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Beauty Salon Client Intake Form Template

Streamline Your Client Onboarding Process with This Template

Are you struggling to gather vital information from new clients at your beauty salon? This template is designed to help you efficiently collect client details, ensuring a smooth onboarding experience. With features tailored for beauty professionals, you can capture essential data like contact information, service preferences, and allergies, improve client communication, maintain accurate records, and enhance overall client satisfaction. Start using this user-friendly template today and watch your intake process transform.

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Full name
Date of birth
Phone number
Email address
Gender
Woman
Man
Non-binary
Prefer to self-describe
Prefer not to say
Preferred contact method
Phone call
Text message
Email
No preference
How did you hear about us?
Friend or family referral
Social media
Online search
Walk-in/passing by
Event or promotion
Other
Please Specify:
Emergency contact full name
Relationship to you
Emergency contact phone
Please list any medical conditions or health concerns we should be aware of (optional)
Allergies and sensitivities (select all that apply)
Please Specify:
Skin conditions or concerns (select all that apply)
Please Specify:
Are you pregnant or nursing?
Pregnant
Nursing
No
Prefer not to say
Do you have any implanted medical devices?
No
Pacemaker
Metal implants
Not sure
Other
Please Specify:
Current medications that may affect services (select all that apply)
None
Accutane or isotretinoin (past 12 months)
Antibiotics
Blood thinners
Retin-A or tretinoin
Steroids (oral or topical)
Photosensitizing medication
Not sure
Other
Please Specify:
Have you ever experienced an adverse reaction to beauty products or services?
Yes
No
If yes, please describe the reaction (optional)
Have you had a patch test with us in the past 12 months for color/tint services?
Yes
No
Which services are you interested in today? (select all that apply)
Please Specify:
When was your last professional salon or beauty service?
Less than 1 month ago
1-3 months ago
4-6 months ago
More than 6 months ago
First time
Natural hair texture
Straight
Wavy
Curly
Coily
Prefer not to say
Not applicable
Have you used box dye or henna in the past 12 months?
Yes
No
Not sure
Not applicable
Please describe your goals or concerns for today's visit (optional)
How sensitive is your skin?
Very sensitive
Somewhat sensitive
Not sensitive
Not sure
Not applicable
I have read and agree to the salon policies, including appointment, health, and cancellation terms.
Yes
No
Photo consent preference
Yes, photos may be used for marketing
Yes, photos for internal records only
No
Type your full legal name as signature
Date
I understand results can vary and I release the salon and providers from liability for undisclosed conditions.
Yes
No
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Paper art illustration related to beauty salon client intake form template for FormCreatorAI article

When to use this form

Use this intake form before a first visit, after a long lapse, or ahead of major changes like color correction, keratin, or extensions. It helps front desk, stylists, and spa staff collect contact details, hair history, allergies, and goals in one place, so you can plan safely and set clear expectations. Pair it with the Hairdressing consultation form for deeper service planning and patch test notes. If you also offer facials or waxing, add the Spa consent form to capture treatment-specific risks and aftercare. The result: faster check-in, fewer surprises at the chair, and a personalized plan your client understands and approves.

Must Ask Beauty Salon Client Intake Questions

  1. What hair goals do you want to achieve today and over the next 3-6 months?

    Your answer shapes a realistic service plan and maintenance schedule. It helps align time, budget, and expectations before we start.

  2. What chemical or color services have you had in the last 12-18 months (bleach, box dye, henna, perm, keratin)?

    Recent treatments affect formulas, processing time, and results. Sharing this prevents banding, breakage, or unwanted reactions.

  3. Do you have any allergies, sensitivities, or scalp/skin conditions we should know about?

    This keeps you safe by guiding product choices and patch tests. It also documents precautions for future visits.

  4. How do you normally style your hair, and which products or tools do you use at home?

    We tailor cuts, color, and care to fit your routine. This leads to styles you can maintain and improves aftercare results.

  5. Do you consent to our policies, patch testing when needed, and the use of your information and photos for service records?

    Clear consent protects you and the business and speeds up check-in. For signatures and policy language, use the Client intake consent form.

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