Do I need a client intake form as an esthetician?
Yes. Most state boards expect documentation of client history and consent. An intake form also protects you in the event of a reaction or complaint and helps you give better, safer treatments.
Free intake template
New Client Intake Form Template
A printable intake form covering skin goals, allergies, current routine, and contraindications. Use it for first appointments and annual client refreshes.
New Client Intake Form Template preview
What this template covers
- Contact and emergency information
- Skin goals and current routine
- Allergies, medications, and recent procedures
- Concerns, ingredients to avoid, and communication preference
Copy the text, print directly, or download a .txt file you can edit anywhere.
Preview
New Client Intake Form
New Client Intake Form Client name: ______________________________ Phone: _____________________________________ Email: _____________________________________ Date of birth: _____________________________ Emergency contact: _________________________ Primary skin goals: ________________________ Current skincare routine: __________________ Known allergies or sensitivities: __________ Recent treatments or procedures: ___________ Current medications or topical prescriptions: __________________________ Pregnant or nursing? Yes / No / Prefer not to say Skin concerns: Acne / Pigmentation / Dryness / Oiliness / Sensitivity / Aging / Other Products or ingredients to avoid: __________ Preferred communication method: Text / Email / Phone Client signature: __________________________ Template note: This is a business template for general education and convenience. It is not legal, medical, financial, or compliance advice. Review and adapt it for your location, license rules, booking platform, and business policies.
Customize this for your business
Save a customized version with your business name, fees, and contact preferences inside the Esthi toolkit. Free to start — no credit card.
How to use this template
Use it at the first appointment
Have new clients fill it out before they sit down. It frames the consult and surfaces contraindications before you start prepping the room.
Refresh once a year
Skin, lifestyle, and medications change. A short annual refresh keeps your file accurate and protects you if a reaction is investigated later.
Tailor a few prompts to your menu
If you mostly do peels, add peel-specific contraindications. If you focus on waxing, expand the medication and depilatory section.
Store it the same way every time
Pick one system — a binder, a cloud folder, or your booking platform — and consistently file every intake there. Consistent storage is what makes the form usable later.
Esthi hub
Esthetician policies hub
Cancellation, no-show, refund, consent, and intake templates in one place — with notes on when each one matters and which calculators they pair with.
Open the policies hub →Frequently asked questions
What should be on a basic esthetician intake form?
Contact info, emergency contact, skin goals, current routine, allergies, medications, recent procedures, pregnancy or nursing status, and a signature block. This template covers each section.
Can I collect intake forms digitally?
Yes, and most booking platforms support digital intake. Make sure clients sign and date it, and that you can produce a copy if asked. Store it as carefully as you would a paper file.
Is this HIPAA compliant?
Most esthetician practices are not HIPAA-covered entities. Still, treat intake information as sensitive — limit who can see it, store it securely, and avoid sharing details outside your business.
Is this a medical or legal document?
No. This template is for general intake. It is not medical, legal, or compliance advice. Adjust it for your license rules and have a licensed professional review if you are unsure.