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Spa Consultation Form Template

Effortlessly capture client needs with this spa consultation template

Struggling to gather essential information from your spa clients? This Spa Consultation Form Template is designed for spa and salon owners like you to streamline the intake process. Effectively collect preferences, track client history, and ensure a tailored experience, all while saving time and enhancing customer satisfaction. Plus, it features WCAG-aligned labels for accessibility. Start customizing your live template today!

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Full name
Date of birth
Email address
Mobile phone
Preferred contact method
Phone call
Text message
Email
Any
How did you hear about us?
Friend or family
Online search
Social media
Walk-in
Event
Healthcare/professional referral
Other
Please Specify:
What are your primary goals for this visit?
Which services are you interested in?
Please Specify:
Are there areas you would like us to focus on?
Preferred pressure for massage/bodywork
Very light
Light
Medium
Firm
Deep
Not applicable
What skin concerns would you like to address?
Do you have any of the following conditions?
Do you have any allergies or sensitivities?
Please Specify:
Are you currently taking any of the following?
Are there any areas we should avoid or anything else we should know for your safety?
Have you had any of the following recently? (past 2 weeks)
Preferred appointment date
Preferred day and time
Weekday morning
Weekday afternoon
Weekday evening
Weekend
Any
Preferred session duration
30 minutes
45 minutes
60 minutes
75 minutes
90 minutes
Not sure
I confirm that the information provided is accurate to the best of my knowledge.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I understand that spa services are non-medical and do not replace medical care.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I consent to receive appointment reminders and updates via my selected contact method(s).
Yes
No
Emergency contact name
Emergency contact phone
Name for acknowledgment (type your full name)
Date signed
I would like to receive promotions and wellness tips.
Yes
No
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Paper art illustration depicting a spa consultation form for a FormCreatorAI article.

When to use this form

Use this form before any new client visit or when a client tries a new service. It captures health history, allergies, and goals so you can tailor treatments and avoid reactions. It is ideal for facials, peels, microdermabrasion, and body services. Multi-service clinics can pair it with the Botox & filler consent form for injectables, and the Massage therapy consent form for massage sessions. If you provide sculpting services, direct those clients to the Body contouring consultation form . The outcome: clear expectations, safer choices, and a confident plan for the first appointment.

Must Ask Spa Consultation Questions

  1. What brings you in today, and what results are you hoping to see?

    This focuses the visit and helps you set realistic expectations. You can choose the right service and explain what will happen and what results are likely.

  2. Do you have any allergies, sensitivities, or past reactions to skincare, fragrance, or latex?

    Knowing triggers helps you avoid ingredients and tools that could cause a reaction. You can select safer products and adjust pressure, temperature, or technique.

  3. What medications, supplements, or recent cosmetic treatments have you had in the last 6 months?

    Some drugs and procedures affect healing, bruising, and sensitivity. This lets you time services safely, avoid contraindications, and modify intensity.

  4. Are you pregnant, nursing, or managing any medical conditions we should consider?

    Certain modalities and ingredients are not appropriate in these cases. You can substitute gentle options and give clear guidance for home care.

  5. What is your current skincare routine, including products and how often you exfoliate or use retinoids?

    This prevents over-exfoliation and conflicts with actives. It also reveals gaps you can address with simple, effective recommendations.

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