Client Book
Page 1 · Consultation
Contact details, a tick-box skin and health check (isotretinoin, retinoids, recent peels or injectables, cold sores, pregnancy), allergies and the client's skincare routine.
Free printable
Facial consultation form
A free consultation and intake form for estheticians. Page 1 is the client's skin and health check and skincare routine; page 2 holds the skin analysis, signed consent and a treatment record for every visit.
2 pages · Letter for the US & Canada, A4 for the UK, Australia & elsewhere · No sign-up
Page 2 · Skin analysis & record
Skin type, main concerns and goals, client signature, and one row per treatment: products or peel strength, how the skin reacted and notes for next time.
What's on the form — and why
| Section | Why it matters |
|---|---|
| Client details | To confirm appointments, send reminders and reach the client. The birthday is an easy reason to get in touch (50 ready-to-send messages). |
| Skin & health check | Isotretinoin, retinoids, recent peels, laser or injectables, sunburn and cold sores all change which treatments are safe. |
| Allergies | Skincare ingredients, fragrance, nut oils, aspirin and salicylates (relevant to salicylic acid peels) and latex. |
| Skincare routine | What the client already uses — especially actives — tells you how the skin will react and what to recommend. |
| Sunscreen | Clients who skip SPF need a different plan after peels and other exfoliating treatments. |
| Skin type & concerns | Your analysis and the client's priorities, side by side. |
| Consent & signature | The client confirms their answers and agrees to tell you about changes and reactions. |
| Treatment record | Exact products, peel strength and how the skin reacted — so you know where to start next time. |
Facial consultation questions to ask
Go through the form together at the first appointment and add these:
- What would you most like to change about your skin?
- How does your skin feel by the end of the day — tight, oily, both?
- What products do you use morning and night, and for how long?
- Have you had a reaction to any skincare product or treatment?
- Have you had peels, laser, microneedling, Botox or fillers recently?
- Are you taking any medication, including acne treatment or the pill?
- How much time do you spend in the sun, and do you wear sunscreen?
- Do you get cold sores?
- Is there an event coming up we should plan treatments around?
Contraindications to check first
The skin and health check is there so you can decide before you start. Common examples: clients who've taken isotretinoin (Accutane) recently usually shouldn't have waxing, peels or strong exfoliation; retinoids often need to be paused before peels and waxing; sunburned or freshly tanned skin should wait; an active cold sore usually means rescheduling; recent injectables can mean avoiding pressure on treated areas; pregnancy rules out some actives. Exact timings vary by treatment and product — follow your training, the manufacturer's guidance and your insurer. This form helps you ask the questions, it doesn't replace your judgment.
How to use it
- Before the first treatment, send the PDF or hand it over on arrival, and read the skin and health check before you start.
- Do your skin analysis and fill in page 2 together, then ask the client to sign.
- After every treatment, add a row: products, peel strength, how the skin reacted and a note for next time. Not sure what to charge? Try the service price calculator.
- At each visit, ask about new medication, products or treatments elsewhere, and update the form.
Other services too? See the client record card template, the nail consultation form and the massage intake form.
Keep client forms private
A consultation form holds personal and health information. Keep paper forms in a closed drawer or cabinet, not on the desk, and only write down what you need. In the UK and EU, client details, health notes and before-and-after photos are personal data under GDPR — the same goes for photos on your phone.
Paper form or app?
Paper works well for the first consultation, when the client fills in their health check and signs. Progress is harder to follow on paper: before-and-after photos end up in your camera roll, and the form isn't with you when a client texts to rebook. Client Book keeps each client's contact details, notes, tags and visit history on your iPhone, with a photo gallery where every photo can have a caption — the peel you used, the date, how the skin reacted. It reminds you of birthdays and lets you export your client list to a CSV file at any time — your data stays yours.
Questions
Is the facial consultation form really free?
Yes. Download, print and copy it as often as you like — no email or sign-up needed.
What should be on a facial consultation form?
The client's contact details, a skin and health check (isotretinoin, retinoids, recent peels, laser or injectables, sunburn, cold sores, skin conditions, pregnancy), allergies, medication, their skincare routine and sunscreen use, skin type and concerns, a signed consent and a record of every treatment.
Is this the same as an esthetician intake form?
Yes. "Intake form" and "consultation form" are used for the same thing — the questions a client answers before their first treatment. This form covers both the intake questions and the skin analysis.
How often should a client update the form?
Ask at every visit whether anything has changed — new medication, new products, treatments elsewhere, a pregnancy — and update the form when it has. Many estheticians ask regular clients to review and re-sign once a year.
Letter or A4 — which one should I download?
Letter is the standard paper size in the US and Canada. A4 is used in the UK, Australia and most other countries. The content is the same.
Can I fill it in on my phone or iPad?
The PDF is made for printing, but you can also write on it in any PDF app that supports annotations, such as Markup on iPhone and iPad.