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.
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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.
Use your own copy to change labels, remove questions and add the details you need. Try the preview alongside this guide to see what respondents will be asked.
Review the starting questions and choices. You can change them in your own copy.
Sofia Martinez
sofia@email.com
(555) 123-4567
e.g., natural dark brown with old highlights, about 3 inches of root growth
Describe the look you want — include color, length, or style goals.
Please describe any reactions you've had to previous hair products or treatments.
No preference, or name of preferred stylist
Suggested uses, and why this starting point can help. Adapt the questions to your own process.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Appointment Date” in particular and adapt it to the detail you need.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Hair Type” in particular and adapt it to the detail you need.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Hair Thickness” in particular and adapt it to the detail you need.
Colorists gather detailed color history, existing damage level, and desired lightness to plan safe bleach or dye formulations before the appointment.
Natural hair stylists document curl pattern, porosity, current protective style, and product preferences to tailor treatments for textured hair clients.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Describe Your Current Hair Color” in particular and adapt it to the detail you need.
Get a useful brief before the first conversation. Written context helps you assess fit, prepare questions and decide what to discuss next. Review “Services You Are Interested In” in particular and adapt it to the detail you need.
Click 'Use this template' to open the Salon Client Intake Form in your formformform account.
Update the services checklist to match your salon's actual menu offerings.
Customize the chemical treatments checklist if your salon specializes in specific services (e.g., Japanese straightening, color correction).
Add your salon's name and branding in the form header.
Share the form link in your appointment confirmation texts or emails so clients complete it 24–48 hours before their visit.
View completed forms in your dashboard before each day's appointments to prepare your stylists.
not the morning of. Clients need time to think through their hair history accurately.
timing matters enormously for color and chemical safety.
an allergic reaction in your chair is a medical and legal emergency. Don't treat this field as nice-to-have.
hair goals are notoriously hard to describe in words. A reference photo saves ten minutes of back-and-forth.
a stylist who reads the intake at home has time to research techniques or flag concerns, not scrambling at the start of a session.
this data tells you which marketing channels are bringing in new clients, so you can double down on what's working.
Colorists gather detailed color history, existing damage level, and desired lightness to plan safe bleach or dye formulations before the appointment.
Natural hair stylists document curl pattern, porosity, current protective style, and product preferences to tailor treatments for textured hair clients.
Wedding hair stylists collect inspiration photos, wedding date, veil and accessory details, and dress neckline to plan the perfect trial run.
Barbershops capture preferred fade length, beard grooming needs, product allergies, and styling preferences for first-time visitors.
Blow-dry bars collect hair type, scalp sensitivity, and preferred finish (voluminous, sleek, wavy) to deliver consistent results on every visit.
Stylists verify prior chemical services, assess suitability for keratin or Brazilian blowout, and document expected result and client expectations.
Lash artists collect eye sensitivity, allergy history, contact lens use, and desired lash style (classic, hybrid, volume) before the first application.
Extension specialists document natural hair length, desired length and color, budget range, and maintenance commitment level for extensions fitting.
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.
Trichologists and scalp specialists collect scalp condition details (dandruff, psoriasis, thinning areas), current product use, and treatment history before a scalp analysis.
Perm specialists document hair porosity, previous relaxer or color history, desired curl size, and scalp sensitivity to select the right perm solution.
Clinics and salons specializing in hair restoration collect pattern loss details, family history, current medications, and prior treatments for thinning or balding clients.
Mobile stylists visiting clients at home collect location details, parking availability, desired service, and time constraints for on-site appointment preparation.
Cosmetology schools collect model consent, desired service, hair condition assessment, and instructor supervision acknowledgment for student-client clinic appointments.
Color correction specialists document the full chemical timeline, current shade, target shade, and client expectations to assess feasibility and time requirements.
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.
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.
You can add a file upload field in formformform so clients can attach inspiration photos or current hair photos directly to their intake submission.
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.
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.
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Free for non-commercial projects, with unlimited forms and responses.
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