Free salon template

Salon client intake & consultation form template

Capture what you need from a new client to give a safe, personalized service: contact details, allergies and health, patch test, and consent. Keep the sections that fit your trade, then print or download. No signup.

Build your form

Name your salon, keep the sections you want, and add your own questions. Then print blank copies for new clients to fill in, or download the text to edit. Your edits stay in this tab and are not saved to an account.

Your salon
Sections to include

Name, phone, email, date of birth, emergency contact, referral source.

Services wanted, preferred stylist, and the result the client is after.

Recent color, chemical, or home treatments, and current condition.

Known allergies and any past reaction to a product or service.

Conditions, medications, pregnancy, or injuries that affect a service.

Patch-test record for color and chemical services.

Permission to photograph work and share it.

Opt-in for appointment reminders and offers.

Client confirms they know your cancellation policy.

Client signature, date, and guardian line for minors.

Your own questions

Your form

NEW CLIENT INTAKE & CONSULTATION FORM

[Salon name]

This template is provided for general information only and is not legal or medical advice. An intake form collects personal, and sometimes health, information, so you are responsible for storing it securely and using it lawfully. Privacy rules (such as GDPR, UK GDPR, CCPA, PIPEDA) and rules on patch tests, consent, and treating minors vary by state and country. Confirm this form meets the law where your business operates, and have a qualified advisor review it before use.

Welcome to [Salon name]. Please complete this form so we can give you a safe, personalized service. Your answers are kept confidential.

Date: ____________________

CONTACT DETAILS

Full name: _______________________________________________

Phone: ____________________ Email: ____________________

Date of birth: ____________________

Address: _______________________________________________

Emergency contact (name & phone): _______________________________________________

How did you hear about us? _______________________________________________

TODAY'S VISIT

Service(s) you would like: _______________________________________________

Preferred stylist or therapist (if any): ____________________

What result are you hoping for? _______________________________________________

Where did you last have this service, and when? _______________________________________________

SERVICE HISTORY

Have you had any of the following recently? Please note dates or products used.

Color, highlights, or chemical treatment: _______________________________________________

Keratin, relaxer, perm, or straightening: _______________________________________________

Home color, box dye, or henna: ____________________ If yes, when? ____________________

How would you describe your hair / skin / nails right now? _______________________________________________

ALLERGIES & SENSITIVITIES

Do you have any allergies or sensitivities (e.g. to dyes, latex, fragrance, nickel, adhesives, products)?

_______________________________________________

Have you ever reacted to a salon product or service? If yes, describe: _______________________________________________

HEALTH INFORMATION

Some conditions and medications can affect a service. Please tell us what is relevant.

Medical conditions we should know about: _______________________________________________

Medications or supplements you take: _______________________________________________

Are you pregnant or breastfeeding? ____________________

Any skin conditions, recent surgery, or injuries in the treatment area? _______________________________________________

PATCH TEST (COLOR & CHEMICAL SERVICES)

For color and some chemical services, a skin patch test may be required before your appointment.

Patch test completed? [ ] Yes, on ____________________ [ ] Not required for my service [ ] I decline (I understand the risk)

Client initials: ____________________

PHOTO & SOCIAL MEDIA

May we photograph your service and use the images on our website or social media? No names are shared.

[ ] Yes, I consent [ ] No Client initials: ____________________

STAYING IN TOUCH

May we contact you with appointment reminders and occasional offers?

[ ] Yes, by text [ ] Yes, by email [ ] No, appointment matters only

You can change this or unsubscribe at any time.

SALON POLICIES

I have been informed of the salon's cancellation and no-show policy, and I agree to give the notice required to cancel or reschedule.

Client initials: ____________________

CONSENT & ACKNOWLEDGMENT

The information above is true and complete to the best of my knowledge. I understand it helps the salon provide a safe service, and I will update the salon if anything changes. I release the salon from liability for reactions arising from information I did not disclose.

Client signature: _______________________________________________

Print name: ____________________ Date: ____________________

Parent or guardian (if client is a minor): _______________________________________________

Stylist / therapist: ____________________

[Salon name]

Print blank copies for new clients, or choose Save as PDF in your browser's print dialog. Blank fields stay marked in [brackets] so you can find them. This template is general information, not legal or medical advice; confirm it meets the privacy and consent rules where you operate.

Download a blank template (.txt)

Why a good intake form matters

A new client intake and consultation form is the first thing that protects both your client and your business. It surfaces allergies, sensitivities, recent chemical work, and health details that change how, or whether, a service is safe to perform. For color and chemical treatments a recorded patch test is often expected by product suppliers and insurers, and the form is where you capture it. Ten minutes at the front desk prevents the reactions and mismatched expectations that cost far more later.

Keep it short enough that clients actually finish it, and shaped to your trade. A barber, a nail studio, a lash and brow room, and a med-spa each need different questions, so keep the sections that apply and drop the rest. Pair the form with a quick spoken consultation, note the agreed plan, and file the completed form securely: it holds personal and sometimes health information, so store it safely, limit who can see it, and keep it only as long as you need.

Rules on consent, patch tests, treating minors, and handling personal and health data vary by state and country, so this template is general information rather than legal or medical advice. Confirm your form meets the privacy and consent rules where you operate before you rely on it.

Setting up the rest of your salon? Set your cancellation policy, build your price list, write a booth rental agreement, or let your salon AI handle intake and consultations for you.

Is this salon client intake form template free?
Yes. Choose the sections you want, then print blank copies for new clients or download the text to edit. Print / Save PDF opens your browser's print dialog, where you can choose a PDF destination. No account is required.
What should a salon client intake form include?
Contact and emergency details, the service the client wants and the result they are after, relevant service history (recent color, chemical, or home treatments), allergies and sensitivities, health information and medications that affect a service, a patch-test record for color and chemical work, photo and marketing consent, an acknowledgment of your salon policies, and a signature. This template lets you keep the sections that fit your trade and drop the rest.
Do I need a patch test consent on the form?
For many color and chemical services a skin patch test is expected before the appointment, and manufacturers and insurers often require you to record it. The patch-test section captures whether the test was done, when, or that the client declined and accepts the risk. Confirm what your product suppliers and insurer require where you operate.
How do I store the information clients give me?
An intake form collects personal, and sometimes health, information, so you are responsible for keeping it secure and using it only for the service. Store completed forms safely, limit who can see them, keep them only as long as you need, and follow the privacy rules that apply to you (such as GDPR, UK GDPR, CCPA, or PIPEDA). This template is general information, not legal advice.
Is this legal or medical advice?
No. This is a general template for information only. Rules on consent, patch tests, treating minors, and handling personal and health data vary by state and country, so confirm your form meets the law where your business operates and have a qualified advisor review it before use.
Free salon client intake & consultation form template | SalonAI