Facial Intake Form Template
Know your client's skin before you touch it.
A facial is only as good as the information behind it. Without a proper intake, you're guessing at skin type, working around allergies you don't know about, and risking reactions that could have been avoided entirely. A facial intake form makes the consultation happen before the client even sits down.
This template collects current skincare concerns, known sensitivities and allergies, recent treatments or procedures, current medications that affect the skin, and lifestyle factors like sun exposure and hydration habits. It also asks what the client hopes to achieve — because aligning expectations is part of the service.
Send it ahead of the appointment so clients can fill it out at home without feeling rushed in the treatment room. Responses are stored securely and can be reviewed before each visit, making it easy to track how a client's skin changes over time and adjust treatments accordingly.
At minimum: known skin conditions, allergies to skincare ingredients or materials, current medications (especially retinoids, blood thinners, or immunosuppressants), recent cosmetic procedures, and any active infections or open wounds. This information directly affects product selection and treatment safety.
Yes. Many facial treatments and ingredients — including certain chemical peels, essential oils, and electrical modalities — are contraindicated during pregnancy. Asking directly avoids any awkwardness and ensures you can adjust your approach for the client's safety.
Ask clients to update their intake at least once a year, or whenever they experience a significant change — new medications, a recent procedure, a diagnosis, or a change in skincare routine. A quick review question at booking works well: 'Has anything changed since your last visit?'
Yes, with some customization. The core structure — medical history, allergies, goals — applies to most aesthetic services. Add treatment-specific contraindication fields for services like microneedling, chemical peels, or laser treatments that carry their own risk profiles.
Yes. A signature confirms that the information is accurate to the best of the client's knowledge and that they've disclosed anything relevant to their treatment. It also creates a record that consent was obtained before the service began — valuable if a reaction or complaint arises later.
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