Esthetician Client Intake Form Template
Know your client's skin and health history before they sit down in your treatment chair.
Every skin treatment decision you make depends on information your client hasn't told you yet. Current medications that cause photosensitivity, a recent chemical peel, an allergy to an ingredient in your go-to product — without a thorough intake, those facts surface at the worst possible time.
A pre-appointment intake form collects what you need before the client arrives. Typeform's esthetician client intake template covers skin type, concerns, current product routine, medical history relevant to treatments, and any contraindications. Conditional logic follows up on disclosures that need more detail — if a client indicates they've recently had a procedure, the form asks what type and when. By the time they're in your chair, you've already reviewed their profile and can move straight into the treatment plan. The form can be sent with the appointment confirmation and completed from any device.
Add your treatment menu, consent language, and branding. Clients complete it at their convenience before they arrive.
An esthetician client intake form is a pre-appointment questionnaire that captures a client's skin history, health background, current skincare routine, and any conditions or contraindications relevant to their treatment. It gives the esthetician the information needed to plan a safe, effective service.
It's both a safety measure and a service enhancer. Knowing contraindications before you begin protects your clients from adverse reactions and protects you from liability. It also lets you walk into the treatment with a plan tailored to that specific client rather than starting from scratch in the room.
An esthetician intake form typically covers:
- Skin type and primary concerns
- Current skincare products and routine
- Known allergies or sensitivities to ingredients
- Current medications (especially retinoids, antibiotics, or blood thinners)
- Recent procedures (chemical peels, laser, injectables, etc.)
- Medical conditions that affect skin or treatment safety
- What they're hoping to achieve from the treatment
New clients should complete a full intake before their first appointment. For returning clients, a brief check-in before each visit — asking about any new medications, procedures, or skin changes since their last appointment — is more practical than re-doing the full form every time. Annual full-form updates are common in many practices.
Client health information should be stored in a system that limits access to authorized staff and protects the data from unauthorized access. Make sure your form platform encrypts data in transit and at rest, and that your data storage practices comply with any applicable health information privacy laws in your jurisdiction.
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