Form templates / Beauty & Salons
Beauty Client Intake Form
A beauty client intake form is the one you send before a first appointment: skin type, allergies, medication, what they've had done before and what they're hoping for. Everything you'd otherwise ask while they're already in the chair.
For salons, stylists, nail techs and independent beauty professionals.
The questions that change the treatment
Retinoids, recent sun exposure, isotretinoin, a course of antibiotics - each one changes what you can safely do, and none of them come up unless you ask. Clients aren't hiding them; they don't know they matter.
Asked in advance, on a form, you get honest answers with time to plan. That turns a rushed judgement at the door into a decision you made calmly, with a dated record of what you were told.
What a good intake form saves you
The first message from a new client almost never contains what you need. You reply asking one question; they answer a different one; a week later you still can't start. Every round trip is a day, and the clients who go quiet are usually the ones who got tired of answering.
One form ends that. Ask everything once, get a complete picture, and start the same day. The questions in this template are the ones you end up asking anyway - the form just gets them asked up front.
Patch tests, allergies and colour history
The questions that protect a colour appointment - previous dye, home kits, allergies, patch test dates - are exactly the ones that get skipped when a booking happens in a DM. Asked on a form, they're answered honestly and in writing.
It also protects the diary. Knowing the current colour and the goal before the appointment is the difference between a two-hour slot and a five-hour rescue.
Fast enough that people finish it
Abandonment is mostly a speed problem. A form that takes a second to appear and submits in one request gets finished; one that loads a framework first does not. This is a single self-contained page - no scripts to download, nothing to wait for.
One minute to make it your own
Every label, option and placeholder on this template is editable, and you can add whatever this template doesn't ask. Save to publish, share the link, and export the responses whenever you need them in a spreadsheet.
What this template asks
- Your name
- Email address
- Phone number
- Date of birth
- How would you describe your skin?
- What would you like to work on?
- Any allergies or sensitivities?
- Any medication or supplements?
- In the last month, have you had any of these?
- Are you pregnant or breastfeeding?
- What treatments have you had before?
- What do you use at home?
- The information above is accurate to the best of my knowledge
- You can contact me about my appointment
More Beauty & Salons forms
Questions
Should I send this before or at the appointment?
Before - with the booking confirmation. Filled in at home it's complete and honest; filled in at the desk it's rushed, and you lose the chance to reschedule if something needs a patch test first.
Can I keep this as a client record?
Yes - each response is stored with its date, and you can export the lot. Many salons re-send it annually so the record stays current.
Can I add or remove questions?
Yes - every question here is a starting point. Add your own, delete what doesn't apply, reorder by dragging, and make anything required or optional. Saving publishes the change immediately.
Where do the answers go?
Into your dashboard, where you can read, filter and export them as a spreadsheet. You can also have every response emailed to you the moment it arrives, or as a daily or weekly digest.
Do I need a website?
No. Every form gets its own link you can paste into an email signature, a text message, a QR code or a social profile. If you do have a site, you can link to it from anywhere on it.
Can I use this for patch test records?
Yes, and many salons do: the response is stored with the date it was submitted, which is the record you want if a reaction is ever disputed. Have your insurer confirm what they expect you to keep.
Publish your beauty client intake form today
Start from this template and change anything you like. Free to begin.