RingOwl
Log inTry free
Free template · Printable

Salon and spa client intake form template

A client intake and consultation form for hair salons, nail salons and day spas. It records the history a stylist or therapist needs, like recent color, chemical treatments and product allergies, before the client sits down.

Salon and spa client intake form

Contact details

Full name

Phone

Email

Date of birth

Address

Your visit

Service(s) you're booking

Preferred stylist or therapist

Is this your first visit?

YesNo

How did you hear about us?

GoogleInstagramFriend or familyWalked byOther

Hair and skin history

Color, chemical or keratin treatments in the last 6 months

Skin treatments in the last 2 weeks (peels, laser, waxing)

Allergies or sensitivities to products (hair dye, latex, fragrance)

Consent

I have answered the questions above accurately. I understand results can vary with hair and skin history, and I agree to a patch or strand test where the stylist recommends one.

Signature

Date

Sections

Choose “Save as PDF” in the print dialog to download. Nothing you type leaves your browser.

Use it on your website

Put the short version online. AI calls them back in 60 seconds.

Long forms on a phone get abandoned. With RingOwl, your website asks three questions. If the visitor ticks “call me back”, your AI calls within a minute, asks the rest of this form, books the appointment and saves a complete record, with their consent on file.

Test the callback in your browser during the trial. Phone callbacks need a paid plan (US, Canada, UK, Australia and India numbers).

On your website

  • Full name
  • Phone
  • Which service would you like?
  • “Call me back within a minute” box

Asked on the AI callback

  • First visit with us?
  • Preferred stylist or therapist
  • Recent color, chemical treatments or skin treatments
  • Allergies or sensitivities to products
  • Email
  • Preferred day and time

How to get the most out of a salon and spa client intake form

Ask about box dye and chemical treatments
It's the history that most often changes the plan, and clients forget to mention it unless asked.
Record the preferred stylist
Rebooking with the same person is the biggest driver of repeat visits.
Note allergies on the client record
Once is enough. Keep it on file and confirm it at each visit.

Salon and spa client intake form FAQ

  • What is a client intake form in cosmetology?+

    It's a record of the client's contact details, the services they want, their hair and skin history, and allergies, collected before the first service so the stylist can plan safely.

  • What should a salon consultation form ask?+

    The service and stylist, recent color, chemical or keratin treatments, recent skin treatments, allergies to products, and how they heard about you.

  • Do salons need clients to sign a consent form?+

    Many do for chemical services and patch tests. Check your state board's rules and your insurer's requirements for the services you offer.

  • Is this salon intake form free?+

    Yes. Print it, save it as a PDF or copy the questions. No signup.

The consent wording on this template is a starting point, not legal advice. Have it reviewed for your state, your licensing board and your insurer.

More free intake form templates