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Esthetician Client Intake Form Template

This Esthetician Client Intake Form is your ultimate tool to understand your client’s skin and hair type, along with the results they’re looking for. This template has features that’ll make the entire process smooth and hassle-free for you and your client.

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Features of Esthetician Client Intake Form Template

Get Under the Skin with the Esthetician Client Intake Form Template

Benefits of Esthetician Client Intake Form Template

Personalized Treatment Plans

The intake form allows estheticians to collect comprehensive information about a client’s skin type, concerns, and goals. With our customizable templates, you can ensure that you’re asking all the right questions to tailor treatments to each client’s unique needs. This personalized feature helps in achieving better results and higher client satisfaction.

Safety and Allergies

An integral part of the intake process is understanding any allergies, sensitivities, or medical conditions that could affect treatment options. Our forms are secure, confidential, and GDPR compliant, making it easy for clients to share sensitive information. This ensures that estheticians can take necessary precautions and provide safe, customized care.

Efficient Appointment Scheduling

The client intake form can also include questions about preferred appointment times and contact information, making it easier to schedule appointments that fit both the client’s and the esthetician’s calendars. Our seamless integration with scheduling tools can automate this process, reducing administrative work and focusing more on client care.

Client History and Documentation

A detailed history of client treatments, products used, and progress over time is crucial for ongoing care. This Form Template makes it easy to create and maintain these records. With SurveySparrow, you can store client responses securely, ensuring you have all the information you need for every appointment.

How is This Form Useful for Estheticians?

Customized Skincare Solutions

The beauty of this form lies in its ability to help you understand each client’s unique skin concerns, preferences, and goals. This level of detail allows you to design highly personalized treatment plans. Whether it’s addressing specific skin issues or working towards long-term skincare goals, your ability to customize treatments based on precise client data sets your services apart. This attention to individual needs and personalized approach not only enhances client satisfaction but also boosts the effectiveness of your treatments, encouraging repeat business and positive word-of-mouth.

Uncompromised Safety and Trust

Client health and safety are paramount in the realm of skincare and beauty. The intake form includes essential questions about allergies, medical history, and any skin sensitivities. This precaution enables you to foresee and mitigate any potential risks, offering treatments that are not only effective but also safe. By prioritizing client well-being, you adhere to the highest industry standards and build a foundation of trust with your clients, reassuring them that they are in capable and caring hands.

Streamlined Appointment Management

The logistical challenge of booking appointments can be time-consuming, but the intake form simplifies this process. By capturing clients’ preferred appointment dates and times, you can optimize your schedule for efficiency, reducing gaps and avoiding overbookings. SurveySparrow’s integration capabilities mean that this information can automatically sync with your digital calendar or booking system using the Zapier tool, dramatically reducing administrative tasks and letting you focus more on client care. This smooth scheduling experience enhances client satisfaction and contributes to a more organized and stress-free operation.

Building Lasting Connections

Our form is the first step in establishing a meaningful connection with your clients. SurveySparrow’s engaging, user-friendly, and GDPR compliance encourages clients to share comprehensive, honest information. This makes clients feel valued and understood from the outset and provides you with actionable insights. Regularly reviewing client feedback helps you adapt and improve your services continually. This ongoing engagement process strengthens the client-esthetician relationship, leading to loyal clients who feel personally connected to your brand and are more likely to refer your services to others.


Is it possible to track client progress over time with SurveySparrow?

By consistently using the intake form for each visit, you can track changes and progress over time using an advanced analytics feature with an executive dashboard, adjusting treatments as needed to meet evolving skin care goals.

How does the intake form contribute to the safety of treatments?

The form helps identify any allergies, sensitivities, or medical conditions that could impact treatment options, allowing for safer, customized care plans.

Can the intake form help recommend products?

Definitely! Understanding a client’s skin type and concerns can guide personalized product recommendations, enhancing the effectiveness of their skincare routine.

Can feedback be collected through the intake form?

Yes, you can include questions to gather feedback on previous treatments or products. This will help you continually improve your services based on client input.

How can the intake form improve client retention?

Personalized care plans based on detailed intake forms can lead to better outcomes and higher satisfaction, encouraging clients to return for future treatments.

How to Use Esthetician Client Intake Form Template


With SurveySparrow, you can easily modify the template to include questions specific to your treatments, such as skin type, concerns, and beauty goals. Customize the form's look with your logo and brand colors to make it feel like a seamless part of your client's experience.


One of our best features is our ability to integrate with other software you're already using. Whether it's your scheduling system, CRM, or email marketing tool, you can connect your client intake form to these services. This means that when a client fills out the form, their information can automatically populate your other systems, saving you time and reducing the risk of errors.


Embed the form on your website, share it directly via email, mobile, QR codes, link, or even post it on your social media pages. The goal is to make it as easy as possible for clients to provide their information before their appointment, saving time for both of you and ensuring you're prepared to offer them the best possible service.


After you start collecting responses, use our analytics with the executive dashboard to gain insights. See which services are most in demand, understand common skin concerns among your clientele, and even track how clients learn about your business. This information is gold when it comes to tailoring your services, marketing effectively, and improving client satisfaction.

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