Wellness & Beauty

Salon Client Intake Form Template

A salon client intake form is a form that collects a new client's hair type, past color and chemical treatments, allergies, scalp sensitivities and the look they want so a stylist can plan the service and run any needed patch tests before the client sits in the chair. This template asks the questions that change a color formula or rule out a relaxer, and lets clients upload inspiration photos so the consultation starts from a picture, not a guess.

Use this template — freeTry it first
16 questions
3 pages
~4 min
To fill in
Minimal layout
Mobile-ready
Free
No credit card
Salon Client Intake form beside a photo of a stylist talking with a client in a hair salon

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Photo by cottonbro studio on Pexels

Who it's for

Hair salons, independent stylists, colorists, barbers, booth renters and extension or keratin specialists welcoming new clients.

  • Sending a link with every new-client booking confirmation
  • Balayage, color correction or blonding consultations booked in advance
  • Bridal hair trials where you need photos of the dress and veil
  • Updating the client record card when a regular has a big change

What this template asks

Every question can be changed, removed or reordered once it's yours.

Your details

  1. First name*

    Short text

  2. Last name*

    Short text

  3. Email*

    Email

  4. Mobile number*

    Phone number

  5. Which service are you booked for?*

    Dropdown

    • Cut and style
    • All-over color
    • Highlights or balayage
    • Color correction
    • Perm or relaxer
    • Keratin or smoothing treatment
    • Extensions
    • Bridal or event styling
    • Not sure yet

  6. How did you hear about us?

    Multiple choice

    Optional

    • Instagram or TikTok
    • Google search
    • Friend or family
    • Walked past
    • Other

Hair history

  1. Hair texture*

    Multiple choice

    • Straight
    • Wavy
    • Curly
    • Coily

  2. Hair thickness*

    Multiple choice

    • Fine
    • Medium
    • Thick

  3. Which treatments have you had in the last two years?*

    Checkboxes

    • Salon color
    • Box dye at home
    • Henna
    • Bleach or lightener
    • Perm
    • Relaxer
    • Keratin treatment
    • None

  4. Have you ever reacted to hair dye or a hair product?*

    Multiple choice

    • No
    • Yes
    • Not sure

  5. Allergies, scalp conditions or sensitivities

    Long text

    Optional. For example: psoriasis, itchy scalp after color, nickel allergy

  6. How often do you use heat tools?*

    Multiple choice

    • Rarely
    • Once or twice a week
    • Most days
    • Every day

The look you want

  1. Describe the look you want*

    Long text

    What you love, what you never want again

  2. How much time do you spend styling each morning?*

    Multiple choice

    • Under 5 minutes
    • 5 to 15 minutes
    • 15 to 30 minutes
    • Over 30 minutes

  3. Inspiration photos

    File upload

    Optional. Up to 5 photos

  4. Agreement*

    Checkboxes

    • My answers are accurate and I agree to a patch or strand test if my stylist needs one

Tips for more responses

  1. 1

    Use conditional logic to ask about past reactions only when a client says they have had one.

  2. 2

    Turn on email notifications so the stylist on the booking sees the inspiration photos the night before.

  3. 3

    Use a PDF template to print each intake as a client record card that sits with the color formula.

Questions

What should a salon client intake form include?

Contact details, hair type and texture, natural and current color, color and chemical treatments in the last two years, use of box dye or henna, allergies and past reactions to hair products, scalp conditions, daily styling routine and heat use, the service and look they want, inspiration photos, and consent for a patch test.

Why do salons ask about box dye and henna?

Home dyes and henna can react unpredictably with lightener and professional color, causing uneven results or damage. Knowing about them in advance lets the colorist plan a strand test or change the service.

Do I need a patch test before coloring hair?

Many color manufacturers recommend a skin allergy test 48 hours before every oxidation color service, and some insurers require it. Follow the instructions on the products you use and your insurer's terms.

Can clients send inspiration photos with the form?

Yes. The form has an upload field for up to five photos, stored privately with the client's answers.

Is this salon client intake template free?

Yes. Copy it into a free Dculus Forms account, change anything you like and start collecting responses. No credit card is needed.

Can I change the questions?

Yes. Your copy opens in the form builder, where you can add, remove and reorder questions, change the layout and add your own branding.

Where do the responses go?

Responses arrive in your Dculus Forms workspace. You can export them to Excel or CSV, send them to Google Sheets or a webhook, and get email notifications.

Can I host it myself?

Yes. Dculus Forms is open source (GPLv3), so you can run it on your own servers and keep every response in your own database.

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