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Initial Consultation Form

An initial consultation template — capture a new client’s goals, concerns, routine and skin or hair type before their first consultation.

Description

A good consultation starts with understanding the client before they walk in. This initial consultation form captures their goals, concerns and current routine ahead of time, so the appointment is spent advising rather than gathering basics.

It asks what type of consultation it’s for and the client’s goal, how satisfied they are with their current appearance, and about their routine and concerns. It captures their skin or hair type, any prescription treatments, a photo of their current look, and consent.

Send it after a booking or share a link before the visit. Knowing the client’s goals, concerns and routine up front makes for a focused, valuable consultation. Customize the fields, add your branding, and embed it on your site or share a link in minutes.

Form fields

Everything the Initial Consultation Form above collects — 13 fields, so you can see exactly what it captures before you make it your own.

Pre-Service Consultation Form

  • What type of consultation is this for?

    Short Answer Icon
    Short Answer

  • Please describe your consultation goal:

    Short Answer Icon
    Short Answer

  • How satisfied are you with your current appearance?

    Scale Icon
    Scale

  • Tell us a bit about your current routine

    Long Answer Icon
    Long Answer

  • What are your concerns?

    Multi-Select Icon
    Multi-Select

  • How would you describe your skin or hair type?

    Short Answer Icon
    Short Answer

  • Are you currently using any prescription treatments?

    Yes/No Icon
    Yes/No

  • Please provide the names of any medications or treatments:

    Long Answer Icon
    Long Answer

  • Upload a photo of your current look:

    Short Answer Icon
    Short Answer

  • Consent

    Multi-Select Icon
    Multi-Select

  • Name

    Name Icon
    Name

  • Telephone

    Telephone Icon
    Telephone

  • Email

    Email Icon
    Email
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Template FAQs

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

What is an initial consultation form?

An initial consultation form captures a new client’s goals, concerns and current routine before their first consultation. It gives the practitioner a head start, so the appointment focuses on advice and a plan rather than gathering background from scratch.

What should an initial consultation form include?

This form asks the type of consultation and the client’s goal, their satisfaction with their appearance, their current routine and concerns, their skin or hair type, any prescription treatments, a photo of their current look, and consent.

When should a client complete an initial consultation form?

After booking their consultation and before they arrive. Completing it beforehand means the practitioner has read their goals, routine and concerns in advance, so the session starts with tailored advice rather than the first ten minutes on background.

Who fills out an initial consultation form?

New clients ahead of their first consultation. The form captures their goals, concerns and routine, so whoever sees them understands what they want and where they’re starting from before the appointment begins, so no time is lost on basics in the room.

Why ask clients to upload a photo before a consultation?

Because a photo lets the practitioner see the skin or hair in advance and come prepared with relevant options. It also gives a reference point to compare against later, so progress from any treatment plan can be tracked over time.

Is this initial consultation template free to use?

Yes, completely free. Add or remove fields, adjust it to fit your consultations, 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 responses.

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