Frontline Onboarding Kit

Bring a new salon or spa front desk employee from their first day to running the desk alone in 30 days, with plans, role checklists, booking and consultation guidance and a cheat sheet.

Who it is for

• Salon and spa managers who hire front desk staff.

• Business owners who run their own salon, spa, barbershop or nail studio and train the desk themselves.

• Front desk leads and senior receptionists who now train new hires.

• HR and training staff in multi-location salon or spa businesses who want a ready-made, editable front desk program.

The problem it solves

A new front desk employee has to learn the service menu, how long each service takes with each provider, which services need a consultation first, and your policies on deposits, cancellations and late arrivals. When this is learned on the job without a plan, booking mistakes reach clients and providers run late. This kit gives you a planned first day, first week and first 30 days, a checklist for each front desk role, one consistent way to teach every task, and the customer service basics for arrivals, bookings, consultations and checkout. Every task is taught with Teach a Task™, a proprietary method of KA Company, and customer service follows READ™, a proprietary method of KA Company.

Rules on hiring paperwork, breaks and payment handling depend on your location. The kit reminds you to check them; it is not legal advice.

What is inside

• How to use this kit (page 1; 1 page)

• Copyright and License (page 2; 1 page)

• Part 1. Manager’s guide (pages 3 to 5; 3 pages)

• Part 2. Before day one and the first-day plan (pages 6 to 10; 5 pages)

• Part 3. First-week plan (pages 11 to 13; 3 pages)

• Part 4. 30-day plan and day-30 review (pages 14 to 18; 5 pages)

• Part 5. Role task checklists and sign-off (pages 19 to 26; 8 pages)

• Part 6. Customer service basics (pages 27 to 29; 3 pages)

• Part 7. Cheat sheet for common situations (page 30; 1 page)

• Part 8. Mistakes, settings, FAQ and rollout (pages 31 to 32; 2 pages)

• Editable Word version of everything above (32 pages)

Examples follow a new front desk coordinator at a salon and spa through her first 30 days, with variations for hair salons, day spas, nail studios, barbershops, wellness practices and one-person desks.

How to use it

1. Read the manager's guide (Part 1).

2. Prepare before day one with the checklist and first-day plan.

3. Plan the first week and the first 30 days, and book the day-30 review.

4. Choose the role checklist, name a trainer for each task, and teach each task with the four Teach a Task steps.

5. Coach customer service with Part 6 and give every new employee the cheat sheet.

6. Edit everything in the Word file to match your service menu, booking system, policies and prices.

Formats and file types

• Printable PDF (32 pages), US Letter.

• Editable Word file (.docx, 32 pages) with every template, checklist and example.

• An e-learning version is planned as a separate product. It is not included in this kit.

Frequently asked questions