Client intakeBeauty salons & spas

Beauty treatment consultation form

Before a facial, peel or laser session, a short consultation saves time in the treatment room. This form asks which treatment the client is interested in, how they'd describe their skin, what they want to improve and whether there are sensitivities or recent treatments to consider — and nothing more. A consent checkbox records that the client agrees to you storing what they've shared.

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Opens as an editable form in your dashboard. If you're not signed in yet, you'll sign in or create an account first.

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Try the fields: this preview doesn't send or store anything. The form you create works the same way and emails each submission to you.

What's in this template

Every field can be renamed, reordered, made optional or removed in the form builder.

  • Full nameShort answer · Required
  • EmailEmail · Required
  • Phone numberPhone · Required
  • Treatment you're interested inDropdown · Required
  • How would you describe your skin?Single choice · Required
  • What would you like to improve? (optional)Multiple choice · Optional
  • Allergies or skin sensitivities we should know about (optional)Long answer · Optional
  • Skin treatments in the last three months (optional)Long answer · Optional
  • ConsentCheckbox · Required

How to use this template

  1. Open it in your dashboardSelect “Use this template”. If you don't have an account yet, sign up first; the form opens right after.

  2. Make it yoursChange the questions, options, colours and the thank-you message in the form builder, then save.

  3. Share it and get submissionsShare the form's link or link to it from your website. Each submission is emailed to you and saved in your dashboard.

Tips for this form

  • Send the form link with the appointment confirmation so clients fill it in before they arrive.
  • Only add health questions your practitioners actually use, and keep the sensitive ones optional where you can.
  • Add a short paragraph above the consent checkbox with a link to your privacy notice.
  • Use the treatment list to steer new clients: replace the options with the treatments you offer most.

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Questions about this template

Why does the form ask about sensitivities?

Some treatments aren't suitable for every skin, so practitioners usually want to know about allergies and recent treatments in advance. The questions are optional and you can remove or reword them in the builder.

What does the consent checkbox say?

It asks the client to agree that the details they've shared, including health information, are stored and used to prepare for the appointment. Adjust the wording to your own practice and privacy notice.

Can clients fill it in on their phone?

Yes. Forms adapt to small screens, and clients can open the link from a message or email without an account.

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Start with this form, change anything later

The template opens in the form builder, where you can edit every question and choose who receives the submissions.