Data Fortress Salon / Spa / Beauty Services - Software Box
Data Fortress Collection

✅ Salon / Spa / Beauty Services

Comprehensive template collection for hair salons, day spas, med spas, nail salons, and multi-service beauty businesses

34
Templates
27
Active
7
Menus
☰

Menu Structure

1 Favorites
  • Clients ACTIVE
2 Clients
  • Appointments ACTIVE
  • Service History ACTIVE
  • Client Consultations ACTIVE
  • Treatment Plans ACTIVE
  • Client Waivers ADVANCED
3 Services
  • Service Menu ACTIVE
  • Gift Cards ACTIVE
  • Memberships ACTIVE
  • Service Packages ACTIVE
  • Classes and Workshops ADVANCED
4 Staff
  • Team Members ACTIVE
  • Commission Tracker ACTIVE
  • Licenses and Permits ACTIVE
  • Training Records ACTIVE
  • Booth Rental ADVANCED
5 Operations
  • Vendors ACTIVE
  • Products ACTIVE
  • Equipment ACTIVE
  • Rooms and Stations ACTIVE
  • Supplier Orders ACTIVE
  • Insurance Policies ADVANCED
  • Chemical Inventory ADVANCED
6 Finance
  • Revenue Tracker ACTIVE
  • Expenses ACTIVE
  • Payroll ACTIVE
  • Daily Closeout ACTIVE
7 Marketing
  • Marketing Campaigns ACTIVE
  • Online Reviews ACTIVE
  • Loyalty Program ACTIVE
  • Client Feedback ACTIVE
  • Referral Tracker ACTIVE
• Off-Menu
  • Policies and Procedures ADVANCED
  • Sanitation Log ADVANCED
📄

Template Details

TemplatePurposeFeatures
ClientsActive Master directory of all salon, spa, and beauty service clients with complete contact and preference information. Contacts DirectoryAction LogAttachmentsImageCalendar
Team MembersActive Master directory of all salon and spa staff including stylists, estheticians, massage therapists, nail technicians, r... Contacts DirectoryAction LogAttachmentsImageCalendar
VendorsActive Directory of product suppliers, equipment vendors, and professional service providers that support salon and spa oper... Contacts DirectoryTransactionsAttachments2 File AttachmentsCalendar
AppointmentsActive Track all client appointments including bookings, walk-ins, cancellations, and no-shows with service details, assigne... Client LookupAction LogCalendar
Service HistoryActive Detailed record of every service performed for a client including products used, formulas applied, techniques employe... Client LookupList TabImage
Client ConsultationsActive Record detailed consultation assessments for skin analysis, hair analysis, treatment planning, and new client intake ... Client LookupAttachmentsImage2 File AttachmentsCalendar
Treatment PlansActive Multi-session treatment plans for clients undergoing progressive services such as chemical peels, laser treatments, c... Client LookupAction LogList TabImageCalendar
Service MenuActive Complete catalog of all services offered by the salon or spa with pricing, duration, descriptions, and categorization... List Tab
ProductsActive Inventory of all retail and professional products including hair care, skin care, nail products, tools, and beauty ac... Image
Gift CardsActive Track gift cards and gift certificates issued, redeemed, and outstanding with balance management and expiration track... TransactionsCalendar
MembershipsActive Manage recurring membership plans that offer clients discounted services, priority booking, and exclusive perks in ex... Member LookupTransactionsList TabCalendar
Service PackagesActive Bundled service packages that combine multiple treatments at a discounted rate, such as bridal packages, spa day bund... Client LookupTransactionsList TabCalendar
Commission TrackerActive Track service commissions, retail sales commissions, and tip income for each staff member across pay periods for accu... Staff Member LookupTransactionsCalendar
Revenue TrackerActive Daily and weekly revenue tracking for the salon or spa including service income, retail sales, gift card sales, membe... Transactions
ExpensesActive Track all business expenses including rent, utilities, product purchases, equipment, marketing costs, insurance, and ... TransactionsAttachments2 File AttachmentsCalendar
PayrollActive Process and track payroll for all staff including base wages, commissions, tips, deductions, and net pay for each pay... TransactionsAttachmentsCalendar
EquipmentActive Track all salon and spa equipment including styling stations, shampoo bowls, dryers, steamers, laser devices, massage... Action LogAttachmentsImage2 File AttachmentsCalendar
Rooms and StationsActive Manage physical spaces within the salon or spa including styling stations, treatment rooms, nail stations, shampoo ar... List TabImage
Licenses and PermitsActive Track all business licenses, professional cosmetology licenses, permits, and certifications required for legal salon ... Action LogAttachments2 File AttachmentsCalendar
Supplier OrdersActive Track purchase orders placed with vendors for salon products, supplies, and equipment from order placement through de... TransactionsList TabCalendar
Marketing CampaignsActive Plan, execute, and track marketing campaigns including social media promotions, email blasts, seasonal specials, refe... Action LogList TabAttachmentsCalendar
Online ReviewsActive Monitor and respond to online reviews from Google, Yelp, Facebook, and other platforms to manage salon reputation and... Action Log
Training RecordsActive Document staff training activities including continuing education, product training, technique workshops, safety cert... List TabAttachments1 File AttachmentCalendar
Loyalty ProgramActive Track client loyalty program enrollment, point accumulation, tier status, and reward redemptions to encourage repeat ... Client LookupTransactionsList TabCalendar
Client FeedbackActive Collect and track client satisfaction feedback from post-service surveys, in-person comments, email responses, and so... Client LookupAction Log
Insurance PoliciesAdvanced Manage all business insurance policies including general liability, professional liability, property insurance, worke... Contact TabAction LogAttachments2 File AttachmentsCalendar
Chemical InventoryAdvanced Track professional chemicals and hazardous materials used in salon and spa services including hair color, peroxide, r... List Tab2 File AttachmentsCalendar
Policies and ProceduresAdvanced Document salon and spa business policies, standard operating procedures, staff guidelines, and compliance protocols f... Action LogAttachments1 File AttachmentCalendar
Referral TrackerActive Track client referrals including who referred whom, referral bonuses or credits earned, and the conversion rate from ... Referring Client LookupTransactions
Daily CloseoutActive End-of-day reconciliation record capturing total revenue, payment method breakdowns, client counts, and cash drawer b... Transactions
Sanitation LogAdvanced Document sanitization and disinfection activities for workstations, tools, linens, and common areas to ensure complia... List TabCalendar
Classes and WorkshopsAdvanced Manage beauty classes, workshops, and educational events hosted by the salon or spa for clients or the public, such a... Action LogList TabAttachmentsCalendar
Client WaiversAdvanced Track signed waivers, consent forms, and liability releases required before performing chemical treatments, invasive ... Client LookupAttachments2 File AttachmentsCalendar
Booth RentalAdvanced Manage booth rental agreements for independent stylists and technicians who rent chair or room space in the salon und... Booth Renter LookupTransactions2 File AttachmentsCalendar
🔗

