Beauty treatment consultation form
Collect skin type, goals and known sensitivities before a facial, peel or laser appointment.
Form templates
Client intake forms
An intake form gathers what you need to know before the first appointment or project starts, so the first meeting can begin with the work rather than the paperwork. These templates cover new patients, physiotherapy, beauty treatments and new agency or consulting clients, each with a consent checkbox.
10 templates
Hair colour consultation form
Know a client's hair history, the result they want and any past reactions before the colour appointment.
Massage intake form
Learn the treatment, pressure, focus areas and health points that matter before a massage begins.
New patient registration form
Register new patients before their first visit with contact details, date of birth, insurance and reason for visit.
Physiotherapy intake form
Find out where it hurts, for how long and whether there's a referral before the first physiotherapy session.
Medical history form
Collect regular medicines, allergies, key conditions and past operations before the appointment, with only optional health questions.
Hair transplant and dental treatment pre-consultation form
International patients send the treatment they're interested in, where they travel from and when, before a first call with your clinic.
Dental treatment consent form
Patients confirm after the conversation with their dentist that the treatment and its alternatives were explained and their questions answered.
Vet new patient registration form
Register a new pet before the first visit with the owner's contact details, species, breed, age, vaccination and microchip status.
Client onboarding questionnaire
Gather a new client's offer, goals, audience and brand materials before the kickoff meeting.
Questions about this template
How much should an intake form ask?
Only what you need before the first meeting. The clinic templates, for example, leave a detailed history for the appointment itself, which keeps the form quick and limits the sensitive details you store.
Why is there a consent checkbox?
It records that the person agrees to their details being stored. Add a short note above it with a link to your privacy notice; for health details, check what your local data protection rules require.
When should clients fill it in?
Before they arrive. Send the link with the appointment confirmation so they can complete it on their phone.
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