Aesthetic note form

An aesthetic note form is a structured document that clinics and practitioners use to collect a client's treatment goals, medical history, and consent before an aesthetic appointment. It captures areas of interest, previous treatments, current medications, known allergies, skin concerns, and consent to proceed. It gives every practitioner the full picture before the consultation begins.

A practitioner who walks into a consultation without a client's medical history is working blind—and in aesthetic medicine, that creates real risk. A structured pre-consultation note form ensures that every client arrives with their history already on file, so practitioners spend the appointment advising and treating rather than gathering basics. Clinics use it to standardize intake across their team, and practitioners use it to deliver more confident, personalized consultations from the first visit.

Cover every detail that shapes a safe and personalized treatment plan:

• Client name, date of birth, and contact details
• Areas of interest (face, body, skin, etc.)
• Previous aesthetic treatments and outcomes
• Current medications and supplements
• Known allergies or sensitivities
• Skin concerns and treatment goals
• Contraindications relevant to the treatment type
• Informed consent

Review each client's submitted history before the appointment so your recommendations reflect their specific goals and medical profile. A client with a history of filler who reports bruising in previous sessions needs a different approach than a first-time client with no contraindications. Conditional logic branches questions based on treatment area, so injectable clients answer medical history questions that skincare clients don't—every note arrives tailored to the requested treatment.

Restrict form access to authorized practitioners and clinical staff, and store submissions in a permission-controlled system, such as your practice management software or a restricted Airtable base, rather than a shared spreadsheet. Review your data retention policy to confirm client records stay on file only as long as your jurisdiction requires. Be upfront about how you handle client data—it builds trust before they ever walk through the door.