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Hair Salon New Client Form Template

Streamline Your Client Onboarding with Ease

Are you tired of chaotic client intake processes at your salon? This Hair Salon New Client Form template is designed for salon owners like you who want to simplify onboarding and enhance the customer experience. By using this digital form, you can quickly collect vital information, manage client preferences, and ensure a seamless appointment setup, all while contributing to a paperless environment. Impress your clients from the first visit and make the intake process hassle-free-explore the live template and see how easy it can be!

Full name
Email address
Mobile phone number
Preferred contact method
Phone call
Text/SMS
Email
No preference
How did you hear about us?
Friend or family referral
Social media
Google/search
Walk-in/passing by
Online review site
Other
Please Specify:
Preferred appointment times
Weekdays
Weekends
Mornings
Afternoons
Evenings
No preference
Which services are you interested in today?
Please Specify:
Current hair length
Very short (above ears)
Short (ear to chin)
Medium (chin to shoulder)
Long (shoulder to mid-back)
Very long (mid-back or longer)
Natural curl pattern
Straight
Wavy
Curly
Coily
Not sure
Your primary hair goals
Scalp condition (select all that apply)
Healthy/normal
Dry/flaky
Oily
Itchy/sensitive
Psoriasis/eczema
Dandruff
None of the above
Other
Please Specify:
Current hair concerns (select all that apply)
Date of your last color or chemical service
Are you currently wearing hair extensions or wigs?
Yes
No
Have you ever used box color at home?
Yes
No
Treatments in the last 12 months (select all that apply)
Allergies or sensitivities (select all that apply)
Please Specify:
Have you ever had an adverse reaction to hair color or salon products?
Yes
No
Are you pregnant or nursing?
Yes
No
Prefer not to say
Any medical conditions we should consider?
Are you taking any medications that may affect your hair or scalp?
Yes
No
Not sure
Prefer not to say
Sensory or accessibility accommodations (select all that apply)
Please Specify:
Photo/video consent for portfolio or social media
Yes, face visible
Yes, hair only (no face)
No
May we send appointment reminders and updates?
Yes, SMS
Yes, email
Yes, both
No
Join our mailing list for offers and tips
Yes
No
I have read and acknowledge the salon cancellation and no-show policy
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Patch/strand test consent for chemical services
I consent to recommended patch/strand tests
I do not consent
I will decide after consultation
Signature - type your full name
Signature date
I understand results can vary and aftercare is my responsibility
Strongly disagree
Disagree
Neither
Agree
Strongly agree
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Paper art illustration depicting a hair salon new client form design for FormCreatorAI article

When to use this form

Use this template for first-time guests booking cuts, color, or chemical services. Collect contact details, hair history, and goals before they arrive. It helps you spot red flags, estimate timing, and set clear expectations. Use it when a client requests a big change, like going from dark box dye to blonde, or when you need to plan a corrective color. If you offer remote pre-visit screening, pair it with the Digital consultation form to review photos. For in-depth service planning, you can also reference the Hair consultation form during the appointment. Salons that offer makeup or skin services can link results to a Beauty consultation form to keep client profiles consistent across departments.

Must Ask Hair Salon New Client Questions

  1. What chemical services and color have you had in the last 24 months?

    Past bleach, box dye, keratin, or perms affect formula and timing. This helps you protect hair integrity and price the service accurately.

  2. What is your hair goal for this visit, and how often can you maintain it?

    Your maintenance window guides technique (e.g., lived-in vs. high-touchup looks). You set a plan that fits lifestyle, upkeep, and future bookings.

  3. Do you have any allergies, sensitivities, or scalp conditions?

    Safety comes first, from patch tests to product choices. If you also book makeup or skin services, align notes with the Beauty consultation form to keep contraindications in one place.

  4. Describe your natural texture, density, and current length.

    This information determines sectioning, product load, and timing. It helps you choose the right cut, color placement, and finish.

  5. What are your preferred appointment times and budget range?

    Clear availability and budget improve scheduling and reduce back-and-forth. You set expectations up front and avoid surprises at checkout.

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