Checklist template

Salon cash, tips and service ticket controls

A ready-to-use checklist with 119 items in 6 sections, covering Service tickets, Discounts, Tips, Cash drawer, Product usage, Reports. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 119 Items
  • 99 Yes / No checks
  • 6 Scored ratings
  • 129 Points

Use this template How audits work

1. Service tickets 20 items

  1. Clients in a chair or at a shampoo bowl during the floor walk Number
  2. Clients being served with no open ticket in the point of sale Number
  3. Walk-in clients are entered in the system on arrival, before the service starts Yes / No 1 pt
  4. Tickets are opened by the front desk and not by the stylist performing the service, where the desk is staffed Yes / No 1 pt
  5. The services on the ticket matched the services performed (3 clients followed to checkout) Yes / No 1 pt
  6. Add-on services (toner, treatment, extra color bowl, blow-dry) appear on the ticket when performed Yes / No 1 pt
  7. The long or thick hair surcharge is applied as the price list states Yes / No 1 pt
  8. Every completed appointment in yesterday's book has a closed ticket Yes / No 1 pt
  9. No-shows and cancellations are marked by the front desk with a reason Yes / No 1 pt
  10. Stylists cannot delete a ticket under their own login Yes / No 1 pt
  11. A ticket void requires a manager code Yes / No 1 pt
  12. Each void carries a written reason Yes / No 1 pt
  13. No ticket from a previous day is still open Yes / No 1 pt
  14. Each ticket is assigned to the stylist who performed the service Yes / No 1 pt
  15. Changing the stylist on a closed ticket requires manager approval Yes / No 1 pt
  16. Redo and correction services are entered at zero with the number of the original ticket Yes / No 1 pt
  17. A price override requires manager approval Yes / No 1 pt
  18. Prices of 5 services in the point of sale match the posted service menu Yes / No 1 pt
  19. Tickets are closed in the point of sale at the time of payment, not batched at the end of the day (observed) Yes / No 1 pt
  20. Integrity of service tickets Rating
    • Every service ticketed and accurate 5 pts
    • Add-ons or details missing on some tickets 3 pts
    • Services performed without tickets 1 pt

2. Discounts 19 items

  1. Every discount in the point of sale has a named code, and no open "miscellaneous" discount is in use Yes / No 1 pt
  2. A discount above the percentage set by company policy requires a manager code Yes / No 1 pt
  3. The employee discount is applied only on the employee's own client profile Yes / No 1 pt
  4. Services for friends and family are ticketed at the rate set by company policy Yes / No 1 pt
  5. Services that employees perform on each other are ticketed Yes / No 1 pt
  6. Coupons are collected or scanned and kept with the daily paperwork Yes / No 1 pt
  7. Expired promotions are disabled in the point of sale Yes / No 1 pt
  8. Child, student and senior prices are applied only to clients who meet the stated criteria Yes / No 1 pt
  9. The new-client offer was applied only to profiles with no earlier visit (5 tickets sampled) Yes / No 1 pt
  10. Loyalty points are redeemed from the paying client's own account Yes / No 1 pt
  11. No loyalty points from client purchases have been credited to an employee's account (report checked) Yes / No 1 pt
  12. Model and training services are ticketed as training with the educator's approval Yes / No 1 pt
  13. Complimentary bang and neck trims are recorded on a ticket Yes / No 1 pt
  14. Gift cards are activated only through the point of sale Yes / No 1 pt
  15. Package and series redemptions are deducted from the client's package balance Yes / No 1 pt
  16. The manager initials the weekly discount report Yes / No 1 pt
  17. Discounts last week as a percentage of service sales (%) Number
  18. Tickets discounted 100% last week Number
  19. Control of discounts Rating
    • Every discount coded, approved and reviewed 5 pts
    • Coded but not reviewed 3 pts
    • Open discounts used freely 1 pt

3. Tips 18 items

  1. Card tips are entered by the client on the terminal or written on a signed slip Yes / No 1 pt
  2. Signed tip slips are kept with the daily paperwork, where paper slips are used Yes / No 1 pt
  3. Five card tips sampled matched the signed slip or the terminal record Yes / No 1 pt
  4. A tip adjustment after the ticket is closed requires manager approval Yes / No 1 pt
  5. Card tips are paid out by the method set by company policy (payroll or cash at close) Yes / No 1 pt
  6. Each cash payout of card tips from the drawer is recorded as a paid-out with the stylist's signature Yes / No 1 pt
  7. Total tip payouts for yesterday match the tip report Yes / No 1 pt
  8. Cash tips go straight to the stylist or into the stylist's tip envelope, never into the cash drawer Yes / No 1 pt
  9. Tip envelopes at the front desk are labeled with the stylist's name Yes / No 1 pt
  10. Tip envelopes are emptied by their owners daily Yes / No 1 pt
  11. Tips for assistants and shampoo staff are shared as the written policy states Yes / No 1 pt
  12. Tips are excluded from the service sales used to calculate commission Yes / No 1 pt
  13. Card tips are reported to payroll each pay period from the tip report Yes / No 1 pt
  14. Tickets where the tip exceeds the service amount are reviewed by the manager Yes / No 1 pt
  15. No deduction is taken from tips other than those in the written policy Yes / No 1 pt
  16. A stylist asked could explain how and when card tips are paid Yes / No 1 pt
  17. Card tips recorded last week (dollars) Number
  18. Handling of tips Rating
    • Recorded, reconciled and paid per policy 5 pts
    • Paid but not reconciled 3 pts
    • No reliable record 1 pt

