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Client Intake Consent Form Template

Efficiently streamline client onboarding and consent

Are you struggling to manage client information efficiently? This client intake consent form template helps you collect essential details and ensure clear communication with your clients. Designed for salons and estheticians, this template promotes a smooth onboarding process, guarantees informed consent, and enhances client trust while being WCAG-aligned for accessibility. Effortlessly build client profiles, streamline services, and protect your business legally by utilizing this ready-made template. Explore how you can simplify your client intake process with ease.

Use this Template (FREE) Live Preview
Full legal name
Date of birth
Email
Phone number
Preferred contact method
Email
Phone call
Text message (SMS)
Video call
Postal mail
No preference
Is it okay to leave a voicemail or detailed message at this number?
Yes
No
Mailing address
If you selected 'Prefer to self-describe', please specify (optional)
Pronouns (optional)
Gender
Woman
Man
Non-binary
Prefer to self-describe
Prefer not to say
Emergency contact full name
Relationship to you
Emergency contact phone
Emergency contact email (optional)
Briefly describe your primary reason or goals for seeking our services
How did you hear about us?
Referral from a person or organization
Search engine
Social media
Online advertisement
Event or workshop
Existing client
Prefer not to say
Other
Please Specify:
If 'Other', please specify (optional)
Accessibility or accommodations needed (optional)
Relevant medical conditions, medications, or allergies we should be aware of (optional)
Preferred availability (select all that apply)
Weekday mornings
Weekday afternoons
Weekday evenings
Weekends
No preference
Are you completing this form as a parent/guardian for a minor?
Yes
No
Parent/guardian full name (if applicable)
I consent to receive the services provided by the organization.
Yes
No
I have read and acknowledge the Privacy Notice and Terms of Service.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I consent to the processing and secure storage of my data for the purpose of providing services.
Yes
No
I consent to receive appointment reminders and service-related messages by email or SMS.
Yes
No
I would like to receive occasional marketing communications (optional).
Yes
No
You may contact my emergency contact if needed for health or safety reasons.
Yes
No
If applicable, I consent to remote or virtual sessions using secure platforms.
Yes
No
I have reviewed and acknowledge the cancellation and no-show policy.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I grant permission for de-identified testimonials or images to be used for marketing (optional).
Yes
No
Type your full legal name as your signature
Signature date
I certify that the information provided is true and complete to the best of my knowledge.
True
False
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paper art illustration depicting a client intake consent form for FormCreatorAI article

When to use this form

Use this intake consent form before you start any new service or when a client's details change. It works as a salon consent form for salons and spas, and for tattoo studios, wellness providers, and freelancers offering virtual sessions. Gather permission for treatment risks, data use, photos, and contacting the client, while noting health limits or minors. For skin services, pair it with the Skin care consultation form to capture sensitivities and routines. For body art, add the Tattoo consultation form to log placement, style, and aftercare planning. You get clear expectations, safer decisions, and written proof that protects your business and helps you deliver the right service.

Must Ask Client Intake Consent Questions

  1. Do you understand the service, its risks, benefits, and aftercare, and do you consent to proceed?

    This confirms informed consent so you can document that the client knows what to expect. If you review details remotely, the Digital consultation form helps you collect context before consent.

  2. What medical conditions, allergies, or medications should we consider before providing services?

    This flags contraindications (for example: pregnancy, retinoids, blood thinners, latex, lidocaine) so you can adapt or postpone service. It protects client safety and reduces liability.

  3. How may we contact you, and do you consent to our storing your data for scheduling, reminders, and follow-up?

    This sets contact channels and privacy expectations, which supports compliance and trust. It also reduces no-shows by enabling reminders with clear permission.

  4. Do you authorize before-and-after photos or videos, and how may we use them (portfolio, social, internal only)?

    Clear media consent avoids misuse and guides where you can share results. For style-focused work, pair with the Fashion consultation form to record look preferences alongside media consent.

  5. If the client is under the age of consent, are you the legal parent or guardian and do you grant permission for the service today?

    This secures required authorization, signature, and ID before any work begins. It keeps you compliant and protects minors.

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