Facial Intake Forms

Download a free Facial Intake Form template for tailored skin assessments. Use it for personalized skincare planning to enhance skin health and performance.

By Ericka Pingol on Apr 08, 2024.

Fact Checked by Ericka Pingol.

Use Template

What is a Facial Intake Form?

The skin is a primary barrier against environmental elements, regulates temperature, and prevents moisture loss. Healthy skin is characterized by its even tone, smooth texture, and absence of imperfections. Various factors influence skin health, including diet, hydration, sun exposure, and skincare routines.

Skincare professionals use a to understand their client's skin type, texture, hydration levels, and any specific concerns or sensitivities. This form includes the client's name, address, contact details, health history, skin type, and cosmetic and skincare goals. It may also include questions about lifestyle habits such as diet or exercise that can influence skin health.

These details help professionals design a personalized skincare regimen that addresses a client's needs. This may involve recommending products with ingredients tailored to address concerns such as dryness, oiliness, acne, pigmentation irregularities, fine lines, wrinkles, and more.

Printable Facial Intake Form Template

Download this Facial Intake Form Template to streamline the intake process.

How does it work?

The Facial Intake Form can help you thoroughly evaluate your client's concerns and needs. Here's how to use the template:

Step One: Access the form

Download the printable Facial Intake Form for free via the link on this page or the Carepatron app. You can also find the template in our extensive resources library.

Step Two: Gather information about your client

Ask your client to provide essential details such as their name, age, skin type, and any known allergies or skin conditions. Additionally, ask them to share insights about their current skincare routine, the beauty products, and any specific concerns they'd like to address.

Step three: Ask client to define their goals

Tell your client to identify their skincare goals. Examples may include achieving a brighter complexion, reducing wrinkles, or improving hydration levels.

Step four: Recommend products and treatments

Recommend suitable products and treatments based on the information you've gathered from your client. Make sure that the products you suggest are free of any ingredients that may not be suitable for the client's skin type or allergies.

Facial Intake Form Example (Sample)

Our team has made a Facial Intake Form PDF example to illustrate how this form works in practice. You can use it for educational purposes or as a reference. You may view the sample here or download it as a PDF.

Download the free Facial Intake Form Example (Sample):

Facial Intake Form Example (Sample)

When will you use this template?

You can use our free Facial Intake Form template when starting a new client consultation. The template is suitable for both in-clinic and virtual consultations, making it an invaluable resource for any beauty professional. You can also utilize this form to:

Understand the client's expectations and desired outcomes

You can use the Facial Intake Form to better understand your client's expectations, goals, and desired outcomes. This can help you develop a suitable skincare plan that meets their individual needs and provides them with the best possible results.

Keep track of changes over time

The template is also an effective way to track changes in the client's skin condition over time. This will ensure that any treatments and products you recommend are still suitable for their needs, allowing you to adjust your skincare plan accordingly.

Facilitate better communication

The Facial Intake Form can help foster better communication between you, the skincare professional, and your client. It allows for open discussion about the client's skin health history, lifestyle habits that may affect their skin, and their current skincare regimen. This insight can guide you in providing personalized advice and recommendations.

Provide a record for legal protection

Maintaining a thorough record of clients' skin conditions, treatments, and progress benefits the clients and skincare professionals and is a safeguard for legal protection. In case of any unforeseen circumstances, the Facial Intake Form can provide crucial evidence that proper procedures were followed and that all relevant information about the client was considered.

Benefits of free Facial Intake Form template

Our free printable Facial Intake Form offers many benefits for you and your clients. Here are some of them:

It's entirely digital

Our template comes in a digital format, allowing you to use it anywhere. You can easily save, share, and print the form for clients or other skincare professionals.

It's prefilled with relevant questions

The template automatically includes essential questions to help you evaluate your client's skin health. This ensures that nothing important slips through the cracks during your assessment.

It's customizable

You can customize the Facial Intake Form to fit your client's needs and the treatment you'll provide. You can easily add or remove questions and adjust its layout for a more personalized user experience.

It's versatile

The Facial Intake Form template is easy to use and can be used for various skincare treatments, from facial to body treatments. This makes it an excellent tool for both new professionals and seasoned experts.

Clinical documentation software positive feedback
Who benefits from the Facial Intake Form?
Who benefits from the Facial Intake Form?

Commonly asked questions

Who benefits from the Facial Intake Form?

Skincare and beauty experts use the Facial Intake Form to tailor treatments and services to clients' unique skin health and beauty preferences.

What's included in the Facial Intake Form?

The Facial Intake Form typically covers client details, skin assessment data, beauty preferences, and treatment suggestions.

When is the Facial Intake Form used?

Skincare professionals utilize the form during client consultations to gather information, assess skin health, comprehend beauty goals, and design customized treatment plans.

Join 10,000+ teams using Carepatron to be more productive

One app for all your healthcare work