Assessor Resource

SHBXCCS002
Provide salon services to clients

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the performance outcomes, skills and knowledge required to provide a complete customer service experience.

It requires the ability to communicate with clients face-to-face or by telephone, schedule appointments, attend and respond to client complaints, and assist clients with special needs.

This unit applies to workers in personal service environments including beauty and hairdressing salons, nail salons and spas. In these environments, they make routine service decisions within a defined range.

No occupational licensing, certification or specific legislative requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Receive clients.

1.1 Welcome client to salon consistent with salon branding, market position and organisational policies and procedures.

1.2 Identify client customer service needs, reasonable requests, or refer to supervisor.

1.3 Source client records or start new record as required.

1.4 Enter client information in record system.

1.5 Direct client to designated service or waiting area.

2. Provide customer service.

2.1 Develop rapport and maintain contact with client during service delivery.

2.2 Identify or anticipate contingencies and take action to maximise client satisfaction.

2.3 Identify and act on opportunities to deliver additional levels of service beyond client’s immediate request.

2.4 Encourage repeat custom through promotion of appropriate services and products.

2.5 Process sales, returns and refunds as required, according to organisational policies and procedures.

2.6 Farewell clients according to organisational policies and procedures.

3. Schedule appointments for clients.

3.1 Schedule appointments according to length of time required for services, availability of staff, and equipment space.

3.2 Confirm appointments with client and cancel or reschedule as required.

3.3 Record details in appointment system.

4. Respond to client complaints.

4.1 Establish nature of complaint and confirm with client.

4.2 Implement complaint resolution procedures as required.

4.3 Promptly refer unresolved complaints to supervisor.

4.4 Take opportunities to turn client dissatisfaction into high quality customer service.

4.5 Complete workplace documentation for client complaint.

4.6 Take follow-up action to ensure client satisfaction.

5. Respond to clients with special needs.

5.1 Identify clients with special needs through observation and questioning.

5.2 Convey a willingness to assist clients.

5.3 Promptly service client needs, or refer and redirect as required.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role and:

integrate hairdressing or beauty technical skills, and provide service to hairdressing or beauty clients for a minimum of twelve, three hour work periods that individually or in combination demonstrate:

accessing client records

appropriate verbal and non-verbal communication

correct telephone techniques

dealing with clients in a culturally appropriate manner

dealing with difficult or abusive clients

effective questioning and active listening techniques to establish client needs

face to face communication techniques

greeting and farewelling techniques

interpreting and maintaining client records

receiving clients and making appointments

resolving complaints with remedial actions

scheduling client appointments.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

principles of quality customer service and positive communication techniques:

voice tonality and volume

body language

essential features, conventions and usage of these types of communication media:

telephone

email

letters

industry expectations of hairdressing and beauty workers:

professional service standards

attitudes to working with clients

ethics of professional behaviour

personal presentation and hygiene standards

federal, state or territory legislation relevant to providing salon service to clients:

anti-discrimination

consumer protection

privacy

work health and safety

organisational policies and procedures:

communicating with clients

handling and resolving complaints

customer service techniques

personal grooming and presentation

product returns

promoting products and services

receiving clients

record keeping

sales and refunds

scheduling clients

work health and safety

possible remedial actions for resolving client complaints:

complimentary service

fuller explanation

referral to supervisor

refund of charges

replacement of product

samples

special packages of services

special needs of client:

language needs and cultural understandings

mobility or other disability assistance

payment arrangements

organisational processes and equipment:

client record system

functions and use of appointment system

functions and use of telephone

location of workplace areas and sections

message procedures for:

telephone

email

messages taken in person

workplace product and service range.

Skills must be demonstrated in a personal services salon environment; this can be:

an industry workplace or

a simulated workplace set up for the purpose of skills assessment, that provides services to paying members of the public.

Assessment must ensure access to:

paying clients, both new and regular, with different client service requirements, who have the expectation that the services provided reflect those of a commercial business

relevant organisational policies and procedure manuals for customer service:

customer service techniques

personal presentation

complaint resolution.

Assessment must ensure use of:

computer with salon software system

reception desk

retail display area

telephone.

Assessment activities that allow the individual to:

complete salon services within commercially realistic speed, timing and productivity requirements

demonstrate competency in an environment reflective of real work situations

manage tasks and contingencies in the context of the job role.

Assessors must satisfy the Standards for Registered Training Organisation’s requirements for assessors.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Receive clients.

1.1 Welcome client to salon consistent with salon branding, market position and organisational policies and procedures.

1.2 Identify client customer service needs, reasonable requests, or refer to supervisor.

1.3 Source client records or start new record as required.

1.4 Enter client information in record system.

1.5 Direct client to designated service or waiting area.

2. Provide customer service.

2.1 Develop rapport and maintain contact with client during service delivery.

2.2 Identify or anticipate contingencies and take action to maximise client satisfaction.

2.3 Identify and act on opportunities to deliver additional levels of service beyond client’s immediate request.

2.4 Encourage repeat custom through promotion of appropriate services and products.

2.5 Process sales, returns and refunds as required, according to organisational policies and procedures.

2.6 Farewell clients according to organisational policies and procedures.

3. Schedule appointments for clients.

3.1 Schedule appointments according to length of time required for services, availability of staff, and equipment space.

3.2 Confirm appointments with client and cancel or reschedule as required.

3.3 Record details in appointment system.

4. Respond to client complaints.

4.1 Establish nature of complaint and confirm with client.

4.2 Implement complaint resolution procedures as required.

4.3 Promptly refer unresolved complaints to supervisor.

4.4 Take opportunities to turn client dissatisfaction into high quality customer service.

4.5 Complete workplace documentation for client complaint.

4.6 Take follow-up action to ensure client satisfaction.

5. Respond to clients with special needs.

5.1 Identify clients with special needs through observation and questioning.

5.2 Convey a willingness to assist clients.

5.3 Promptly service client needs, or refer and redirect as required.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role and:

