Optimize your client intake process with a professional esthetician client intake form.
When you're running a busy skincare center or spa, it's easy to get caught up in the day-to-day hustle and overlook the importance of a thorough client intake process.
Taking the time to gather essential information about your clients can make all the difference in providing top-notch services and building lasting relationships.
That's where a well-crafted intake form comes in. Not only does it help you streamline consultations and create better treatment plans - it demonstrates your commitment to client safety and satisfaction.
To sum up the key benefits of an intake form for estheticians:
A good esthetics client intake form should ask the client the right questions to cover all the important information without being too long or complicated.
It's about finding the sweet spot between getting the info you need, without overwhelming the client with too many questions or getting too technical.
At the end of the day, a thorough intake questionnaire is key to giving your clients the best possible skincare experience – one that's safe, effective, and tailored just for them.
Here's a look at the key sections and questions a comprehensive esthetician intake form template should include:
Emergency contact details
What is your skin type?
How does your skin heal?
Do you have Hyperpigmentation (darkening of the skin) or Hypopigmentation (lightening of the skin) or marks after physical trauma?
What are your specific challenges or concerns about your skin?
How do you take care of your skin at home?
How do you take care of your skin at work?
What beauty or cosmetic products are you currently using?
Have you had any skin treatments in the past 6 months? (Please give details)
Are you taking any medications related to cosmetic or skin improvement?
Do you have any of the following conditions? (list of relevant health conditions with checkboxes)
Have you undergone any surgeries?
Have you been under the care of a dermatologist or other physician in the past year?
Are you wearing contact lenses?
Do you have any allergies or sensitivities to any of the following? (Yes/No checkboxes with options like cosmetics, food, sunscreens, etc.)
Please list any allergies
Have you ever experienced any adverse reaction to past treatments on your skin?
Do you consume alcohol?
Do you consume caffeinated drinks?
Are you currently on any kind of diet?
Are you pregnant?
Are you trying or planning to be pregnant?
Are you taking any contraceptive pills?
Are you breastfeeding?
Have you had any recent tanning or sun exposure that changed the color of your skin?
Have you recently used any self-tanning lotions, creams or treatments?
Include a disclaimer with acknowledgement statement, and any relevant terms and conditions. Include a separate consent form if where necessary.
Provide space for the client to sign, agreeing to the terms and confirming the accuracy of the information provided.
Of course you can include other elements relevant to your particular clients and services.
Here are some best practices to make your intake form as effective as possible:
While online templates and pdfs can be a good starting point, be sure to tailor the questions to your needs and preferences, your typical clients, and the specific concerns you may be dealing with.
Even though it's important to gather all the necessary information, the intake form should be kept as concise and simple to complete as possible. Break it up into clear sections and use simple language, providing extra explanations where appropriate.
Wherever possible, use checkboxes or multiple choice options to keep answers standardized and easier for clients to fill out.
Include a section on confidentiality and make sure clients understand how their information will be used and protected.
Few things would be worse for your reputation than a client discovering that their sensitive information has been mishandled. Ensure your clients’ information is safe by only using secure digital forms and software.
Review and update your forms annually or as needed to stay up to date with changes in your services and keep improving on your intake process.
Crafting an esthetician consultation form or intake form from scratch can be time-consuming. And it's totally unnecessary when there are plenty of intake templates to choose from, like the one provided above.
At ClientManager , we're making it easier than ever to go paperless and streamline your client management and intake process.
Simply start with one of our built-in form templates and adapt it to your needs, workflow and branding.
With ClientManager's white label onboarding software you can:
At the end of the day, you'll have plenty more time to improve on personalized care and get to know your clients, rather than wasting time on admin!
Clients tell us they love the interface, user experience, and simplicity.
Here's to streamlining your onboarding process and making every client relationship count😊
