Checklist template

In-store beauty services for cosmetics retailers

A ready-to-use checklist with 109 items in 6 sections, covering Booking, Consultation, Hygiene, Service delivery, Product recommendation, Follow-up. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 109 Items
  • 93 Yes / No checks
  • 6 Scored ratings
  • 123 Points

Use this template How audits work

1. Booking 18 items

  1. The service menu at the beauty studio shows the duration of each service Yes / No 1 pt
  2. The service menu shows the price or the minimum purchase attached to each service Yes / No 1 pt
  3. The services bookable online are the same as those on the in-store menu Yes / No 1 pt
  4. Today's appointment list is displayed or printed at the service station at opening Yes / No 1 pt
  5. Each appointment today shows the service, the artist and a phone number or email for the customer Yes / No 1 pt
  6. The booking system shows that reminders were sent for today's appointments Yes / No 1 pt
  7. Appointments leave the setup and cleaning time between customers required by the company timing guide Yes / No 1 pt
  8. The artist assigned to each service today is certified for that service in the training record Yes / No 1 pt
  9. Facials, brow waxing and other licensed services are booked only with licensed staff, as required by local regulation Yes / No 1 pt
  10. Staff licenses are displayed at the service area where local regulation requires it Yes / No 1 pt
  11. A walk-in asking for an express service was served or offered the next free time Yes / No 1 pt
  12. The booking fee or minimum purchase was explained when the appointment was made Yes / No 1 pt
  13. No-shows are recorded in the booking system Yes / No 1 pt
  14. Customers arriving after the grace period are rebooked or given a shortened service per company policy Yes / No 1 pt
  15. Group bookings (bridal, events) are recorded with the number of guests and the artists assigned Yes / No 1 pt
  16. Services booked for today Number
  17. No-shows in the last 7 days Number
  18. Booking management Rating
    • Complete records and realistic spacing 5 pts
    • Records incomplete or appointments too tight 3 pts
    • Bookings not recorded or often overlapping 1 pt

2. Consultation 18 items

  1. The artist greeted the customer by name Yes / No 1 pt
  2. The artist confirmed the service booked and the time the customer has available Yes / No 1 pt
  3. The artist asked about the occasion and the look the customer wants Yes / No 1 pt
  4. The artist asked about skin type and skin concerns Yes / No 1 pt
  5. The artist asked about allergies and sensitivities before applying any product Yes / No 1 pt
  6. Before a skin service, the artist asked about prescription skin treatments such as retinoids Yes / No 1 pt
  7. The intake card or digital form was completed and signed before a skin service Yes / No 1 pt
  8. The artist looked for sunburn, broken skin, cold sores and eye infections before starting Yes / No 1 pt
  9. A face service is adapted or declined when the skin check finds a contraindication Yes / No 1 pt
  10. A contact lens wearer was asked whether to keep or remove the lenses before eye makeup Yes / No 1 pt
  11. The foundation shade was matched on the jawline, not on the hand or wrist Yes / No 1 pt
  12. The customer checked the shade match in a hand mirror before the full application Yes / No 1 pt
  13. The skin analysis device, where the store has one, was used and its result shown to the customer Yes / No 1 pt
  14. The artist asked which products the customer already uses at home Yes / No 1 pt
  15. The artist explained the steps of the service before starting Yes / No 1 pt
  16. The artist confirmed the price or purchase commitment before starting Yes / No 1 pt
  17. The customer's own makeup was removed only after the customer agreed Yes / No 1 pt
  18. Consultation observed Rating
    • Thorough and recorded 5 pts
    • Brief, with questions missed 3 pts
    • No real consultation 1 pt

3. Hygiene 20 items

  1. The artist washed or sanitized hands in front of the customer before touching the face Yes / No 1 pt
  2. Brushes were taken from a closed container or roll marked as clean Yes / No 1 pt
  3. Used brushes went into a separate container marked as used Yes / No 1 pt
  4. Used brushes are washed with brush cleaner between customers Yes / No 1 pt
  5. Washed brushes are disinfected before they are used on the next customer Yes / No 1 pt
  6. Washed brushes dry flat or with the bristles pointing down Yes / No 1 pt
  7. Creams and liquids were dispensed onto a clean palette, not applied from the container Yes / No 1 pt
  8. Lipstick was scraped from the bullet with a spatula Yes / No 1 pt
  9. Mascara was applied with a disposable wand used for one dip only Yes / No 1 pt
  10. Pencils were sharpened before use on the customer Yes / No 1 pt
  11. Pressed powders were wiped or sprayed with alcohol before use Yes / No 1 pt
  12. Sponges and powder puffs used on the customer were new Yes / No 1 pt
  13. A clean cape or fresh neck tissue was used for the customer Yes / No 1 pt
  14. The chair and headrest were wiped with disinfectant before the customer sat down Yes / No 1 pt
  15. Tweezers and brow scissors are disinfected between customers, as required by local regulation Yes / No 1 pt
  16. Wax sticks, threading thread and lash applicators are thrown away after one use Yes / No 1 pt
  17. The studio has enough clean brush sets for the services booked today Yes / No 1 pt
  18. The service station has a waste bin with a lid Yes / No 1 pt
  19. No artist with a visible cold sore or eye infection is performing face services Yes / No 1 pt
  20. Hygiene practice during the service observed Rating
    • No lapse seen 5 pts
    • One minor lapse 3 pts
    • Repeated or serious lapses 1 pt

