TemplatesSalon
salon client intake form
A salon intake form is mostly commercial and partly clinical, and the clinical part concentrates entirely on chemical services.
- 14-day trial
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- screening questions
- 7screening questions
- stop the appointment
- 5stop the appointment
- minutes to set up
- 10minutes to set up
- a month to start
- $8a month to start
Brow lamination consent
Full name
Date of birth
Email
Phone
Have you had a patch test at least 48 hours ago?
YesNo
No patch test
Why this form, specifically
It gets the maintenance commitment agreed before the colour, so week eleven is an expected root appointment rather than a complaint about the work.
Look before you download
The whole document, before you give us anything
Brow lamination consent
Your details
Full name
Date of birth
This is where your aftercare instructions go.
Phone
Health questions
Have you had a patch test at least 48 hours ago?
Have you ever reacted to hair dye, tint or PPD?
Do you have eczema, psoriasis, rosacea or active breakouts on this area?
This is the form you get
Not a sample, not a preview of a preview. Every question below is in your account ten minutes after you sign up, with the flags already set and the aftercare email already written.
- 14-day trial
- No card needed
- Set up in 10 minutes
- Cancel anytime
The 7 answers that should stop you
A salon intake form is mostly commercial and partly clinical, and the clinical part concentrates entirely on chemical services. The hair history section is where both halves meet, because what has been on the hair before decides both what is safe and what is achievable.
Do not treat
5WhyBoth the lamination lotion and the tint can cause delayed hypersensitivity.
What goes wrong if you treat anywayA facial reaction with no documented test, which is an uninsured claim.
What to doPatch test 48 hours ahead and record it with a timestamp.
The question that catches itHave you had a patch test at least 48 hours ago?
WhyBrow tint shares the PPD family with hair colour, and sensitisation is permanent.
What goes wrong if you treat anywayFacial swelling, and in rare cases anaphylaxis.
What to doLamination without tint may be possible. Tint is not.
The question that catches itHave you ever reacted to hair dye, tint or PPD?
WhyRe-processing already-processed hair strips it further with no growth to replace it.
What goes wrong if you treat anywayFrizzed, brittle, broken brow hairs that take months to grow back.
What to doSix to eight weeks minimum, and refuse politely when they ask for sooner.
The question that catches itWhen was your last brow lamination?
WhyLamination lotion on broken skin penetrates and stings badly.
What goes wrong if you treat anywayStinging that the client will remember, followed by a flare of the underlying condition in the most visible place on her face, lasting well past the six weeks the lamination does.
What to doPostpone until the skin is intact and calm.
The question that catches itDo you have eczema, psoriasis, rosacea or active breakouts on this area?
WhyVery dry, fragile skin plus a chemical process, with brow hair that is already more brittle.
What goes wrong if you treat anywaySkin that stings and stays red around the brow, and brow hairs that snap during processing because they were already brittle before the lotion went near them.
What to doWait until the course ends and the skin has settled.
The question that catches itHave you taken isotretinoin (Accutane) in the last 6 months?
Proceed with caution
2WhyReaction risk is less predictable and many insurers exclude tinting in pregnancy.
What goes wrong if you treat anywayA reaction on the face during pregnancy, on a treatment a number of policies exclude outright - which means the clinical problem and the insurance problem arrive together.
What to doCheck your policy first. Re-patch-test regardless of history.
The question that catches itAre you pregnant or breastfeeding?
WhyFreshly waxed skin has lost its top layer and the lotion will sting and penetrate.
What goes wrong if you treat anywayLotion penetrating skin that has just had its top layer removed, which stings sharply and leaves the brow area red for a day or two afterwards.
What to doLaminate first, then shape. That is the correct order anyway.
The question that catches itIs the area sunburnt, waxed or exfoliated in the last 48 hours?
What you actually get
Nobody buys a consent form
They buy the fifteen minutes back at the start of an appointment. They buy the phone call they did not have to make, because the contraindication turned up two days early instead of two minutes late. They buy an insurer who pays out, because the patch test has a timestamp rather than a memory attached to it.
The form is the mechanism. What you are actually buying is the record it leaves behind.
That is the whole argument, and it is why the questions matter more than the software. A blank form builder hands you a canvas and calls it flexibility. This hands you the nine questions that a waxing client should be asked, in the wording that gets an honest answer, with the risky one already flagged in red.
What this saves you
Not what the form contains - what it gives you back. Every number below is arithmetic you can check on the calculator further down the page.
12 hours
a year, back in your chair
A new client filling in a paper form in your treatment room costs ten to fifteen minutes of an appointment they already paid for. Send it with the booking confirmation and that time goes back into treating, at roughly twelve hours a year on twenty clients a week.
Seconds
to find any client's form
The reason to leave paper is not the signing, it is the finding. When a health inspector or a solicitor asks for one specific record from eighteen months ago, you search a name instead of an afternoon.
Automatic
guardian co-sign and ID capture
Under-18 forms require a guardian signature before they can be submitted, and ID photographs attach to the record rather than living in a separate file. The control does not depend on a busy Saturday going well.
