About this template
The Hair Salon Client Intake Form template is designed to help salon owners, stylists, and front desk coordinators gather crucial information before a client's appointment. Collecting detailed history on hair treatments, current hair condition, and styling goals ensures you are fully prepared to deliver personalized care and avoid potential allergic reactions or chemical damage.
This comprehensive intake questionnaire covers contact details, visit frequency, chemical treatment history, current product usage, and visual reference links. By streamlining the onboarding process, your team can review client needs in advance, manage chair time more efficiently, and build lasting client relationships through tailored service recommendations.
Doc2Form lets you instantly transform this template into a ready-to-use Google Form, allowing you to share the link via text or email before the appointment. Keep your client records organized in Google Drive and provide a seamless, professional experience from the moment a new client books their first chair.
Key features
- Collect detailed hair history and chemical treatment background safely.
- Understand client styling preferences and maintenance habits.
- Gather photo references easily via file link inputs.
- Streamline new client onboarding before they step into the salon.
- Keep all consultation records organized automatically in Google Sheets.
Use cases
First-time consultations for major hair transformations and coloring ā¦
First-time consultations for major hair transformations and coloring services.
New client onboarding for independent stylists and boutique hair salons.
Pre-appointment health checks regarding scalp conditions and product ā¦
Pre-appointment health checks regarding scalp conditions and product sensitivities.
Gathering social media photo references for bridal or special event sā¦
Gathering social media photo references for bridal or special event styling.
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Date of Birth (Date)Used for our birthday specials and client records.
- Phone Number (Short answer)Best number to reach you for appointment updates.
- Email Address (Short answer)Where we should send your confirmation and care tips.
- Occupation (Short answer)Helps us suggest styles that fit your daily routine.
- Primary Service Requested (Multiple choice)Select the main service you are booking today.
- Date of Last Salon Visit (Date)When was your last professional hair service?
- How often do you visit a salon? (Dropdown)Select your average maintenance schedule.
- Current Hair Condition (Checkboxes)Select all that apply to your hair currently.
- Scalp Condition (Multiple choice)Do you experience any specific scalp sensitivities?
- Prior Hair Treatments Used (Checkboxes)Have you had any of the following chemical services in the past 12 months?
- Last Hair Color Application Details (Paragraph)If you color your hair, please describe what was last applied and when.
- Current Hair Products Used (Paragraph)List the shampoo, conditioner, and styling products you currently use at home.
- Current Hair Photo Link (Short answer)Please paste a link to a clear photo of your current hair (Google Drive, Dropbox, or shared album).
- Inspiration Style Photo Link (Short answer)Please paste a link to photos of your desired hair style or color.
- How did you hear about us? (Dropdown)Let us know how you found our salon.
- Special Instructions or Comments (Paragraph)Anything else your stylist should know about your hair goals or preferences?
- Terms and Policies Acknowledgment (Multiple choice)Please confirm you understand our salon cancellation and service policies.
FAQ
Why should I use a client intake form at my hair salon?
An intake form helps you identify previous chemical treatments, allergies, and specific hair goals before the appointment begins, ensuring safer and more accurate results.
Can I customize the questions on this Google Form template?
Yes! Once you generate the form with Doc2Form, you have full control in Google Forms to add, remove, or edit any questions to match your salon's specific offerings.
How do clients submit photos of their current hair or inspiration styles?
This template includes dedicated fields where clients can paste links to reference images stored in Google Drive, Dropbox, or Pinterest.
How do I share this intake form with my clients?
You can send the Google Form link via automated booking confirmation emails, text message reminders, or embed it directly on your salon's website.
Where are client responses stored?
All submissions are securely saved in your Google Drive and automatically compiled into a linked Google Sheet for easy review by your styling team.
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.