Keeping old client records??? - TanToday - Helping Salon Owners, One At A Time, Since 2000!

Shantilly · 7th August 2008, 11:40 AM

Prior to going computerized years ago, we used the old client cards. I have them dating back 14 years. And I need some space... any idea how long we have to keep them for?

Natureboy · 7th August 2008, 11:46 AM

For what purpose? Are you talking about sales records for audit purposes? If so, I believe in Canada 7 years.

Mojave Tan · 7th August 2008, 04:07 PM

Pretty sure it is 7 years in US too.

Shantilly · 7th August 2008, 04:07 PM

No not for audit purposes.. these are the cards that kept track of there visits, how often, for how long and the original release they signed. The ones I have in backroom, clients have signed new release forms. But when is it ok to get rid of their tanning history?

Din · 7th August 2008, 04:45 PM

7 years for audit purposes....other than that, it's your salon, you can get rid of them whenever you want.

JustTans23 · 7th August 2008, 04:55 PM

I know Massachusetts you have to have a record of 2 years I believe of their tanning history.

Natureboy · 11th August 2008, 11:57 AM

If you have them totally alphabetized in a box so you could fine one in a hurry if you needed I would keep them two years then I would use them to start your campfire next time you go camping.

phattmatt · 11th August 2008, 02:28 PM

Florida is 4 years. Never any auditing on patron info cards here

Wicked1 · 11th August 2008, 05:19 PM

before you toss them out go through them and gind the ones that don't come in anymore and send them a letter inviting them back to the salon.

7th August 2008, 11:40 AM	#1 (permalink)
Shantilly Rookie Join Date: May 2005 Location: Canada Posts: 46	Keeping old client records??? Prior to going computerized years ago, we used the old client cards. I have them dating back 14 years. And I need some space... any idea how long we have to keep them for?

7th August 2008, 11:46 AM	#2 (permalink)
Natureboy Moderator Security Join Date: Dec 2004 Location: Canada, just north of 50 Posts: 2,923	Re: Keeping old client records??? For what purpose? Are you talking about sales records for audit purposes? If so, I believe in Canada 7 years. __________________ Original Tantoday Class of 2000! Tellin' it like it is. www.millenniumtan.com

7th August 2008, 04:07 PM	#3 (permalink)
Mojave Tan Mojave Tan Join Date: Jul 2007 Location: Natomas, CA Posts: 1,019	Re: Keeping old client records??? Pretty sure it is 7 years in US too.

7th August 2008, 04:07 PM	#4 (permalink)
Shantilly Rookie Join Date: May 2005 Location: Canada Posts: 46	Re: Keeping old client records??? No not for audit purposes.. these are the cards that kept track of there visits, how often, for how long and the original release they signed. The ones I have in backroom, clients have signed new release forms. But when is it ok to get rid of their tanning history?

7th August 2008, 04:45 PM	#5 (permalink)
Din Smartass Canuck Moderator Join Date: Feb 2005 Location: Canada Posts: 9,126	Re: Keeping old client records??? 7 years for audit purposes....other than that, it's your salon, you can get rid of them whenever you want. __________________ www.ChronosMarketing.com ____________________________________________ The problem nowadays is stupidity. Why don't we just take the safety labels off everything and see what happens?

7th August 2008, 04:55 PM	#6 (permalink)
JustTans23 Hall of Famer Join Date: Jul 2007 Location: MA Posts: 2,649	Re: Keeping old client records??? I know Massachusetts you have to have a record of 2 years I believe of their tanning history. __________________

11th August 2008, 11:57 AM	#7 (permalink)
Natureboy Moderator Security Join Date: Dec 2004 Location: Canada, just north of 50 Posts: 2,923	Re: Keeping old client records??? If you have them totally alphabetized in a box so you could fine one in a hurry if you needed I would keep them two years then I would use them to start your campfire next time you go camping. __________________ Original Tantoday Class of 2000! Tellin' it like it is. www.millenniumtan.com

11th August 2008, 02:28 PM	#8 (permalink)
phattmatt Moderator Join Date: Nov 2004 Location: entropy Florida Posts: 2,497	Re: Keeping old client records??? Florida is 4 years. Never any auditing on patron info cards here __________________ ......................Flashback 1999........................ "One of the 'ORIGINAL' TanToday Gang"

11th August 2008, 05:19 PM	#9 (permalink)
Wicked1 Super Star Join Date: Jun 2007 Location: The Land Down Under!!!!! Posts: 690	Re: Keeping old client records??? before you toss them out go through them and gind the ones that don't come in anymore and send them a letter inviting them back to the salon.

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