The Importance of Intake Forms for Estheticians

This is a crucial step that EVERY esthetician needs to take before performing ANY treatments…

Client intake forms. I know, I know, it’s not the sexiest topic. But it’s a topic we need to discuss. 

An intake form is a very important document that captures all of the information about your client’s needs and preferences before conducting any treatment. It’s your responsibility as the esthetician to be recommending treatments and services that will fit your client’s needs - and what better way to do that than through an intake form? 

Let’s go over a few of the reasons why you need to have your clients fill out intake forms AND how you can customize them to make sure you’re asking the right questions. 

It’s the key to understanding your client’s goals! 

An intake form is the most effective way to dive deeper and understand your client. This will not only help you and your client build a trusting relationship, but it’ll also help you better serve them. 

Before performing any treatment whatsoever, you as the professional should be taking the time to understand their current needs and how you can help them achieve their goals through your services. (Plus, let’s be honest, when it comes to skin, we don’t want to take any risks. Go the extra mile and ask the right questions!) 

It helps you keep track of progress. 

You should be having your client fill out an intake form at every single visit. It’s the best way to measure the progress they’re having from the treatments. This might sound redundant to your client but you’d be surprised how quickly things can change overnight. You never know if their skin conditions have changed or what other external factors have shifted from the last visit… plus, this is a great opportunity to upgrade and offer add-ons. So, do your due diligence and have them fill out an intake form every single time! 

It keeps you out of trouble. 

I’m pretty sure the last thing you’d want to have happen is to see your client having an allergic reaction or any kind of negative response to treatment. There is A LOT to consider when you’re dealing with skin. An intake form will dig into your client’s medical history, their personal skin history, and give you EVERYTHING you need to know to make sure you carry out a safe and effective treatment. 

If you’re unsure what to include in your intake form, as always, we’ve got you covered!

We are happy to help you create a custom intake form. We love consulting and building custom branded forms for our community, and that includes you! We like to include things like a 1-page “day of appointment” form for all clients to fill out, new and old. We all need intake forms, but I know it’s hard to carve out the time to create a custom form (that’s also super cute) that will ask ALL of the right questions, so let us help!

We will make sure that you have everything and anything you need to effectively get to know your clients, from a “day of appointment” form for all clients to fill out, both old and new (this will cover you every time) to the most important questions to be asking about skin type, skin concerns, and more. So if this sounds like a project you want to begin, email us at info@glowskincarela.com today! Our team will get you more details and schedule a design consultation where we will spend 2 dedicated hours to help create your dream intake form and menu (pricing starts at $350). Email us for more information at info@glowskincarela.com.

Now go and get your intake on! 

xoxo

Kasey

To hear more, tune into our podcast episode!