Client Book
Page 1 · Consultation
Contact details, a tick-box health check, allergies, past reactions to gel or acrylic, what's on the nails now and habits that are hard on nails.
Free printable
Nail client consultation form
A free consultation form for nail techs. Page 1 is the client's health check, allergies and nail history; page 2 holds their preferences, signed consent and a treatment record for every appointment.
2 pages · Letter for the US & Canada, A4 for the UK, Australia & elsewhere · No sign-up
Page 2 · Preferences & record
Shape, length and finish, colors they love, things to avoid, client signature and one row per appointment: service, products, colors, price and notes.
What's on the form — and why
| Section | Why it matters |
|---|---|
| Client details | To confirm bookings, send reminders and reach the client if you're running late. The birthday is an easy reason to get in touch (50 ready-to-send messages). |
| Health check | Infections, broken skin and some conditions mean you should stop or change the service. A tick box is quicker for the client than writing it out. |
| Allergies | Acrylates (including HEMA), latex, adhesives and fragrance. The one thing you never want to find out halfway through a set. |
| Past reactions to gel or acrylic | Itching, redness or swelling after a previous service is a warning sign. Ask what happened and which product was used. |
| Nail history | What's on the nails now and how it was removed tells you how much time to book and what condition to expect. |
| Lifestyle | Hands in water, cleaning products, gym or a keyboard all day — it changes the length, shape and system you recommend. |
| Preferences | Shape, length, finish, colors they love and what they didn't like last time. |
| Consent & signature | The client confirms their answers and agrees to tell you about changes. Re-sign when something important changes. |
| Treatment record | Exact products and colors used, price and one note for next time — so a refill starts where the last set ended. |
Nail tech consultation questions to ask
The form covers the basics. These questions fill in the rest and take a couple of minutes at the start of the first appointment:
- What would you like done today, and is it for a special occasion?
- Do you have a photo of a look you like?
- What shape and length suit your day — work, sports, kids, typing?
- What's on your nails now, and how was it put on and taken off?
- How long did your last set last before it lifted or chipped?
- Have you ever had itching, redness or swelling around your nails after a service?
- Any allergies — to nail products, latex, adhesives or fragrance?
- Are you taking any medication, or is there anything about your health I should know?
- How often would you like to come back for a refill or a new set?
- How would you like me to remind you about appointments — call, text or email?
When to stop or change the service
The health check is there so you can decide before you start. Signs of a nail or skin infection, open cuts, swelling or broken skin around the nails usually mean you don't go ahead and suggest the client sees a doctor or podiatrist first. Conditions such as diabetes or poor circulation often mean being extra gentle with cuticle work and filing. Follow what you were taught on your course, local rules and your insurer — this form helps you ask the questions, it doesn't replace your training.
Why the form asks about gel and acrylic reactions
Allergies to acrylates — the ingredients in gel polish, builder gel and acrylic, such as HEMA — usually show up as itching, redness, swelling or blisters around the nails or on the fingertips, sometimes days after the service. Once someone is sensitized it usually lasts for life, and it can affect other products later, including some dental and medical materials. Writing down past reactions, the products used and avoiding product on the skin protects your client and you.
How to use it
- Before the first appointment, send the PDF or hand it over on arrival, and go through the health check together.
- Ask the client to sign page 2 once you've talked through their answers.
- After every visit, add a row to the treatment record: service, products, colors, price and a note for next time. Not sure what to charge? Try the service price calculator.
- At each visit, ask if anything has changed — new medication, a reaction, a pregnancy — and update the form.
Need a general card for other services too? Use the client record card template.
Keep client forms private
A consultation form holds personal and health information. Keep paper forms in a closed box or drawer, not on the desk, and only write down what you need. In the UK and EU, client details count as personal data under GDPR — the same goes for nail photos and notes on your phone.
Paper form or app?
Paper works well at the first appointment, when the client fills in their health check and signs. Day to day, it gets harder: the form isn't with you when a client texts to book, and you can't search a box of cards for "who had the almond chrome set". Client Book keeps each client's contact details, notes, allergies, tags and visit history on your iPhone, with photos of every set and a caption for the colors and products you used. 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 nail 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 nail consultation form?
The client's contact details, a health check (infections, broken skin, skin conditions, diabetes, circulation, pregnancy), allergies including acrylates and HEMA, past reactions to gel or acrylic, what's on their nails now, lifestyle, preferred shape, length and finish, a signed consent and a record of every treatment.
Does a client need to fill it in at every appointment?
No. They fill it in once, at the first visit. At each appointment, ask if anything has changed and update the form — a new reaction, medication or pregnancy is worth a new signature.
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 use it for pedicures?
Yes. The health check covers hands and feet, and the treatment record works for any nail service. Write "pedi" in the service column and note anything specific to feet in the notes.
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.