Online Client Consultation Record

Good morning,

I am currently using ASCP's client consultation forms, but would like to switch to something online or for the PC/iPad. I just think it would be easier to store this information in a datebase somehow instead of having to always pull the paper forms/cards to review. Does anyone currently do this and if so, what system? The online software systems I have seen do great for scheduling, marketing, POS, etc., but only have basic client demo information and no where to really store client consulation information.

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Permalink Reply by Angela Bateman on December 15, 2012 at 11:32pm

I too have been looking for this same thing... Anybody??

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Permalink Reply by Laurie Neronha on December 16, 2012 at 5:36am

I have playing with Evernote for my iPad for this very reason. I ~think~ it will do the trick! Will have to keep you updated:)

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Permalink Reply by Ally Draizin on April 3, 2014 at 6:23pm

The evernote hello app could probably work, too!

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Permalink Reply by Carrie Patrick on December 18, 2012 at 10:25am

If you already have Microsoft Office on your computer, with the MS Access database program, you might be able to customize something in that. Microsoft has downloadable templates for a Client Database, a Personal Contacts Database, and a Business Contacts Database - none of these would have the specific fields you'd need to add all the information like what's on the printable ASCP forms, but it's relatively easy to customize an Access database to add all the fields you want.

If you haven't used Access before, learning how to do it right could take more time than it's worth, though. If you know somebody who is familiar with the program, or if you're in a position to hire someone to do it for you, that might be a better bet (use the ASCP forms as a starting point and tell them you want the Access contacts database customized to include the things on those forms).

Long-term, and just speaking personally (not in any official ASCP capacity), I think a custom Access database template for client records would be a great addition to what we provide at ASCP. When I have a chance, I'll look into whether this would be a possibility ... if I hear screams coming from the IT department when they read this post, I'll have my answer... :)

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Permalink Reply by Laurie Neronha on December 18, 2012 at 9:57pm

That sounds amazing!! We could give puppy eyes to the IT department...maybe cookies...
I use Orchid Medispa and the iPad app as well, so I do have some portable files. But anything to make our lives easier is welcome and appreciated:)

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Permalink Reply by Summerr on December 18, 2012 at 8:44pm

This is what I have been searching for also! I would love to be completely paperless.

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Permalink Reply by John Norrell on December 19, 2012 at 5:12am

Wow! Thanks everyone for all your feedback. After I posted this in April, my partner and I started working on an online program to manage everything from basic demographic info, treatment history, product regimens, signature capture, client resource area, etc. We are in the final stages and will be launching it soon. It will totally change the way we interact with our clients. Finally something online and accessible through smart phones and tablets. Plus, you will be able to send a link to new customers and have them fill it all out prior to their appointment. Can't wait to introduce this to our community!

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Permalink Reply by Tara Borders Dollar on February 8, 2014 at 3:37pm

Has this been launched? What is it called?

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Permalink Reply by Debbie Groves on April 3, 2014 at 5:51pm

John, has this been introduced yet? EXACTLY what we are looking for!

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Permalink Reply by Marty Glenn on April 3, 2014 at 6:31pm

John

I started this and it is called: SkinZoom.com

If enough professionals send me an email maybe I will go back to developing it. But it was a complete CRM / Mfgr Contact / and everything in between. It was going to compete with styleseat.com.

The functionality was over the top since I am a Mfgr / Private Label / Educator / Professional. There was a not a piece of the business that was not touched by skinzoom.com. Without a CEO and business devlopement team to handle this, I can only do so much, it is not possible.

Attached is a screen shot from the development. Your looking at $20,000 worth of development and design.