Template Relationships

👥 Clients
Contact Lookup used by:
Appointments (Client)
Service History (Client)
Client Consultations (Client)
Treatment Plans (Client)
Memberships (Member)
Service Packages (Client)
Loyalty Program (Client)
Client Feedback (Client)
Referral Tracker (Referring Client)
Client Waivers (Client)
👤 Team Members
Contact Lookup used by:
Commission Tracker (Staff Member)
Booth Rental (Booth Renter)
📦 Vendors
Vendor contacts available via Related Information linking

All records also support Related Information linking for ad-hoc record-to-record connections across any templates.

34
Templates
27
Active
7
Menus
☰

Menu Structure

1 Favorites
  • Clients ACTIVE
2 Clients
  • Appointments ACTIVE
  • Service History ACTIVE
  • Client Consultations ACTIVE
  • Treatment Plans ACTIVE
  • Client Waivers ADVANCED
3 Services
  • Service Menu ACTIVE
  • Gift Cards ACTIVE
  • Memberships ACTIVE
  • Service Packages ACTIVE
  • Classes and Workshops ADVANCED
4 Staff
  • Team Members ACTIVE
  • Commission Tracker ACTIVE
  • Licenses and Permits ACTIVE
  • Training Records ACTIVE
  • Booth Rental ADVANCED
5 Operations
  • Vendors ACTIVE
  • Products ACTIVE
  • Equipment ACTIVE
  • Rooms and Stations ACTIVE
  • Supplier Orders ACTIVE
  • Insurance Policies ADVANCED
  • Chemical Inventory ADVANCED
6 Finance
  • Revenue Tracker ACTIVE
  • Expenses ACTIVE
  • Payroll ACTIVE
  • Daily Closeout ACTIVE
7 Marketing
  • Marketing Campaigns ACTIVE
  • Online Reviews ACTIVE
  • Loyalty Program ACTIVE
  • Client Feedback ACTIVE
  • Referral Tracker ACTIVE
• Off-Menu
  • Policies and Procedures ADVANCED
  • Sanitation Log ADVANCED
📄

