Help your estheticians deliver results-driven facials from the very first session. This intake form captures skin type, active concerns, current product use (including active ingredients like retinoids), medical flags, known allergies, and treatment goals — so every treatment is built on facts, not guesswork. Send the link with the appointment confirmation and walk in prepared.
An esthetician client intake form is a clinical necessity, not just an administrative courtesy. Many of the most effective facial treatments — chemical peels, microdermabrasion, LED therapy, and high-frequency treatments — have significant contraindications. A client currently on Accutane should never receive a chemical exfoliant. Someone with active cold sores should not receive a lip treatment. A client who just had filler injections needs services routed around the treated area. The intake form is how estheticians know before the session begins.
Beyond safety, the form enables personalization at a level clients feel immediately. When an esthetician knows you have combination skin with hyperpigmentation concerns, a history of fragrance sensitivity, and you're already using vitamin C and niacinamide, they can formulate a facial that complements your home routine rather than counteracting it. Clients who feel genuinely understood are the clients who book again.
formformform makes it easy to send this form as part of your booking workflow. Whether you use an online booking system or manual scheduling, you can include the form link in every confirmation message. All responses live in your dashboard, organized by submission date, so you can build a history of each client's evolving skin profile over time.
Acne specialists collect breakout frequency, current prescription topicals, diet-related triggers, and hormonal cycle patterns to build a targeted clear-skin treatment plan.
Skin rejuvenation estheticians document fine line concerns, sun damage history, collagen stimulation treatment interest, and comfort level with downtime for advanced treatments.
Licensed estheticians verify Accutane clearance timing, current retinoid use, and skin sensitivity level before selecting appropriate peel strength and acids.
Skin therapists screen for active rosacea, redness, and capillary fragility before performing physical resurfacing to avoid worsening inflammation or broken capillaries.
Photobiomodulation practitioners screen for photosensitive medications, recent laser history, and target skin concern (acne vs. anti-aging vs. redness) before light therapy sessions.
Medical spas collect existing product actives, skin sensitivity, and specific congestion or tone concerns before customizing HydraFacial serum boosters.
Estheticians working with teenage clients gather parent-provided information on current medications, prescription history, and dietary habits alongside the client's own skin concern description.
Estheticians starting a bridal skin prep program collect wedding date, current skin baseline, treatment frequency availability, and product sensitivity for a multi-session plan.
Brow specialists collect patch test history, allergy to dyes, existing brow shape preferences, and natural hair color for tinting service safety and color selection.
Estheticians verify the absence of active acne, keratosis pilaris, and excessive facial hair growth that would contraindicate dermaplaning before booking a session.
Advanced estheticians or medical providers collect keloid history, active skin infections, current blood-thinning medications, and post-treatment downtime availability before collagen induction therapy.
Estheticians specializing in melanin-rich skin collect hyperpigmentation history, post-inflammatory response tendency, and product sensitivities to safely select appropriate treatments.
Skin therapists working with rosacea clients gather known triggers, current flare status, prescribed topicals, and experience with previous professional treatments before a calming facial.
Cosmetology schools collect informed consent for student-performed services, client skin details, and instructor supervision acknowledgment before student facial appointments.
Med spas collect recovery phase details, swelling or bruising status, and skin barrier condition after laser or injectable procedures to plan safe complementary facial services.
Click 'Use this template' to open the Esthetician Client Intake Form in formformform.
Customize the active ingredients checklist to reflect the products you commonly encounter and the treatments you offer.
Add any treatment-specific contraindications required by your licensing board or insurance policy.
Update the treatment goals checklist to match your service menu.
Include the form link in your appointment confirmation messages, asking clients to complete it at least 24 hours before their visit.
Review completed forms before each client's appointment to plan the appropriate treatment and product selection.
a client on tretinoin who didn't tell you may react badly to your glycolic acid peel. This question protects both of you.
these are the two most common contraindications estheticians miss. A client who answers 'Accutane' is a complete no for most exfoliating treatments.
Botox and filler clients should not receive facial massage or intense heat treatments in the injected areas for at least two weeks.
HSV-1 can be triggered by microdermabrasion, laser, and chemical peels. Knowing this in advance allows you to have an antiviral protocol ready.
product routines change, new medications are started, and skin conditions evolve. An annual re-intake keeps your records accurate.
clients using multiple actives at home may already have a compromised barrier. The intake form reveals this before you add another layer of exfoliation.
Active ingredients like retinoids, AHAs, and BHAs significantly affect how your skin responds to professional treatments. Knowing what you use at home helps your esthetician choose treatments that work with your routine — not against it — and avoids over-exfoliation or adverse reactions.
This form is focused on facial skin consultation. For full-body treatments, you'd want to add body-specific questions about the treatment area and adjust the skin concern checklist. The health and allergy sections transfer directly to body treatment intake as well.
Not necessarily every visit, but at least annually or whenever something significant changes — a new medication, a recent procedure, or a new skin concern. Many practices update client intake forms once per year.
Yes. Adding a file upload field lets clients attach bare-faced photos taken in natural light, which can help estheticians assess skin tone, texture, and hyperpigmentation before the consultation begins.
You should add a parent/guardian consent section for clients under 18, and note that a parent or guardian must be present for the appointment. Many states also require parental consent for facial treatments on minors.
Take appointment requests with date, time, service type, and reason.
Collect client goals, health history, and schedule to build a personalized training plan.
Collect patient info, medical history, and insurance before the appointment.
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Use this template