Spa Client Intake Form Template
Streamline Your Client Onboarding Experience with Our Template
Managing new clients at your spa can be a challenge if you lack the right tools. This spa client intake form template is designed to help you collect essential information easily, ensuring a smooth onboarding experience for both you and your clients. With this template, you can personalize client experiences, manage bookings more effectively, and comply with health regulations, all while allowing clients to fill out their information conveniently from any device. Explore the possibilities with our ready-to-use form today.
When to use this form
Use this intake before any new service or when a returning guest has health or skincare changes. It helps you gather health history, allergies, medications, and goals so you can tailor massages, facials, body treatments, or waxing and prevent reactions. Day spas, med spas, and solo estheticians use it to speed up check-in and deliver safer, more personal care. If you focus on skincare, pair it with the Facial intake form to capture routines and sensitivities. For peels or advanced services, add the Skincare facial consent form to set expectations and aftercare. The result: fewer surprises, better outcomes, and notes your team can rely on across visits.
Must Ask Spa Client Intake Questions
- Do you have any allergies or sensitivities (ingredients, fragrances, latex)?
This protects your client from reactions and lets you choose safe products and linens. It also guides patch tests and alternative options when needed.
- What medications, supplements, or topical products are you using?
Items like retinoids, Accutane, antibiotics, or blood thinners can change how skin or tissue responds. Knowing this helps you avoid contraindications and adjust treatment intensity.
- Are you pregnant, nursing, or managing any medical conditions?
Some techniques, essential oils, temperatures, and pressure levels require changes for safety. This question ensures you follow best practices while still delivering a relaxing, effective service.
- Have you had recent cosmetic procedures or spa treatments (peels, injections, waxing, laser)?
Timing matters; overlapping services can cause irritation or reduce results. This helps you plan intervals, protect the skin barrier, and coordinate with any provider instructions.
- What are your treatment goals and comfort preferences (areas to focus on or avoid, pressure level, heat tolerance)?
Clear goals help you choose techniques and measure success, while comfort notes prevent discomfort. If guests also book salon services, align notes with the Beauty salon client intake form for a seamless experience.
More Forms
- 100% Free - No Catches
- Collect Responses Today
- Tailor to your Look & Feel