Template Details

TemplatePurposeFeatures
ClientsActive Master directory of all salon, spa, and beauty service clients with complete contact and preference information. Contacts DirectoryAction LogAttachmentsImageCalendar
Team MembersActive Master directory of all salon and spa staff including stylists, estheticians, massage therapists, nail technicians, r... Contacts DirectoryAction LogAttachmentsImageCalendar
VendorsActive Directory of product suppliers, equipment vendors, and professional service providers that support salon and spa oper... Contacts DirectoryTransactionsAttachments2 File AttachmentsCalendar
AppointmentsActive Track all client appointments including bookings, walk-ins, cancellations, and no-shows with service details, assigne... Client LookupAction LogCalendar
Service HistoryActive Detailed record of every service performed for a client including products used, formulas applied, techniques employe... Client LookupList TabImage
Client ConsultationsActive Record detailed consultation assessments for skin analysis, hair analysis, treatment planning, and new client intake ... Client LookupAttachmentsImage2 File AttachmentsCalendar
Treatment PlansActive Multi-session treatment plans for clients undergoing progressive services such as chemical peels, laser treatments, c... Client LookupAction LogList TabImageCalendar
Service MenuActive Complete catalog of all services offered by the salon or spa with pricing, duration, descriptions, and categorization... List Tab
ProductsActive Inventory of all retail and professional products including hair care, skin care, nail products, tools, and beauty ac... Image
Gift CardsActive Track gift cards and gift certificates issued, redeemed, and outstanding with balance management and expiration track... TransactionsCalendar
MembershipsActive Manage recurring membership plans that offer clients discounted services, priority booking, and exclusive perks in ex... Member LookupTransactionsList TabCalendar
Service PackagesActive Bundled service packages that combine multiple treatments at a discounted rate, such as bridal packages, spa day bund... Client LookupTransactionsList TabCalendar
Commission TrackerActive Track service commissions, retail sales commissions, and tip income for each staff member across pay periods for accu... Staff Member LookupTransactionsCalendar
Revenue TrackerActive Daily and weekly revenue tracking for the salon or spa including service income, retail sales, gift card sales, membe... Transactions
ExpensesActive Track all business expenses including rent, utilities, product purchases, equipment, marketing costs, insurance, and ... TransactionsAttachments2 File AttachmentsCalendar
PayrollActive Process and track payroll for all staff including base wages, commissions, tips, deductions, and net pay for each pay... TransactionsAttachmentsCalendar
EquipmentActive Track all salon and spa equipment including styling stations, shampoo bowls, dryers, steamers, laser devices, massage... Action LogAttachmentsImage2 File AttachmentsCalendar
Rooms and StationsActive Manage physical spaces within the salon or spa including styling stations, treatment rooms, nail stations, shampoo ar... List TabImage
Licenses and PermitsActive Track all business licenses, professional cosmetology licenses, permits, and certifications required for legal salon ... Action LogAttachments2 File AttachmentsCalendar
Supplier OrdersActive Track purchase orders placed with vendors for salon products, supplies, and equipment from order placement through de... TransactionsList TabCalendar
Marketing CampaignsActive Plan, execute, and track marketing campaigns including social media promotions, email blasts, seasonal specials, refe... Action LogList TabAttachmentsCalendar
Online ReviewsActive Monitor and respond to online reviews from Google, Yelp, Facebook, and other platforms to manage salon reputation and... Action Log
Training RecordsActive Document staff training activities including continuing education, product training, technique workshops, safety cert... List TabAttachments1 File AttachmentCalendar
Loyalty ProgramActive Track client loyalty program enrollment, point accumulation, tier status, and reward redemptions to encourage repeat ... Client LookupTransactionsList TabCalendar
Client FeedbackActive Collect and track client satisfaction feedback from post-service surveys, in-person comments, email responses, and so... Client LookupAction Log
Insurance PoliciesAdvanced Manage all business insurance policies including general liability, professional liability, property insurance, worke... Contact TabAction LogAttachments2 File AttachmentsCalendar
Chemical InventoryAdvanced Track professional chemicals and hazardous materials used in salon and spa services including hair color, peroxide, r... List Tab2 File AttachmentsCalendar
Policies and ProceduresAdvanced Document salon and spa business policies, standard operating procedures, staff guidelines, and compliance protocols f... Action LogAttachments1 File AttachmentCalendar
Referral TrackerActive Track client referrals including who referred whom, referral bonuses or credits earned, and the conversion rate from ... Referring Client LookupTransactions
Daily CloseoutActive End-of-day reconciliation record capturing total revenue, payment method breakdowns, client counts, and cash drawer b... Transactions
Sanitation LogAdvanced Document sanitization and disinfection activities for workstations, tools, linens, and common areas to ensure complia... List TabCalendar
Classes and WorkshopsAdvanced Manage beauty classes, workshops, and educational events hosted by the salon or spa for clients or the public, such a... Action LogList TabAttachmentsCalendar
Client WaiversAdvanced Track signed waivers, consent forms, and liability releases required before performing chemical treatments, invasive ... Client LookupAttachments2 File AttachmentsCalendar
Booth RentalAdvanced Manage booth rental agreements for independent stylists and technicians who rent chair or room space in the salon und... Booth Renter LookupTransactions2 File AttachmentsCalendar
🔗

