As a cosmetologist or esthetician, you take great pride in helping your clients achieve their skincare goals. Your work allows them to feel confident in their own skin and boosts their self-esteem.
But how do you ensure that each client receives a personalized treatment plan tailored to their specific needs? The answer is simple: comprehensive client intake forms.
In this blog post, we will discuss the components to include your form, and how to collect this information effectively.
Note: If you are a skincare professional, try Bonsai to build out your client intake form. Our software allows you to customize and design forms, invoices, contracts and proposals. Claim your 14-day free trial today.
What to include in your intake form
Every client’s skin is unique, and therefore their treatment plan should be too. Your intake form should cover not only basic details such as the client’s name and contact information but also their skincare concerns and goals, skin type, current products they use, any allergies or sensitivities, and medical history.
You may also consider asking about their diet and exercise habits, as these can have an impact on skin health. Also, including a section for clients to note any recent changes in their skincare routine or lifestyle can help you provide them with the most up-to-date and accurate treatment.
Creating questions for your skincare intake form
You need to consider the language you use for each question. Avoid leading or biased questions, and instead, opt for open-ended prompts that allow for further explanation from the client.
For example, instead of asking, “Do you have sensitive skin?” try “Please describe your skin’s sensitivity, if any.” This allows the client to provide more specific information about their sensitivities rather than a simple yes or no answer.
Your questions should be direct and clear, providing enough space for the client to answer thoroughly. Consider using multiple-choice or checkbox options for some questions, as this can make the form easier and quicker for both you and the client to fill out.
Here are some example questions that you can include in your intake form:
- What skincare concerns do you hope to address during your treatment?
- How would you describe your skin type (oily, dry, sensitive, combination)?
- Do you have any known allergies or sensitivities?
- Are you currently using any skincare products (include brand names if applicable)?
- Have any recent changes to your diet, exercise routine, or lifestyle that may affect your skin?
- Do you have any medical conditions, or are you currently taking any medication that may affect your skin?
- What is your stress level, on a scale of 1-10?
By including the necessary components and crafting clear questions, you can gather all the information needed to provide them with the best possible experience. Happy clients are sure to come back for more, and may even leave glowing reviews that attract new clients to your business, making it easier to sell your services.
A few things to consider
Some clients may not feel comfortable disclosing certain personal information, such as their medical history or stress level. Allow them the opportunity to skip any questions they do not wish to answer, and ensure that your consent form clearly states that all information will be kept confidential.
Additionally, consider offering the option for clients to fill out the form digitally or in person before their appointment to cater to their preferences and make the process as seamless as possible.
Another important aspect to consider is staying up-to-date on any changes or updates to your intake form. As new skincare concerns and products arise, make sure to adjust your form accordingly. This will ensure that you have all the necessary information for each client and show that you prioritize their concerns and are dedicated to providing the best possible treatment.
Collecting information during the consultation
While a client intake form can provide you with valuable information, it’s important to supplement this with a thorough in-person consultation. Take the time to chat with your clients about their skincare goals and concerns, and ask them questions to gather the necessary information for their treatment plan.
Additionally, use this opportunity to visually assess their skin and note any concerns or red flags. This may include sun damage, dryness, acne, fine lines, wrinkles, or uneven skin tone.
You can also educate your clients about the importance of a personalized skincare routine during the consultation, and how their intake form will help you create a plan tailored to their unique needs and wants.
Download our free skincare intake form template
Using an intake form in your treatment process not only allows you to provide personalized and effective skincare plans for each client, but also helps streamline the appointment process and save time.
Our free template includes all the necessary components and questions, making it easy for you to create your own intake form. Simply sign up, download, and customize the form with your business information, and you’re ready to start providing top-notch treatments for your clients. Try a 14-day free trial here.