4. Service delivery 18 items

  1. The station was set with the tools and products for the service before the customer arrived Yes / No 1 pt
  2. The service started within 5 minutes of the booked time Yes / No 1 pt
  3. The protocol card for the service is available at the station Yes / No 1 pt
  4. The artist followed the steps of the protocol card in order Yes / No 1 pt
  5. The artist named each product while applying it Yes / No 1 pt
  6. The customer was handed a mirror after the complexion step Yes / No 1 pt
  7. The customer's clothing was protected for the whole service Yes / No 1 pt
  8. Every bulb around the station mirror is working Yes / No 1 pt
  9. The artist stayed with the customer and did not leave to serve others Yes / No 1 pt
  10. In a lesson service, the customer applied part of the look under the artist's guidance Yes / No 1 pt
  11. A skin service ended with moisturizer and sun protection, as the protocol requires Yes / No 1 pt
  12. The artist asked about stinging or discomfort during the skin service Yes / No 1 pt
  13. The finished look was checked by the customer in daylight or under daylight-balanced light Yes / No 1 pt
  14. A before-and-after photo was taken only with the customer's consent Yes / No 1 pt
  15. The service ended within the booked duration Yes / No 1 pt
  16. Minutes the customer waited past the booked time Number
  17. Duration of the service observed (minutes) Number
  18. Service delivery observed Rating
    • Followed the protocol and ran on time 5 pts
    • Steps skipped or ran late 3 pts
    • Protocol not followed 1 pt

5. Product recommendation 17 items

  1. The artist recorded the products and shades used on a face chart or digital look list Yes / No 1 pt
  2. The customer left with a copy of the face chart or look list Yes / No 1 pt
  3. Each product recommended was linked to a concern the customer raised in the consultation Yes / No 1 pt
  4. The artist explained how to use each recommended product at home (order, amount, frequency) Yes / No 1 pt
  5. The artist brought the retail units to the customer rather than pointing to the shelf Yes / No 1 pt
  6. A lower-priced alternative was offered when the customer mentioned a budget Yes / No 1 pt
  7. The artist recommended products from more than one brand, unless the event was brand-sponsored Yes / No 1 pt
  8. Sun protection was recommended with any routine containing exfoliating acids or retinol Yes / No 1 pt
  9. The artist made no medical claims, such as curing acne or eczema Yes / No 1 pt
  10. The artist could state the key ingredient of a skin care product just recommended Yes / No 1 pt
  11. A sample was offered for a recommended product the customer did not buy Yes / No 1 pt
  12. An out-of-stock recommendation was ordered for the customer or offered for home delivery Yes / No 1 pt
  13. The booking fee was redeemed against the purchase as the menu states Yes / No 1 pt
  14. A customer who declined to buy was thanked without further pressure Yes / No 1 pt
  15. The artist walked the customer to the checkout or handed the customer over to a cashier Yes / No 1 pt
  16. Products on the look list of the service observed Number
  17. Product recommendation observed Rating
    • Personal, explained and recorded 5 pts
    • Generic or not recorded 3 pts
    • None made or pushy 1 pt

6. Follow-up 18 items

  1. The service is recorded in the customer's profile with the shades used Yes / No 1 pt
  2. The customer was invited to book the next service before leaving Yes / No 1 pt
  3. A thank-you or follow-up message was sent for each of the last 5 services, within the time set by company policy Yes / No 1 pt
  4. The receipt or a message invites the customer to rate the service Yes / No 1 pt
  5. Service ratings are reviewed with the artists each month Yes / No 1 pt
  6. Complaints about services are logged with their resolution Yes / No 1 pt
  7. Skin reactions reported after a service are recorded with the products used Yes / No 1 pt
  8. A follow-up call is logged for each skin reaction reported Yes / No 1 pt
  9. When asked, the artist described what to do when a customer reacts during a service Yes / No 1 pt
  10. A shade correction is offered within the period set by company policy when the match proves wrong Yes / No 1 pt
  11. The share of services ending in a purchase is tracked for each artist Yes / No 1 pt
  12. Service customers are invited to the store's next masterclass or brand event Yes / No 1 pt
  13. Date of the last service training session held in the store Date
  14. Services performed last week Number
  15. Share of services ending in a purchase last week (%) Number
  16. Name of the artist observed Short text
  17. Overall standard of in-store beauty services Rating
    • Booking, consultation, hygiene and follow-up to standard 5 pts
    • Gaps in one of these stages 3 pts
    • Gaps in several stages of the service 1 pt
  18. Corrective actions required Comments

About this template

This checklist is part of the InspectLoop template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In InspectLoop you can add photos, assign corrective actions, require sign-off and compare results across sites.

Categories

Related templates

← All templates

Brand standards

At every site, every time

Start Free Contact us