Spa Consultation Form Template
Understand what your client wants before they arrive. Capture treatment preferences, skin concerns, health considerations, and lifestyle factors — so every spa visit is tailored to the individual.
A great spa experience starts before the client walks in. When you know their skin type, their concerns, their preferred pressure and product sensitivities, and what they're hoping to achieve, you can plan the right treatments and greet them with a personalized experience rather than starting from scratch in the treatment room.
This template covers the client's personal details, reason for visiting, skin type and concerns, treatment history and results, current skincare routine, known allergies or sensitivities, health conditions relevant to treatment, preferred pressure and temperature, stress and lifestyle factors that affect skin health, and what outcome they're hoping for. A notes field gives the therapist space for observations from the initial consultation.
Day spas, resort spas, medical spas, and beauty therapists use consultation forms before new client appointments and at the start of treatment programs. Send via email before the appointment so the therapist can review and plan. Store alongside the client's treatment record to track progress over time and tailor future recommendations.
Yes — send the link by email or SMS. Clients complete it thoughtfully rather than rushing through a paper form in the reception area.
A short check-in form at each visit captures any changes since the last appointment. Reserve the full consultation for new clients and program starts.
Pregnancy, high blood pressure, skin conditions, recent surgery, and photosensitizing medications are the most common. List them explicitly so clients know what to disclose.
Yes — reference skin type, concerns, and current routine data when making retail recommendations. Connect to your POS system via integration to track what clients purchase after consultations.
Control workspace access so only the client's assigned therapist and relevant management can view their consultation data.
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