Hair Salon Client Intake Form Template
Streamline Your Client Onboarding Process with This Essential Template
Gathering accurate information from new clients can be a hassle, but it doesn't have to be. This Hair Salon Client Intake Form Template is designed to help salon owners and cosmetologists capture essential details about clients efficiently. By using this template, you can streamline intake processes, enhance customer satisfaction, and build a personalized client experience, all while ensuring compliance with your salon's policies. Enjoy easy appointment tracking, a comprehensive overview of client preferences, and the peace of mind that comes with organized documentation. Explore the live template to get started today.
When to use this form
Use this intake before a first visit, any color correction or lightening, relaxers or perms, smoothing treatments, extensions, or when a client returns after major hair changes. It captures hair history, allergies, medications that affect hair, and style goals so you can prevent reactions, set timing, and price accurately. Ask clients to complete it before the appointment to cut consult time and avoid re-dos. In salon-spa settings, pair it with the Spa consultation form for combined visits and attach the Spa consent form for services that require written consent. The result: safer services, clear expectations, and notes you can reuse on future visits.
Must Ask Hair Salon Client Intake Questions
- What chemical services have you had in the last 12 months (salon or at home)?
This reveals prior color, bleach, keratin, perms, or relaxers that can react with new formulas. It lets you plan strand tests, adjust processing, or decline unsafe requests.
- Do you have any allergies, sensitivities, or scalp conditions we should know about?
You can avoid triggering ingredients, choose gentle products, and decide if a patch test is needed. If a guest also books a facial, align notes with the Skincare facial consent form to keep records consistent.
- What result are you after today, and how often can you maintain it?
Clear goals plus maintenance frequency and budget help you recommend the right service path. You set realistic outcomes and home care, which reduces refunds and re-dos.
- What is your natural hair type and current condition?
Texture, density, porosity, and length guide timing, product choice, and technique. You deliver better results and protect hair integrity.
- Do you consent to chemical services, photos for your file, and follow-up messages?
Written consent protects you and clarifies boundaries for communication and image use. It also creates a record if questions arise after the visit.
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