Esthetician Client Intake Form
Give your esthetics clients the best possible start at your practice with our esthetician client intake form.
Fact Checked by RJ Gumban.
What is an Esthetician Client Intake Form?
When your new client arrives at your clinic, you hand them a client intake form to complete before you begin the session. This Esthetician Client Intake Form is a document that asks all the questions your new clients need to answer to give you a good understanding of their medical and skincare history and any considerations you need to consider for their cosmetic or skin treatment.
Client intake forms are essential tools professionals like estheticians and massage therapists use to gather important information on their clients before they begin treatments. These details help professionals design personalized services that address clients' needs. The information gained from this form is crucial for ensuring client's safety and the efficacy of their treatments with you.
Esthetician Client Intake Form Template
Esthetician Client Intake Form Example
How to use this Esthetician Client Intake Form template
To fill in this form, your clients must follow these simple steps.
Step 1: Download the esthetician intake form
The first step is to download the Esthetician Client Intake Form. After that, collect your client's personal details and instruct them to enter data into the form fields. This includes contact details like their name, contact phone number, email, and address, as well as an emergency contact name and phone number.
Step 2: Fill in the applicable medical history questions
The medical history section is essential for determining medical considerations you must consider before you treat your client. Not every question will apply to every client, so if they have no past medical conditions or are not using any medications, they can write "none" or "N/A."
Step 3: Complete the skin care history section
There are a few questions here relevant to past treatments so you understand the condition of their skin and what treatments, if any, they have had recently. There is also space for your client to write about the concerns about their skin that brought them to see you today.
Step 4: Read the client agreement and sign
The client agreement is brief and indicates that the information provided is accurate and they have not withheld anything relevant from you.
When should you use this printable Esthetician Client Intake Form PDF?
This Esthetician Client Intake Form is designed for practicing estheticians to provide to their new clients. The specialties of the professionals using this template could include:
- Microneedling
- Waxing
- Skincare
- Facials
- Microdermabrasion
- Laser hair removal
- Lashes and brows
Additionally, esthetic trainees or assistants may use this template if they are involved in the intake process at their practice.
Benefits of Esthetician Client Intake Forms PDF
Using Esthetician Client Intake Forms in PDF format can significantly enhance your practice. Here are the specific benefits:
Ensures confidentiality of intake forms
This form has the advantage of being completely digital. Keeping your records digital ensures secure storage and accessibility. This is crucial for your client intake forms, which contain sensitive medical information that you legally must store securely.
Promotes equal treatment for all clients
Giving every client the same intake interview template ensures everyone has the same opportunity to share their confidential and sensitive medical information.
Saves time on intake interviews
Our template does the interview work for you with a clear structure, simple format, and spaces for important information. To maximize your time with your client, you can digitally send them this intake form and have them complete it before their first session.
Eliminates reliance on memory
With our client intake form template, you won't worry about forgetting to ask an important question again.
Addresses client's concerns effectively
Our template includes a dedicated space for your client to write about their main concerns and challenges with their skin. As their esthetician, you can ensure you address their concerns in your treatment and prioritize what they consider most important. This will ultimately improve client satisfaction, which is a big part of building a loyal clientele.
Commonly asked questions
The intake form is designed to be completed before your client's first session with you. You can send it to your client before their first appointment to maximize time during your session or have them complete it on the day of their first appointment so you can answer any questions they might have. Ensure if you are sending the document that your data transfer processes for your client intake form are secure, for example, by using secure practice management software to share your forms.
The primary purpose of this form is to gather information on your client's medical and skincare history to ensure the safety and efficacy of their treatment process.
Your client will fill out this intake form, and we have left space for them to elaborate or explain several of their answers. While the answers in this intake form should be kept precise and to the point, if your client is unsure if a piece of information will be relevant for their treatment, encourage them to include it anyway. You should know the allergy or procedure they underwent than for them to assume it won't be relevant.
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