Free template
Beauty, nail & lash client consultation form – free template (PDF)
Two A4 pages to print: client details and health questions with a patch test record and consent, plus a treatment log for every visit. No sign-up, no email.
Download the PDF (PDF, A4)
What's on the form
- Client details and how they found you
- Skin type, allergies and sensitivities, medication, pregnancy, contact lenses
- Patch test record: date, product with batch number, result
- Wishes and notes
- Consent to keep their details and to before/after photos
- Treatment log: date, treatment, products / colour / batch, notes, price
What works in practice
- Write down the product and its batch. Not "the usual adhesive" but the brand and batch number. If there is a reaction, you know straight away what was used.
- Re-check health questions at every visit. New medication, a pregnancy or a new allergy changes what you can safely do.
- Book the next appointment on the card. Infill, refresh or the next patch test: if it is written down, nobody has to remember.
- Keep the cards locked away. Health details are special category data under data protection law. This template is not legal advice.
Rather keep it on your iPhone than in a folder?
Mobies keeps the same record on your phone: allergies, notes and every visit on the client card, plus your appointment book, who still owes you and the day’s takings. Works offline, no account, your data stays on your phone. No commission on bookings.
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