The Consultation That Closes: How to Start Every Appointment Right
The first 3 minutes of an appointment determine client satisfaction. Here is the framework.
Sarah Mitchell
Content strategist with a passion for helping businesses grow.

"It's not what I wanted."
Five words that haunt every beauty professional.
Usually, the problem started before you touched their hair/skin/nails. It started with a consultation that didn't happen—or didn't go deep enough.
Why consultations matter
Alignment: You and the client agree on what's happening.
Expectations: They know what's possible (and what isn't).
Trust: They feel heard before you start.
Upselling: Natural opportunity to suggest add-ons.
Protection: Documentation if there's a dispute.
The 3-minute framework
Minute 1: Listen
"What are we doing today?"
Then: Stop talking.
Let them explain. Ask clarifying questions:
- "When you say shorter, how short?"
- "Can you show me a picture?"
- "What didn't you like about the last time?"
Goal: Fully understand what they want.
Minute 2: Assess
Now you look/touch/examine:
- Current condition
- What's possible given their situation
- Any concerns or limitations
Be honest: If what they want isn't possible, say so now.
"Based on your hair texture, we can get close to this, but it might need two sessions."
Minute 3: Agree
Summarize the plan:
"So today we're doing X, which will take about Y minutes, and the total will be around Z. Sound good?"
Get verbal confirmation before you start.
What to document
In their client profile:
- What they asked for
- What you did
- Products used
- Any sensitivities or preferences
- Notes for next time
This protects you and enables personalized service.
Red flags to catch early
🚩 "I want exactly this picture" — Manage expectations now.
🚩 "My last stylist ruined it" — They might be difficult. Proceed carefully.
🚩 "I don't know, you decide" — They might blame you later. Get specifics.
🚩 "Can you do this quickly?" — Rushing leads to mistakes.
🚩 "Is this going to cost a lot?" — Quote the price before starting.
The pricing conversation
Never surprise someone with the price after.
Before you start: "This service is $85. With the treatment we discussed, it would be $105. Which works for you?"
If it's complex: "Given what we're doing today, I estimate $120-140. I'll confirm before we get too far."
For returning clients
Consultations aren't just for new clients.
Quick check-in: "Same as last time, or anything different?"
Reference your notes: "Last time we went a bit shorter on the sides—want to keep that?"
This shows you remember them and takes seconds.
When to say no
Some requests you shouldn't take:
- Impossible given their current state
- Outside your skill set
- Going to damage their hair/skin
- Recipe for disappointment
How to decline: "I don't think I can get you exactly there today, but here's what we can do..."
Or: "That's not my specialty—I'd recommend [colleague/specialist]."
Better to say no than to have an unhappy client.
The upsell moment
Consultation is when add-ons happen naturally:
"I'm noticing some dryness here—our conditioning treatment would really help. Want me to add that?"
You're recommending based on assessment, not just selling.
After the service
Quick check before they leave:
"How does it look/feel? Anything you'd want different next time?"
This catches small issues before they become review complaints.
Make it a habit
3 minutes. Every client. Every time.
It prevents 90% of "not what I wanted" situations and builds the trust that creates regulars.
👉 Vinci 26 stores client notes and service history—so every consultation starts with context, not guesswork.
Build something that's truly yours.
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