Template Relationships

👥 Clients
Contact Lookup used by:
Appointments (Client)
Service History (Client)
Client Consultations (Client)
Treatment Plans (Client)
Memberships (Member)
Service Packages (Client)
Loyalty Program (Client)
Client Feedback (Client)
Referral Tracker (Referring Client)
Client Waivers (Client)
👤 Team Members
Contact Lookup used by:
Commission Tracker (Staff Member)
Booth Rental (Booth Renter)
📦 Vendors
Vendor contacts available via Related Information linking

All records also support Related Information linking for ad-hoc record-to-record connections across any templates.

⚡

Activation Strategy

✅ Active Templates (27)

  • Clients
  • Team Members
  • Vendors
  • Appointments
  • Service History
  • Client Consultations
  • Treatment Plans
  • Service Menu
  • Products
  • Gift Cards
  • Memberships
  • Service Packages
  • Commission Tracker
  • Revenue Tracker
  • Expenses
  • Payroll
  • Equipment
  • Rooms and Stations
  • Licenses and Permits
  • Supplier Orders
  • Marketing Campaigns
  • Online Reviews
  • Training Records
  • Loyalty Program
  • Client Feedback
  • Referral Tracker
  • Daily Closeout

⚠ Advanced / Inactive (7)

  • Insurance Policies
  • Chemical Inventory
  • Policies and Procedures
  • Sanitation Log
  • Classes and Workshops
  • Client Waivers
  • Booth Rental

Activate any template by opening it in the template browse and toggling the Inactive checkbox off.

🚀

Getting Started

1

Import Collection

Load the JSON file into Data Fortress to set up all templates and menus.

2

Add Your Clients

Build your client directory with contacts, preferences, and allergy info.

3

Set Up Your Team

Enter staff profiles with roles, specialties, licenses, and pay structures.

4

Define Services

Create your service menu with pricing tiers, duration, and product needs.

5

Start Booking

Schedule appointments, log service history, and track daily revenue.

6

Explore & Grow

Activate advanced templates, use hashtags, and customize for your business.

💡

Pro Tips

🔗
Link Records: Use Related Information to connect service history records to appointments, products to services, and feedback to specific staff members.
📅
Calendar Power: Appointment dates, license expirations, campaign dates, and renewal deadlines all appear on one unified calendar view.
💰
Track Revenue: Use Daily Closeout for end-of-day reconciliation and Revenue Tracker for period summaries. Transaction Logs capture every detail.
📝
List Tab Checklists: Products Used in Service History, Session Plans in Treatment Plans, and Order Items in Supplier Orders all use the List Tab.
🔒
Protect Sensitive Data: Use optional record passwords on client records with medical history, allergy details, or financial information.
⚙

Make It Your Own

This collection is a professionally designed starting point, not a locked system. Every template, field, and menu assignment is yours to customize to match how your salon or spa actually operates.

✚ CREATE

Build your own templates from scratch for anything not covered — product usage trackers, loyalty program logs, client allergy alerts, social media content planners, or retail inventory counts.

✎ MODIFY

Fine-tune any template: change field labels, enable or disable features, update purpose text, or reassign menus. Make each template fit your specific workflow.

❌ REMOVE

Delete templates you don't need, or simply toggle them to Inactive to hide them from menus and browse views without losing the design for later use.

🔬 EXPAND

Combine templates from multiple collections or mix collection templates with your own custom creations for a system that's uniquely yours.

🌟

Your Business Journey

This collection grows with you, whether you're opening your first salon chair or managing an established full-service spa operation.

🚀

LAUNCH

You're launching a salon or spa or going digital for the first time. These templates teach you what records to keep and how professional beauty businesses manage clients, appointments, and operations. Get productive immediately at minimal cost with no subscription fees.

📈

GROW

As your clientele grows and service menu expands, customize templates to match your evolving workflow. Activate advanced templates when ready. Data Fortress scales with you without pressure to upgrade or migrate.

🧩

EVOLVE

When you adopt salon software like Vagaro, Fresha, or Meevo, Data Fortress fills the gaps. Keep using templates for vendor management, training records, expense documentation, and more. Create new templates to bridge systems.

No vendor lock-in. No subscription fees. No per-stylist pricing. Your data, your way, at every stage.

© 2026 Berthume Software · Data Fortress · Salon / Spa / Beauty Services Collection · Version 1.0 · 34 Templates · Fully Customizable