Salon · Spa · Lash · Nail · Barbershop

Salon & Beauty Operations Self-Audit

Five operational areas that drive revenue and compliance in a beauty business — no-shows, retention, reviews, payroll accuracy, and licensing.

15–20 minutes · 5 sections · Scored findings with action steps
What this audit covers
  • Booking & No-Shows
  • Client Retention & Retail
  • Reviews & Back Office
  • Licensing & E-Verify
What you get
  • On-screen score the moment you submit
  • Gaps ranked by priority and revenue impact
  • Specific action steps you can implement yourself
  • Tool and platform recommendations with context
  • Full report emailed within 72 hours
Get Started — $197 →
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Salons, Spas & Personal Care

How Well Is Your Salon Actually Running?

Walk through your own systems honestly. This audit finds where revenue is leaking -- starting with no-shows -- and where the software you already pay for could close the gap.

⏱ 15-20 minutes📋 5 sections✓ Detailed results with named recommendations
Your Business
Section 1 of 5
What type of business do you operate?
Hair salon / color
Nail salon
Lash / brow studio
Day spa / waxing
Barbershop
Multi-service / other
Booking & No-Shows
Section 2 of 5
When a client books, do you require a card on file or deposit? $2,500-5,000/mo lost to no-shows on average
Yes -- card on file or deposit required to book Protected
Only for new clients or high-value services Partial
We have a policy but don't enforce it High Gap
No card required -- we book on good faith High Gap
How do clients book with you?
Online booking, linked on Instagram and Google Good
Online available but not linked everywhere Partial
Mostly phone, or a paper book Gap
Do automated text reminders go out before appointments?
Yes -- automated reminders and confirmations go out Good
Some, but not consistently Partial
No automated reminders Gap
Retention & Retail
Section 3 of 5
Do you book a client's next appointment at checkout, before they leave? 42% of loyal clients drive 80% of revenue
Yes -- we rebook at checkout consistently Strong
Sometimes -- depends on the stylist Inconsistent
No -- we ask clients to call back High Gap
When a regular client stops coming in, what happens?
An automated win-back message goes out Good
We reach out manually when we notice Partial
Nothing -- we usually don't notice Gap
Roughly what share of your revenue is retail/product? Should be 12-15% at 40-50% margin
10% or more -- retail is a real part of the business Strong
A small amount, but not much Room to grow
Almost nothing -- product just sits on the shelf Gap
Do you offer memberships or prepaid packages? Members spend 20-30% more annually
Yes -- we have memberships or prepaid packages Good
No recurring or prepaid revenue model Gap
Reviews & Back Office
Section 4 of 5
Do you automatically request reviews after appointments? 71% won't consider a business under 3 stars
Yes -- automated review requests go out Good
Occasionally, when we remember Partial
No -- we don't request reviews Gap
How is stylist commission calculated? Payroll is 40-50% of salon costs
Automatically, by our booking/POS system Good
By hand every pay period Gap
Not applicable -- booth rental or solo N/A
Does your booking system's revenue flow into your accounting automatically?
Yes -- it syncs to QuickBooks or Xero Good
No -- I re-enter totals by hand Gap
I'm not sure how it's set up Unknown
Licensing & E-Verify
Section 5 of 5
Florida requires workers' compensation insurance for salons with 4 or more W-2 employees. Do you have it? Part-time and seasonal staff count -- threshold is lower than most expect
Yes -- workers' comp policy is in place Compliant
Under 4 W-2 employees -- below the threshold Monitor as you hire
Mostly booth renters / 1099 -- not applicable N/A
4 or more W-2 employees and no workers' comp High Gap
Do you have both a personal cosmetology license AND a separate salon establishment license (COSMO 6 or specialty)? They expire on different dates.
Yes -- both are current and I track them separately Good
I only have one of them or I'm not sure I have both High Gap
I have both but don't actively track the expiration dates At Risk
Florida SB 1718 -- if you have 25 or more W-2 employees, is E-Verify being used for every new hire within 3 business days? FL SB 1718
Yes -- E-Verify runs for every W-2 hire, results retained 3 years Compliant
Under 25 W-2 employees -- not currently required Monitor
Mostly booth renters / 1099 -- few or no W-2 staff Likely N/A
25+ W-2 staff and E-Verify is not in use High Gap
How do you track cosmetology and establishment license renewals?
In a system with renewal reminders Good
On paper or in my memory Gap
Get Your Full Results
Every answer is analyzed. You'll see exactly where the gaps are, ranked by impact, with specific recommendations.
Automation Opportunity Score
0
out of 100 -- higher means more untapped opportunity
Your Results
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