually performed, added the products the provider recommended, applied discounts and gift cards correctly, and the rest of the list. Keep it in that range. Fewer and a pass proves very little; many more and trainers stop finishing it during a real shift.
Does this checklist need critical items?
Not every checklist has one. Where nothing on the list carries a safety or legal consequence, a passing score plus observation across more than one shift is a reasonable bar on its own. Marking items critical when they are not just makes the flag mean less everywhere else.
Scoring it is the part that lasts
Run this Salon Checkout checklist on a tablet between rushes and CrewSharp keeps the rest: who is signed off, when it was last checked, and which item your crew misses most.
30 days free. No card to start. Cancel in one click.