4 seconds
from signature to aftercare email
The aftercare for their treatment lands in their inbox before they have left the chair, written for that service and editable in your words. Clients who follow aftercare heal better, complain less and rebook more - and you did nothing.
Same week. One thing changed.
The left-hand column is most studios today. The right-hand one is the same week with the form sent at booking instead of handed over on arrival.
- The guest completes a thorough form at reception at ten
- Facial at half past, massage at twelve, wrap at two
- Three different therapists, three floors apart
- The nut allergy is on the form, in a folder, on the desk
Nothing here is negligent. It is just undocumented.
- One intake, visible to every therapist treating her today
- The allergy is on the screen before the oil is chosen
- Each service's own questions appear, and no others
- One price for the business, whatever the team size
Same treatments, same clients, same you. Different record.
Try the flag
Answer these as if you were the client
Answer honestly and nothing happens. Answer yes to the one that matters and watch what lands on your side.
What the client sees
Have you had a patch test at least 48 hours ago?
Have you ever reacted to hair dye, tint or PPD?
Are you pregnant or breastfeeding?
Is the area sunburnt, waxed or exfoliated in the last 48 hours?
What you see
Answer honestly and nothing happens. Answer yes to the one that matters and watch what lands on your side.
In your submissions list
Salon
What goes wrong without it
A client books a full head of highlights, is delighted, and returns eleven weeks later with three inches of regrowth and a tone that has gone brassy.
She is unhappy, and she is unhappy in a way that feels like a complaint about the work rather than about the calendar. The salon's position is that this colour needs a toner every six weeks and a root appointment every eight, which is true and was said at the consultation. The client's position is that nobody told her it would be this much work. There is no record. It is not a clinical dispute at all, and it costs the salon the client - which one signed line about maintenance would have prevented.
What a salon services client intake form has to cover
The actual field list, and why each group is on this particular form.
New client details
- Full name
- Date of birth
- Contact details
- How did you hear about us
- Preferred stylist
- Preferred contact method
Preferred contact method is a small field with a real return, because a salon that texts a client who only reads email has an empty chair and no idea why.
Hair history
- Current colour and how it was achieved
- Box dye, home colour or henna, ever
- Chemical straightening or relaxer history
- Last chemical service and when
- Hair condition and breakage
- Previous colour corrections
'Ever' is doing the work in the box dye question. Clients answer 'recently' honestly and 'ever' accurately, and henna from three years ago still matters to a lightener today.
Screening
- Previous reaction to hair colour or PPD
- Patch test date
- Scalp condition
- Allergies
- Medication affecting hair or scalp
- Pregnancy
Medication affecting hair is worth asking because a client on a treatment that changes hair texture or causes shedding will attribute the change to whatever happened in the salon most recently.
Preferences and consent
- Maintenance commitment and budget
- Realistic goal agreed
- Consent to chemical services
- Photo permission
- Cancellation policy acknowledged
- Signature with timestamp
The maintenance commitment field prevents the most common salon disappointment: a colour that looks perfect and requires an appointment every five weeks that the client never intended to book.
Is a digital signature legally valid?
Exact time signed
IP address
Device and browser
The exact form they saw
Yes - the US ESIGN Act and the state UETA adoptions give it the same legal effect as ink. What makes it hold up is the evidence stored beside it, and a paper form in a drawer carries none of this.
Sign with your fingerDraw a signature with your mouse or trackpad
Where you stand legally
The regulatory framework is cosmetology licensing, and the documentation that carries real weight is the patch test record for colour services. Manufacturer instructions for PPD-containing colour almost universally specify an allergy alert test 48 hours in advance, and insurance policies commonly condition cover on compliance with those instructions - which makes an undocumented test a likely declined claim rather than a paperwork gap. Beyond that, the commercial documentation matters more here than the clinical: cancellation policies, deposit terms for long appointments, and the maintenance expectation attached to a colour result are the three things that produce disputes in salons, and all three are settled by an acknowledged line at intake. On data, keep it minimal - a salon has no reason to hold medical histories, and collecting them creates obligations without benefit. Not legal advice.
Paper, PDF or digital?
Paper
Fine when you are small
- Signed before they arrive
- Flags contraindications
- Findable by name in seconds
- Proves when it was signed
- Sends aftercare automatically
- Costs nothing
Emailed PDF
Worst of both
- Signed before they arrive
- Flags contraindications
- Findable by name in seconds
- Proves when it was signed
- Sends aftercare automatically
- Costs nothing
Digital
Earns its place at scale
- Signed before they arrive
- Flags contraindications
- Findable by name in seconds
- Proves when it was signed
- Sends aftercare automatically
- Costs nothing
Three clients a week? Print it and staple it in a binder. That is genuinely fine, and software would be an expense with no return. Digital earns its place around ten to fifteen clients a week, when finding one form again matters more than the minutes it took to file it.
Questions people actually ask
Current colour and how it was achieved, box dye or henna use ever, straightening and relaxer history, the date of the last chemical service, current condition, and any previous corrections. The word 'ever' matters more than it looks.
Your form is written. Come and get it.
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General guidance for professionals, not legal or medical advice. Check the rules that apply where you work.