Facial Intake Form

Fully editable with standard terms and clauses. Send and e-sign it online.

Bonsai has helped create 1,023,928 documents and counting.

Trusted by 500,000+
business owners

“My best friend in scaling my business

Like putting my finances on auto-pilot”

Bonsai does the hard work”

Everything is streamlined”

Huge timesaver”

It’s been the most stress-free year of my life!”

I feel more confident”

Backbone of my business”

“So simple”

“Clients love how easy my systems are

A must-have!”

“I do less admin and do more of what I love

“Worry-free contracts and invoices

“It pays for itself”

Great customer service!”

A life-saver!”

Clients take me more seriously”

“I upped my rates and won more clients

Table of contents

If you're an esthetician, cosmetologist, or any other professional providing facial services, you must have an accurate record of your client's medical history.

This is where facial intake forms come in. A facial intake form or a facial consultation form is a document that asks your clients for their medical history and other information related to their skin health.

This guide will discuss why you need a facial intake form and what should be included in it. We'll also help you craft a sample form you can use in your business. So let's get started!

Note: Try Bonsai to get access to our suite of small business tools *form builder, invoice, proposal, contract templates, and more). Our software takes the headache away from managing or manually making forms. Try a 14-day free trial today.

What is an Intake Form, and Why Do You Need One?

A facial intake form, just like other client intake forms, is a document that estheticians use to gather information about their clients' skin care needs and concerns.

The form helps estheticians better to understand each client's individual skin type and goals and to customize treatments accordingly.

It also provides a valuable opportunity for clients to communicate their expectations and concerns about their skincare experience.

Ultimately, the facial intake form helps to ensure that both estheticians and clients are on the same page from the beginning of the treatment, which can lead to better results and a more enjoyable experience for everyone involved.

What To Include on Your Form?

When crafting your facial intake form, there are a few key pieces of information that you'll want to be sure to include. Here are some items that should be on your form:

Client information

Client's name, contact information, and date of birth are all essential pieces of information that you'll need to provide services.

This information will also be helpful if you need to follow up with the client after their appointment.

Medical history

You'll want to know about any medical conditions affecting the client's skin health or the treatment itself.

This information will help you customize the treatment to the client's needs and avoid potential complications.

Skin care concerns

What are the client's goals for their skin care treatment? What concerns do they have about their skin?

Asking these questions on the document will help you personalize the treatment and ensure that the client gets exactly what they want out of the experience.

Esthetics Information

In addition to the above information, you'll also want to include some questions about the client's esthetics history.

This will help you to understand what treatments the client has had in the past and how their skin has responded to them.

How Do You Create an Intake Form?

When you're creating your onboarding document, there are a few things to keep in mind. First, make sure that the form is easy to understand and complete.

Clients should be able to fill out the form without any trouble, and all questions should be clear and concise.

You'll also want to ensure the form is visually appealing and easy on the eyes. Use a clean, simple design that will be easy for clients to look at and won't overwhelm them with too much information at once.

Finally, be sure to proofread the form before you start using it with clients. This will help you to catch any errors or typos that could confuse or frustrate your clients.

Tips for Ensuring the Form Is Helpful

As you're crafting your client intake form, keep the following tips in mind to ensure that it is accurate and helpful:

Include all relevant information

Be sure to include all of the information that you need in order to provide the best possible service. This includes both client information and medical history.

Also, don't forget to include a signature line at the bottom of the form so that clients can sign it and consent for you to use the information collected.

Keep it simple

When creating the form, use a clean and simple design. This will help to ensure that the form is easy to understand and complete.

Call to action

Make sure that your form includes a call to action, such as scheduling an appointment or requesting more information. This will help you to convert leads into clients and promote your business.

Bonsai Tools

If you're looking for a way to streamline the process of creating and managing your facial intake forms, check out Bonsai's suite of tools.

Their software makes it easy to create custom forms tailored to your business's needs.

They also offer a variety of features that will help you to manage your forms such as consent forms and appointments, more efficiently. Visit Bonsai's website to learn more about how their tools can help you grow your business.


A facial intake form is an important tool that can help you to provide the best possible service to your clients.

By including all relevant information, you'll be able to customize the treatment to the client's needs and avoid any potential complications.

Use the tips in this article to ensure that your form is accurate and helpful. And be sure to check out the sample form above to get started.

Frequently Asked Questions

Questions about this template.