This is a free client intake form template you can adapt for your beauty business. It covers the shared essentials every pro needs, plus profession-specific sections you can keep or drop. In Glam Boss AI Studio, these answers live on each client's profile — the form fills the record, not a stack of paper.
An intake form does two jobs at once: it protects you (allergies, contraindications, and consent on record before you touch a client) and it personalizes the experience (preferences, history, and goals noted from day one). The template below is a starting point — edit it to match your services and your state or country's consent requirements.
Edit freely — these fields are a starting point, not a prescription.
Section 1: Client & Contact Details
Essential contact fields
Section 2: History & Profile
Shared history fields
Section 3: Profession-Specific Fields
For Hairstylists
Hair-specific intake
For Estheticians
Skin-specific intake
For Lash & Brow Artists
Lash-specific intake
Section 4: Health & Consent
Consent fields
From Paper Form to Client Record
A paper intake form protects you once. A client record protects you every visit. When intake answers live on the client's profile in Glam Boss AI Studio, the form becomes the foundation of a relationship — and the details update themselves after every appointment.
Start with this template, then let the platform store it where it belongs: on the client.
The form fills the record, not a filing cabinet.
What is a client intake form for beauty professionals?
An intake form captures the details you need before a first appointment — contact info, skin or hair history, allergies and sensitivities, and consent to treatment — so you're prepared and your records are complete from day one.
Can I store intake answers in Glam Boss AI?
Yes. Intake answers belong on the client's record in the client management CRM, organized by profession-specific beauty profile fields and notes — so the form fills the profile, not a separate filing cabinet.
Is this template free to use?
Yes. This template is a starting point you can adapt. Capturing intake in Glam Boss AI Studio — storing it on each client's profile — starts with the Starter plan at $19.99/month and a 7-day free trial.
Which fields should an intake form include for my profession?
It varies — a hairstylist needs color history and allergies, an esthetician needs contraindications and skin conditions, a lash artist needs sensitivity and lash health. The template below covers the shared essentials, plus profession-specific sections.