Find the document you need
Give important material an owner and a review date.
Organise the material
Group documents around the work they support.
Name the current reference
Use clear titles and identify who maintains important material.
Review when things change
Check documents when policies, services or daily procedures are updated.
In your business
Hair Salons
A practical documents example for your salon.
Frequently asked questions
How are documents different from client forms?
Documents hold working material such as guides, checklists and business references. Explore structured forms.
Can I store sensitive or regulated records here?
Storage, access and retention needs depend on the records. Confirm suitability before storing sensitive or regulated information. Ask about document access and storage.
How can I stop old guidance being reused?
Give important documents a clear owner and review them when the underlying process changes. Explore shared knowledge.