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Beauty Consultation Form Template

Create a Seamless Beauty Consultation Experience for Your Clients

Are you struggling to gather the right information from your beauty clients? This beauty consultation form template is designed for beauty professionals who want to streamline their client onboarding and ensure personalized service. By using this template, you can easily collect essential details about skin type, preferences, and desired outcomes, improve client satisfaction, save time during consultations, and build a loyal customer base. Experience the ease of creating a personalized client experience today!

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Full name
Email address
Phone number
Preferred contact method
Email
Phone call
Text message
WhatsApp
No preference
Best time to reach you
Morning
Afternoon
Evening
Anytime
What is your age group?
Under 18
18-24
25-34
35-44
45-54
55-64
65+
Consultation format preference
In person
Virtual video call
No preference
What are your primary concerns?
Please Specify:
How would you describe your skin type?
Normal
Dry
Oily
Combination
Sensitive
Not sure
Briefly describe your current routine or products you use
Have you had any reactions to products or treatments?
Yes
No
Not sure
Do you have any allergies or ingredient sensitivities?
Please Specify:
Are you currently pregnant or nursing?
Yes
No
Prefer not to say
Do you have any medical skin conditions currently managed by a professional?
Please Specify:
Are you using medications or recent treatments that may affect your skin or hair?
Yes
No
Not sure
What is your top goal for this consultation?
How involved a routine do you prefer?
Minimal 1-2 steps
Simple 3-4 steps
Moderate 5-6 steps
Comprehensive 7+ steps
Not sure
What is your budget range for products or services?
Under $50
$50-$100
$100-$200
$200-$500
$500+
Not sure
How soon would you like to start?
Immediately
Within 2 weeks
Within 1 month
1-3 months
Just exploring
May we contact you about this request?
Yes
No
Would you like to receive occasional tips and offers?
Yes
No
Full name for signature
Date of signature
I acknowledge that this consultation provides general information and is not medical advice
Strongly disagree
Disagree
Neither
Agree
Strongly agree
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Paper art illustration showcasing a beauty consultation form template design and layout

When to use this form

Use this form before any service that needs a tailored plan and a safety check. It suits new clients, clients returning after a long gap, or anyone changing their look. Common moments: first facial, corrective color, pre-event styling, or switching routines for a new season. You collect goals, history, allergies, and budget so you can recommend the right services and products. For full onboarding, pair it with a Beauty salon client intake form. If the visit focuses on skin, see the Skin care consultation form; for color services, start with the Hair color consultation form. You leave with clear expectations and notes you can reference at every visit.

Must Ask Beauty Consultation Questions

  1. What are your top goals for today's visit?

    This aligns your plan with what matters most, like brighter skin, fuller lashes, or a softer grow-out. Clear goals help you set scope, pick services, and measure success.

  2. Do you have any allergies, sensitivities, or past reactions to products or treatments?

    This protects clients and reduces the risk of irritation or injury. It also supports informed consent on your Hair salon waiver form.

  3. What services or chemical treatments have you had in the last 12 months, and what were the results?

    Recent history reveals compatibility issues and limits, especially for peels, bleaching, or keratin. You avoid overprocessing and choose safer alternatives.

  4. What is your current daily routine and products for your skin and hair?

    Knowing products and habits prevents ingredient conflicts and helps you build a routine clients will follow. For focused skin questions, pair this with a Skin check form.

  5. What is your timeline and budget for reaching your desired look?

    Time and budget shape your plan, from a single visit to a phased series. This sets expectations and reduces rework or refunds.

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