About this template
The Facial Intake Form is an essential tool for estheticians, spa owners, and skincare professionals to ensure safe and personalized treatments. By gathering critical information before the client arrives, you can tailor your services to their specific skin type, concerns, and medical history, ultimately providing a higher standard of care and building client trust.
This template covers everything from contact details and current medications to specific skin sensitivities and daily care routines. Using a digital intake process eliminates messy paperwork, keeps client records organized in one place, and ensures you are fully prepared for every appointment. It is the professional standard for modern skincare practices looking to streamline their onboarding workflow.
Key features
- Capture comprehensive skin history and allergy data.
- Identify specific client goals for their facial treatment.
- Reduce administrative time during client check-in.
- Professional, clean layout for a premium client experience.
- Easily track daily skincare regimens and product usage.
Use cases
- New client onboarding for medical spas.
- Pre-appointment screening for independent estheticians.
- Collecting consent for chemical peels and advanced treatments.
- Tracking skin progress over multiple sessions.
What this form collects
- Full Name (Short answer)Please enter your legal first and last name.
- Do you have any known allergies? (Paragraph)Please list any allergies to ingredients, fragrances, or latex.
- Current Medications & Supplements (Paragraph)List any medications or supplements you are currently taking, especially those that affect skin sensitivity (e.g., Retin-A, Accutane).
- Skin Type (Multiple choice)How would you describe your skin?
- Primary Skin Concerns (Checkboxes)Select all that apply.
- Daily Skin Care Regimen (Paragraph)Briefly describe the products you currently use (cleanser, moisturizer, SPF, etc.).
- Terms and Conditions (Multiple choice)I understand that facial treatments involve skin contact and I have disclosed all relevant health information.
- Digital Signature (Short answer)Please type your full name to serve as your electronic signature.
FAQ
Why is a digital intake form better than paper?
Digital forms are searchable, secure, and eliminate the risk of losing physical files. They allow you to review client data before they even walk through your door.
Can I add my own questions about specific products?
Yes. Once you copy this template to your Google Drive, you can add, remove, or edit any questions to match the specific products or services you offer.
How do I ensure client data stays organized?
Google Forms automatically saves all responses into a linked Google Sheet, making it easy to sort, filter, and reference client history during consultations.
Is this form suitable for medical spas?
Yes, it covers essential medical history and allergy information, making it a great starting point for clinical skincare practices.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.