Client Intake Form

A client intake template — onboard a new skin client with their details, service interest, treatment history and allergies, plus a signed agreement.

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Description

A smooth first visit starts before the client arrives, with the essentials captured and agreed. This client intake form onboards a new skin client — their details, what they want, and their history — so their first appointment starts informed, not with a clipboard.

It takes the client’s name, preferred email and best phone number, where they’re located, and when they’d like their first appointment. It captures the service they’re most interested in, which treatments they’ve had before, any allergies, and a signed agreement.

Send it after a first booking or share a link before the visit. Having the details, history and agreement in advance saves time and avoids surprises. Customize the fields, add your branding, and embed it on your site or share a link in minutes.

Form fields

Everything the Client Intake Form above collects — 11 fields, so you can see exactly what it captures before you make it your own.

New Client Welcome Form

What’s your name?
Name
Your preferred email
Email
Best phone number to reach you
Telephone
Where are you located?
Short Answer
When would you like your first appointment?
Date
What service are you most interested in?
Short Answer
Have you had any of the following treatments before?
Multi-Select
Any known allergies to beauty products or ingredients?
Yes/No
Please list your allergies:
Long Answer
Agreement
Multi-Select
Sign here to confirm
Short Answer

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Template FAQs

Common questions about the Client Intake Form — what it captures, when to use it, and how to make it your own.

What is a client intake form?

A client intake form onboards a new client before their first visit, capturing their contact details, service interest, treatment history and allergies, plus a signed agreement. It gets the admin done in advance, so the first appointment starts informed and on time.

What should a client intake form include?

This form captures the client’s name, preferred email and phone, location, when they’d like their first appointment, the service they’re most interested in, which treatments they’ve had before, any allergies, and a signed agreement.

When should a client complete an intake form?

After booking their first appointment and before they arrive. Completing it beforehand means their details, history and allergies are on file, so the therapist can prepare and the appointment isn’t spent filling in paperwork at the front desk.

Who fills out a client intake form?

New clients, before their first visit. The form captures their details, service interest and history, so whoever treats them starts with the context a returning client’s therapist would already have, and a signed agreement on record.

Why capture allergies and treatment history at intake?

Because both affect what’s safe and suitable. Knowing a client’s allergies and which treatments they’ve had before lets the therapist avoid a reaction, tailor the service, and spot anything that needs a closer look — all before the client is in the chair.

Is this client intake template free to use?

Yes, completely free. Add or remove fields, adjust the services and treatments to fit your clinic, and restyle it to your brand, then embed it on your site or share a link — no coding needed. A free Fun Forms account lets you collect intake details.

Make a free Fun Form

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