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Customer Onboarding Checklist

New Customer Onboarding Checklist for Nail Salons

New clients pick nail salons fast—usually from a quick call, a DM, or a Google search right before an event. Your onboarding has to get the right details up front (service, timing, allergies, removals), set clear expectations, and lock in the appointment before they call the salon down the street.

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1) First Contact (Phone, Text, DM, Walk‑In) — Capture & Convert Fast

2) New Client Intake (Before You Confirm the Appointment)

3) Booking & Confirmation (Lock In the Appointment)

4) Pre‑Appointment Prep (Your Station + Your Client)

5) Day‑Of: Check‑In, Service, and Communication at the Table

6) Post‑Service Follow‑Up + Set Up Recurring Appointments

Pro Tips

  • 1.Make a “quick quote script” for common calls: “Gel manicure is $35–$50 depending on removal and art; acrylic full set is $50–$100 depending on length and design.”
  • 2.During peak times (weekends, holidays, prom), limit long nail art slots to specific blocks so a 2-hour set doesn’t break your whole day.
  • 3.For emergency broken nails, offer a “repair-only” appointment (10–20 minutes) with a clear price (e.g., $5–$15 per nail depending on type).
  • 4.Keep a printed add-on menu at the table (chrome, French, cat-eye, charms, removal). Clients decide faster when they can see it.
  • 5.Save 5 “go-to” seasonal sets (holiday glitter, spring florals, nude French, chrome tips, short gel solid). Fast choices = on-time schedule.

Frequently Asked Questions

What should you ask a new client before booking acrylics or gel?

Ask what’s currently on their nails (bare/gel/acrylic/dip/press-ons), whether they need removal, the length and shape they want (almond/coffin/square), and if they have any allergies to gel/acrylic products. If they want nail art, request an inspiration photo so you can quote time and a price range.

How do you handle “How much for gel?” calls without arguing later?

Give a range and name what changes it: “Gel manicure is usually $35–$50. Removal and nail art are extra depending on what you want.” Then confirm if they need removal and whether they want designs, chrome, French, or charms.

How long should you book for an acrylic full set with nail art?

Plan 90–120 minutes for an acrylic full set, then add 15–45+ minutes for nail art depending on detail (hand-painted, charms, 3D, multiple colors). If they want a complex Pinterest set, ask for photos and block more time so you don’t run late.

What’s a simple deposit policy that works for nail salons?

For longer services like acrylic sets ($50–$100) and nail art ($60–$150), take a $10–$25 deposit to hold the spot and apply it to the final total. State your cancellation window clearly (example: 24 hours) and whether the deposit is non-refundable for late cancels/no-shows.

What do you text a client before their first appointment?

Send: service(s) booked, start time, address/parking, late policy, and 2–3 prep notes like “Please arrive 5 minutes early, remove rings, avoid lotion/oil before gel/acrylic, and bring an inspiration photo for nail art.” For pedicures, add “wear open-toe shoes to avoid smudges.”},{

Stop losing nail clients when you can’t answer the phone mid-service

If you’re doing gel, acrylics, or nail art and can’t pick up calls, you’re handing bookings to the salon next door. SkipCalls answers 24/7, filters spam, and can book appointments for your nail salon for $19.99/month—so your chairs stay full even when your hands are busy.

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