Salon Client Intake Form Template

Start every client relationship on the right foot. This salon intake form gathers hair type, current color and treatment history, desired services, and allergy information before your client sits in the chair — so your stylists arrive prepared, not guessing. Send the link when you confirm the appointment and save valuable consultation time.

Use this template

Last updated 21 August 2026

Fields in this template

Full Namerequired
Email Addressrequired
Phone Numberrequired
Appointment Date
Hair Typerequired
Straight · Wavy · Curly · Coily / Kinky
Hair Thicknessrequired
Fine · Medium · Thick / Coarse
Current Hair Lengthrequired
Short (above ears) · Short-medium (chin to shoulder) · Medium (shoulder to mid-back) · Long (past mid-back)
Current Chemical Treatments (select all that apply)required
Color / Highlights · Bleach · Relaxer / Keratin · Perm · No current treatments
Describe Your Current Hair Color
Services You Are Interested Inrequired
Haircut · Color / Highlights · Balayage · Blowout / Style · Keratin Treatment · Scalp Treatment · Other
What result are you hoping to achieve?required
Any known allergies or sensitivities?required
Ammonia · Peroxide · Fragrances · Latex · None known · Other — see notes below
Allergy or Sensitivity Notes
Stylist Preference (if any)
How Did You Hear About Us?
Google / Search · Instagram · Facebook · Friend or Family Referral · Walk-in · Yelp · Other

Who uses this template

Hair salons and barbershopsIndependent stylistsSalon suite rentersColor specialists and coloristsNatural hair stylistsBlow-dry barsBridal hair studios

About this template

A salon client intake form is the foundation of an exceptional hair appointment. When a new client walks through the door, a stylist's ability to deliver great results depends entirely on understanding the hair's history — what chemical treatments are currently on it, what damage may already exist, and what the client is hoping for. Without this information, stylists are flying blind, and clients often leave disappointed.

Sending a digital intake form when the appointment is booked solves this problem before the client arrives. Stylists can review the form, flag any concerns (like mixing bleach over a fresh relaxer), and plan the service accordingly. For color services especially, this pre-consultation workflow saves time, prevents hair damage, and builds client trust.

formformform makes this simple. You build the form once, get a shareable link, and send it automatically in your booking confirmation message. All responses are collected in your dashboard, searchable by client name, so you can pull up history for returning clients and build a genuine relationship over time.

15 form ideas you can build with this template

Hair Color Client Consultation Form

Colorists gather detailed color history, existing damage level, and desired lightness to plan safe bleach or dye formulations before the appointment.

Natural Hair Salon Intake Form

Natural hair stylists document curl pattern, porosity, current protective style, and product preferences to tailor treatments for textured hair clients.

Bridal Hair Trial Intake Form

Wedding hair stylists collect inspiration photos, wedding date, veil and accessory details, and dress neckline to plan the perfect trial run.

Barbershop New Client Intake

Barbershops capture preferred fade length, beard grooming needs, product allergies, and styling preferences for first-time visitors.

Blow-Dry Bar Client Preference Card

Blow-dry bars collect hair type, scalp sensitivity, and preferred finish (voluminous, sleek, wavy) to deliver consistent results on every visit.

Keratin Treatment Consultation Form

Stylists verify prior chemical services, assess suitability for keratin or Brazilian blowout, and document expected result and client expectations.

Lash Extension Client Intake Form

Lash artists collect eye sensitivity, allergy history, contact lens use, and desired lash style (classic, hybrid, volume) before the first application.

Wig and Extensions Consultation Form

Extension specialists document natural hair length, desired length and color, budget range, and maintenance commitment level for extensions fitting.

Kids Hair Salon Intake Form

Children's salons capture parent-provided details on hair texture, any sensory sensitivities, favorite styles, and whether the child has been to a salon before.

Scalp Treatment Consultation Form

Trichologists and scalp specialists collect scalp condition details (dandruff, psoriasis, thinning areas), current product use, and treatment history before a scalp analysis.

Permanent Wave Client Consultation

Perm specialists document hair porosity, previous relaxer or color history, desired curl size, and scalp sensitivity to select the right perm solution.

Hair Loss Consultation Intake Form

Clinics and salons specializing in hair restoration collect pattern loss details, family history, current medications, and prior treatments for thinning or balding clients.

Mobile Hairstylist Client Form

Mobile stylists visiting clients at home collect location details, parking availability, desired service, and time constraints for on-site appointment preparation.

Cosmetology School Model Intake Form

Cosmetology schools collect model consent, desired service, hair condition assessment, and instructor supervision acknowledgment for student-client clinic appointments.

Color Correction Consultation Form

Color correction specialists document the full chemical timeline, current shade, target shade, and client expectations to assess feasibility and time requirements.

What's included

Hair type, thickness, and length radio buttons

Current chemical treatment history checkboxes

Desired services and goals open field

Allergy and sensitivity checklist

Stylist preference field for multi-stylist salons

Referral source dropdown for marketing attribution

Send via link — clients complete before arriving

All responses stored in one searchable dashboard

How to create a salon client intake form

1
Click 'Use this template' to open the Salon Client Intake Form in your formformform account.
2
Update the services checklist to match your salon's actual menu offerings.
3
Customize the chemical treatments checklist if your salon specializes in specific services (e.g., Japanese straightening, color correction).
4
Add your salon's name and branding in the form header.
5
Share the form link in your appointment confirmation texts or emails so clients complete it 24–48 hours before their visit.
6
View completed forms in your dashboard before each day's appointments to prepare your stylists.

Best practices for your salon client intake form

Send the intake link the moment an appointment is booked

not the morning of. Clients need time to think through their hair history accurately.

Ask about the last time they had a chemical service, not just whether they've had one

timing matters enormously for color and chemical safety.

Make the allergy section required, not optional

an allergic reaction in your chair is a medical and legal emergency. Don't treat this field as nice-to-have.

Include a photo or inspiration image upload field

hair goals are notoriously hard to describe in words. A reference photo saves ten minutes of back-and-forth.

Review forms the evening before appointments

a stylist who reads the intake at home has time to research techniques or flag concerns, not scrambling at the start of a session.

Use the referral source field

this data tells you which marketing channels are bringing in new clients, so you can double down on what's working.

Frequently asked questions

When should I send the intake form to new clients?

Send it immediately when the appointment is confirmed — ideally 48 to 72 hours before the visit. This gives clients time to answer thoughtfully, and gives you time to review before the appointment.

Can I use this form for returning clients too?

Yes, though many salons send it only for new clients and rely on notes for returns. You could add a question asking 'Is this your first visit with us?' and use the form for annual re-intake with returning clients as well.

How do I add a photo upload field so clients can share reference images?

You can add a file upload field in formformform so clients can attach inspiration photos or current hair photos directly to their intake submission.

Can I embed this form on my salon booking page?

Yes. formformform generates an iframe embed code you can paste into any website — your Squarespace, Wix, or custom booking page — so clients see it as part of your site.

Is client information stored securely?

Yes. All form submissions are stored securely in your formformform account. You control who has access to your dashboard and can delete submissions at any time.