List client's personal information and factors that could affect the service.

List should include

  • client's name, address, email, and phone number on a record card after consultation
  • client's lifestyle (e.g., athletic, professional consultant, daycare teacher, stay-at-home mom).

Process/Skill Questions:

  • Why is it important to know about the client's lifestyle?
  • What other information can be put on the record card after the service is performed?