integrate hairdressing or beauty technical skills, and provide service to hairdressing or beauty clients for a minimum of twelve, three hour work periods that individually or in combination demonstrate:

accessing client records

appropriate verbal and non-verbal communication

correct telephone techniques

dealing with clients in a culturally appropriate manner

dealing with difficult or abusive clients

effective questioning and active listening techniques to establish client needs

face to face communication techniques

greeting and farewelling techniques

interpreting and maintaining client records

receiving clients and making appointments

resolving complaints with remedial actions

scheduling client appointments.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

principles of quality customer service and positive communication techniques:

voice tonality and volume

body language

essential features, conventions and usage of these types of communication media:

telephone

email

letters

industry expectations of hairdressing and beauty workers:

professional service standards

attitudes to working with clients

ethics of professional behaviour

personal presentation and hygiene standards

federal, state or territory legislation relevant to providing salon service to clients:

anti-discrimination

consumer protection

privacy

work health and safety

organisational policies and procedures:

communicating with clients

handling and resolving complaints

customer service techniques

personal grooming and presentation

product returns

promoting products and services

receiving clients

record keeping

sales and refunds

scheduling clients

work health and safety

possible remedial actions for resolving client complaints:

complimentary service

fuller explanation

referral to supervisor

refund of charges

replacement of product

samples

special packages of services

special needs of client:

language needs and cultural understandings

mobility or other disability assistance

payment arrangements

organisational processes and equipment:

client record system

functions and use of appointment system

functions and use of telephone

location of workplace areas and sections

message procedures for:

telephone

email

messages taken in person

workplace product and service range.

Skills must be demonstrated in a personal services salon environment; this can be:

an industry workplace or

a simulated workplace set up for the purpose of skills assessment, that provides services to paying members of the public.

Assessment must ensure access to:

paying clients, both new and regular, with different client service requirements, who have the expectation that the services provided reflect those of a commercial business

relevant organisational policies and procedure manuals for customer service:

customer service techniques

personal presentation

complaint resolution.

Assessment must ensure use of:

computer with salon software system

reception desk

retail display area

telephone.

Assessment activities that allow the individual to:

complete salon services within commercially realistic speed, timing and productivity requirements

demonstrate competency in an environment reflective of real work situations

manage tasks and contingencies in the context of the job role.

Assessors must satisfy the Standards for Registered Training Organisation’s requirements for assessors.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Welcome client to salon consistent with salon branding, market position and organisational policies and procedures. 
Identify client customer service needs, reasonable requests, or refer to supervisor. 
Source client records or start new record as required. 
Enter client information in record system. 
Direct client to designated service or waiting area. 
Develop rapport and maintain contact with client during service delivery. 
Identify or anticipate contingencies and take action to maximise client satisfaction. 
Identify and act on opportunities to deliver additional levels of service beyond client’s immediate request. 
Encourage repeat custom through promotion of appropriate services and products. 
Process sales, returns and refunds as required, according to organisational policies and procedures. 
Farewell clients according to organisational policies and procedures. 
Schedule appointments according to length of time required for services, availability of staff, and equipment space. 
Confirm appointments with client and cancel or reschedule as required. 
Record details in appointment system. 
Establish nature of complaint and confirm with client. 
Implement complaint resolution procedures as required. 
Promptly refer unresolved complaints to supervisor. 
Take opportunities to turn client dissatisfaction into high quality customer service. 
Complete workplace documentation for client complaint. 
Take follow-up action to ensure client satisfaction. 
Identify clients with special needs through observation and questioning. 
Convey a willingness to assist clients. 
Promptly service client needs, or refer and redirect as required. 
Welcome client to salon consistent with salon branding, market position and organisational policies and procedures. 
Identify client customer service needs, reasonable requests, or refer to supervisor. 
Source client records or start new record as required. 
Enter client information in record system. 
Direct client to designated service or waiting area. 
Develop rapport and maintain contact with client during service delivery. 
Identify or anticipate contingencies and take action to maximise client satisfaction. 
Identify and act on opportunities to deliver additional levels of service beyond client’s immediate request. 
Encourage repeat custom through promotion of appropriate services and products. 
Process sales, returns and refunds as required, according to organisational policies and procedures. 
Farewell clients according to organisational policies and procedures. 
Schedule appointments according to length of time required for services, availability of staff, and equipment space. 
Confirm appointments with client and cancel or reschedule as required. 
Record details in appointment system. 
Establish nature of complaint and confirm with client. 
Implement complaint resolution procedures as required. 
Promptly refer unresolved complaints to supervisor. 
Take opportunities to turn client dissatisfaction into high quality customer service. 
Complete workplace documentation for client complaint. 
Take follow-up action to ensure client satisfaction. 
Identify clients with special needs through observation and questioning. 
Convey a willingness to assist clients. 
Promptly service client needs, or refer and redirect as required. 

Forms

Assessment Cover Sheet

SHBXCCS002 - Provide salon services to clients
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

SHBXCCS002 - Provide salon services to clients

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: