Salon first visit consultation and patch test consent form

A new client's first visit goes better when you know a few things before they sit down: what they're coming in for, whether they've ever had an allergy to dye or skin products, and whether a patch test is due. This form asks exactly that and nothing more. Allergies are a yes, no or not sure with an optional short note, not a medical questionnaire. The client chooses whether you should book a patch test, agrees that a dye treatment may be moved if the test hasn't been done, and confirms with their typed name and the date.

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

This template is a starting point, not legal advice. Check the questions, the consent text and how long you keep the answers against the data protection rules that apply to your practice.

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What's in this template

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

  • What are you coming in for?Checkbox · Required
  • What would you like to achieve? (optional)Long answer · Optional
  • Are you 18 or older?Single choice · Required
  • Do you have any known allergies to hair dye, cosmetics or skin products?Single choice · Required
  • If yes, a short note (optional)Short answer · Optional
  • Patch testSingle choice · Required
  • Patch test agreementCheckbox · Required
  • Full nameShort answer · Required
  • Phone numberPhone · Optional
  • EmailEmail · Optional
  • Type your full name to confirm your answersShort answer · Required
  • DateDate · Required
  • 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 link with the booking confirmation for every new client, so the answers are there before the first appointment.
  • When someone answers yes or not sure, call them before the visit rather than reading the note out at the desk.
  • Follow your product brand's instructions on patch tests and book the test as a short appointment of its own.
  • Ask regulars to fill the form in again when they start a new dye treatment or something about their allergies has changed.

Running a business like this? See how Zotview sets up the website, booking and forms for Beauty salons.

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Questions about this template

Why are allergies only a yes or no?

Because a salon needs to know whether to take extra care, not a medical history. A short optional note is enough to start the conversation; anything more is better discussed in person.

Does the form replace the patch test?

No. It records whether the client has had one and that they understand a dye treatment may wait for it. The test itself follows your product's instructions.

Why is there a consent checkbox at the end?

An allergy answer is health information. The required checkbox records that the client agrees to it being stored and used to prepare their appointment, separately from their typed name.

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