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Salon Intake Form

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How do I create a client intake in Word?

You could manually create an intake form in Word, or you could use Bonsai's software to design one. Our form builder lets you put together a beautifully designed form, personalize, and send it to new clients at no cost.

How do I send an intake form to a client?

You could manually hand out an intake form or send one via email or physical mail. Each of these methods work. If your client has an in-person meeting with you, you can give it to them then.

What is a client intake sheet?

A client intake sheet essentially onboards its clients. It requests details from a customer that can assist a company in determining whether the customer is a suitable fit for its services and in formulating a plan to address the prospect's needs, interests, and pain areas.

When a customer enters your salon or spa, they place their trust in you. They expect (and assume you will) perform the skin or hair treatment as skillfully as possible, providing them with a delightful and soothing experience. And guess what? It is your responsibility as a service provider to fulfill their expectations.

While in cases it may appear excessive and useless, your hair and beauty business will really benefit from having new clients fill out a salon intake form before having their skin or hair treatment done. Getting their expectations written on paper is always a good idea as these forms not only provide vital customer information from the first visit (ideally as soon as they set up the appointment), but they will also protect both you and your clients legally.

Read on to find out what elements you must include in your client intake form to create a straightforward and user-friendly questionnaire.

Note: Use Bonsai to save time and streamline your processes end-to-end. Our software helps you easily manage client onboarding, invoicing, payments, accounting and much more! Focus on your passion, not your paperwork. Try a 14-day free trial here.

What Elements Should Your Salon Intake Form Include?

The main purpose of your client intake form is not only to gather the client's contact information, but to get a better understanding of what their expectations are and identify any red flags that might get in the way of you providing high-quality services. Here's what you should include when creating your own document.

Basic Client Details

Begin your salon form with a section for the client's basic details including full name, phone number and email address. Collecting as much information as possible is especially great for businesses offering loyalty or membership programs. In these cases, you can ask for the client's birthday, mailing address, or any particular goods they like from your offerings.

Health

It's critical to gather data that could affect the quality and safety of the services your salon or spa offers. In addition to basic contact information, ask about any prior adverse reactions to hair coloring, pregnancy, sensitivities or sensitive regions (before beginning a massage), and whether they have any additional medical conditions that you have to be aware of. This information will greatly help cater your services to the client's needs.

Treatment-Relevant Information

Depending on the type of service you are providing, this section of your intake form may vary. For example, if this is a facial intake form, you must include questions to find out more about the client's skin and habits that may be relevant to the treatment. This may include skin type body piercings, skin care products used, previous facial treatments, sinus problems, etc. In the case of hair treatments, you'd inquire about hair density, condition, length, hair loss problems, etc.

Consent Forms

Your intake form can include a consent clause or you can present it as an attached form. This section will help your clients comprehend every step of the procedure, providing them with all the pertinent facts that might have an impact on how the service turns out. If a certain treatment doesn't go as planned, they shouldn't hold your salon responsible.

Additionally, if you plan on sending out marketing messages from time to time make sure you ask for their consent to use the contact information they provided for these purposes.

Create Perfect Client Intake Forms With Bonsai

Use Bonsai's lightweight client form builder to save time and create professional questionnaires that you can share with your clients directly via email, URL link or have it embedded into your website to help you collect more leads and streamline the process. You can fully customize your client forms, adding as many questions as you need, rearranging fields, selecting multiple answer formats and incorporating your own branding elements to make it unique.

Sign up for your 14-day free trial today to discover these and many more administrative tools to help take your business to the next level!

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