4. Cash drawer 23 items

  1. The drawer float counted during the visit equals the float set by company policy Yes / No 1 pt
  2. Float counted during the visit (dollars) Number
  3. The drawer is counted at opening Yes / No 1 pt
  4. The closing count of the drawer is verified by a second person Yes / No 1 pt
  5. The over or short amount is recorded at every close Yes / No 1 pt
  6. Over or short amount at the last close (dollars) Number
  7. Overs and shorts beyond the limit set by company policy have a written explanation Yes / No 1 pt
  8. Each front desk employee signs in to the point of sale with a personal ID Yes / No 1 pt
  9. The drawer is closed between transactions with no key left in it Yes / No 1 pt
  10. Each no-sale drawer opening has a reason entered Yes / No 1 pt
  11. A cash refund requires manager approval Yes / No 1 pt
  12. Card payments are refunded to the original card Yes / No 1 pt
  13. Each paid-out for supplies has a receipt attached with the manager's initials Yes / No 1 pt
  14. Petty cash is kept apart from the drawer Yes / No 1 pt
  15. The drawer holds no personal checks or IOUs Yes / No 1 pt
  16. Bills above the value set by company policy are checked for counterfeits Yes / No 1 pt
  17. Cash above the drawer limit is dropped to the safe Yes / No 1 pt
  18. Yesterday's deposit equals the cash sales on the daily close report Yes / No 1 pt
  19. Deposits are taken to the bank on the schedule set by company policy Yes / No 1 pt
  20. Bank-validated deposit slips are filed with the daily paperwork Yes / No 1 pt
  21. The safe was locked on arrival Yes / No 1 pt
  22. The safe combination is known only to the managers on the access list Yes / No 1 pt
  23. Cash handling at the front desk Rating
    • Counted, reconciled and secured 5 pts
    • Secured but overs or shorts unexplained 3 pts
    • Unreconciled or unsecured 1 pt

5. Product usage 20 items

  1. Professional color used is tracked per stylist on the backbar usage report Yes / No 1 pt
  2. Backbar shampoo and conditioner come from backbar sizes, not from retail bottles Yes / No 1 pt
  3. Extra color used beyond the standard quantity is charged as the price list states Yes / No 1 pt
  4. Professional products are kept in a dispensary or cabinet that clients cannot reach Yes / No 1 pt
  5. Products issued from the dispensary to stations are logged Yes / No 1 pt
  6. Color tubes and developer are counted on the schedule set by company policy Yes / No 1 pt
  7. Date of the last count of professional products Date
  8. Color used in the last period was compared with the number of color services on the sales report Yes / No 1 pt
  9. Retail products taken for use at the stations are transferred in the system to salon use Yes / No 1 pt
  10. Stylists do not sell products from station drawers or personal stock Yes / No 1 pt
  11. Retail products are rung at the front desk before the client leaves with them (observed) Yes / No 1 pt
  12. Employee purchases of retail and professional products are rung by a manager Yes / No 1 pt
  13. Each stylist has signed the policy that prohibits taking professional products home Yes / No 1 pt
  14. Each stylist has signed the policy that prohibits private appointments outside the booking system Yes / No 1 pt
  15. Services after closing time require manager approval and a ticket Yes / No 1 pt
  16. Ten retail items counted during the visit matched the system on-hand quantity Yes / No 1 pt
  17. Items of the 10 counted that showed a variance Number
  18. Free goods and samples from distributors are entered in inventory or logged on receipt Yes / No 1 pt
  19. Returned retail products are inspected before they go back on the shelf Yes / No 1 pt
  20. Control of product usage Rating
    • Usage recorded and compared with services 5 pts
    • Recorded but not compared 3 pts
    • Not recorded 1 pt

6. Reports 19 items

  1. The daily close report is signed by the person who closed Yes / No 1 pt
  2. The manager reviews the void report weekly Yes / No 1 pt
  3. The manager reviews the deleted ticket report weekly Yes / No 1 pt
  4. The manager reviews the refund report weekly Yes / No 1 pt
  5. The report of appointments with no ticket is reviewed weekly Yes / No 1 pt
  6. The number of tickets per stylist is compared with the hours booked for that stylist Yes / No 1 pt
  7. The share of cash payments per front desk employee is reviewed for outliers Yes / No 1 pt
  8. Commission is calculated from the point-of-sale report and not from manual sheets Yes / No 1 pt
  9. Commission adjustments are documented with district manager approval Yes / No 1 pt
  10. Point-of-sale logins of former employees have been deactivated Yes / No 1 pt
  11. Manager codes are known only to managers (2 employees asked) Yes / No 1 pt
  12. Daily paperwork is kept for the retention period set by company policy Yes / No 1 pt
  13. Date of the last cash audit by the district manager Date
  14. Action items from the last cash audit are completed Yes / No 1 pt
  15. Voided tickets last week Number
  16. Refunds last week (dollars) Number
  17. Name of the salon manager Short text
  18. Overall control of tickets, cash and tips Rating
    • All reconciled and reviewed 5 pts
    • Reconciled with gaps in one area 3 pts
    • Gaps in several areas 1 pt
  19. Corrective actions required Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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