Beauty & Wellness form templates
Intake, consultation and appointment request forms for salons, spas and studios — the questions a stylist, therapist or artist needs answered before the client is in the chair.
Building this from scratch instead? See Registrations & RSVPs.
The nine templates group by what has to be known in advance. Hair work turns on chemical history: current colour, box dye, any relaxer or keratin still sitting on the hair. Skin and body work turns on contraindications: retinoids, Accutane, recent injectables, pregnancy. Design-led work turns on the brief: tattoo placement and style, nail art inspiration, brow shape.
One points the other way: the beauty school application, completed by prospective cosmetology and esthetics students rather than clients.
What is a client intake form?
The questionnaire a salon, spa or studio sends before a first appointment: contact details, what the client wants done, and the history that decides whether it can be done safely — chemical history for a colourist, medical history for an esthetician or massage therapist.
A consultation form goes further and shapes the service itself: current versus desired colour, brow technique, placement and size, pressure level, areas to focus on. An appointment request is the shortest — service, preferred date, technician, new or returning.
What these forms usually ask for
The questions that appear most often across our 9 beauty & wellness form templates.
- Email Address9 of 9
- Phone Number9 of 9
- Client Name4 of 9
- Full Name4 of 9
- Appointment Date3 of 9
- Date of Birth2 of 9
- Hair Type2 of 9
- How Did You Hear About Us?2 of 9
Why use beauty & wellness form templates
Box dye, a keratin treatment or a course of retinoids discovered mid-appointment costs the slot. Sent at the moment of booking, the form gives people time to check dates.
Service type, technician, occasion, group size, budget and a link to reference images arrive in one submission, so the first reply can be an actual quote. Nothing has to be chased across three DM threads.
Skin, medical and allergy answers can carry end-to-end encryption and stay on EU infrastructure, and responses search by name, so last year's intake is a few seconds away.
How to create your own
- 1
Open with the service wanted, whether they have visited before, and their preferred date and technician.
- 2
Ask the history the service turns on: last chemical service and when, box dye, relaxers and keratin for hair; actives, retinoids and recent injectables for skin.
- 3
Make allergies and contraindication questions required, with a detail box that appears only when someone answers yes.
- 4
Add the brief — a link to reference images, placement and size, colour goal, areas to focus on and areas to avoid.
- 5
Close with how long the service takes, your cancellation policy and your deposit terms if you take one.
Getting better responses
Clients have to work out when their last colour was and read ingredients off the bottles in their bathroom. An hour's notice gets guesses.
A yes to 'have you had a chemical service' tells you very little. The date is what your judgement rests on, for colour history and skin treatments alike.
A two-year-old intake knows nothing about a new medication, a pregnancy or a recent procedure. Set a refresh interval and send returning clients the same link again.
Who uses these forms
Frequently asked questions
What should a salon client intake form ask?
Hair type, thickness and current length, the colour on the hair now and how it got there, and every chemical service with an approximate date — box dye, relaxer, keratin, perm. Then the desired service and the result the client has in mind, ideally with a link to a reference photo. Allergies and sensitivities should be a required field rather than an optional one, and a short 'how did you hear about us' at the end is worth having for marketing.
What is the difference between an intake form and a consultation form?
An intake form is about the person: contact details, history, medical and allergy disclosures, collected once and refreshed periodically. A consultation form is about the service they are booking now — current versus desired colour, brow style, tattoo placement and size, pressure level, areas to avoid. Studios that offer several services often keep one intake and a separate consultation per service type.
Can clients book a time or pay a deposit on the form?
The templates collect a preferred date, service and technician as a request rather than confirming a slot, so you keep control of the diary and reply to confirm. That suits nail art, colour corrections and tattoo work, where the length of the appointment depends on what the client has described. Deposits work the same way for now: the form states your terms and you charge through the tool you already use, with native payment fields on the roadmap. Put typical service durations in the form itself so people request something realistic.
How is client health and skin information stored?
Everything is encrypted both on the way in and in storage, the forms carrying medical disclosures can go further with end-to-end encryption, and hosting can sit in the EU. Responses can be filtered, searched and exported, so you decide how long to keep them and when to ask again. Record-keeping duties for licensed practitioners vary by jurisdiction and profession, so confirm what your own licensing body requires.
Related templates and guides
Start from scratch and build exactly the form you want.
Start building