The Consultation Walkthrough
Everything you need to run a confident, end-to-end extension consultation — from the first photo to the sent quote. Follow the eight steps below in order, or jump straight into the tool and take the interactive tour.
Client Information
Begin every consultation by recording the client's name, contact details, and current hair context. This information feeds the final quote and lets you follow up after the appointment. The before photo you upload here becomes the base for the AI visualizer and the before/after comparison on the final quote.
- Client name, email, and mobile number
- Current hair length and density
- Desired result and any notes
- A front-facing before photo — good lighting, hair down
A clean, well-lit before photo makes the AI preview far more accurate. Ask the client to pull hair back from the face so the shape of their head and hairline is visible.
Extension Method
Select the extension method — hand-tied wefts, K-tips, tape-ins, toppers, and more. Each method has its own installation pricing and maintenance schedule, which the calculator pulls in automatically from your admin catalog.
- Pick the method that suits the client's natural hair and goals
- Pricing and maintenance load from your admin catalog
- You can change this later — the quote recalculates instantly
If the client is unsure, choose the method you'd recommend and use the budget options in Step 5 to show alternatives. The system never auto-selects — you stay in control.
Hair Selection
Select the hair itself — brand, collection, exact color, length, and texture. These come straight from your extension catalog, so prices and availability are always current. The color swatch preview helps the client see the shade before you commit.
- Brand and collection
- Color (name or number, with swatch preview)
- Length and texture
- Grams or rows — how much hair the client needs
Match the color to the client's natural hair or their color goal. The swatch preview helps them visualize the shade before you commit.
Live Quote Calculator
The calculator totals the hair cost, installation, color, haircut, and any additional services in real time. Drag the grams slider and the numbers update instantly — a powerful moment to share with the client as they watch their investment take shape.
- Adjust grams with the slider or ± controls
- Add color, haircut, or custom service charges
- The deposit and remaining balance calculate automatically
Increase grams for more fullness — you always decide what's safe for the client's natural hair. The system never auto-recommends an amount.
Budget Options
Generate two or three quote variations around the client's budget — for example a natural fullness option, an enhanced option, and a full transformation. This helps the client choose without feeling pressured, and shows you're working within their range.
- Set the client's budget range
- Generate A/B/C scenarios at different gram amounts
- Each option shows the full breakdown
Lead with the option that best fits the client's hair and goals, then present the others as alternatives. Clients appreciate having choices.
AI Preview
Using the client's before photo and your current selections, the AI visualizer generates a preview of the potential result. This is a visualization tool — it helps the client imagine the outcome, not a guarantee of the exact final look.
- Tap Generate Preview to create the AI image
- The preview uses your selected length, color, and texture
- Regenerate anytime you change the selections
Always pair the preview with the disclaimer: it's for visualization purposes and does not guarantee an exact final color, density, length, or result.
Connected Visualizer
The before photo and AI preview appear side by side, connected to your live quote selections. Change the color or grams and regenerate to show the client how each option looks. This is the moment most clients say yes.
- Before and preview displayed side by side
- Labels and disclaimer shown clearly
- Regenerate with different selections to compare
This side-by-side is the moment most clients say yes. Walk them through what changed and why it suits them.
Client Quote & Send
Review the full quote — method, hair, investment, maintenance, and preview — then send it. The client receives a link to a branded quote page where they can accept and pay the deposit through Square. You can save as draft while you refine, then send once the client has agreed.
- Review the full summary
- Save as draft or send to the client
- The client accepts and pays the deposit online
Save as draft while you're still refining, then send once the client has agreed. You can duplicate any past consultation for returning clients.
Ready to begin?
Open the Consultation Studio and take the interactive tour to see each step on the real interface.
Open Consultation Studio