AI · MOBILE-FIRST · HIPAA-AWARE

Intake Forms for Estheticians

An esthetician intake form gathers a new client's skin history, current concerns, allergies, products in use, contraindications, and informed consent to treatments before the first appointment. Formfy drafts the intake, sends a mobile signing link, and stores each signed copy with a full audit trail.

Built for service businesses that need signed forms before the appointment, activity, treatment, rental, event, or job.

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Esthetics intake form

Esthetician intake form: a structured questionnaire and consent document a new client completes before a facial, peel, or skincare service, covering skin history, allergies, product use, contraindications, and informed consent to treatment.

What to include in a esthetics intake form

  1. Client identification and contact

    Legal name, date of birth, address, phone, and email.

  2. Skin history and current concerns

    Skin type, sensitivity, acne or rosacea history, and current skincare goals.

  3. Allergies and sensitivities

    Topical allergies, fragrance sensitivities, latex, and reactions to prior treatments.

  4. Current products and routine

    Active ingredients in use — retinoids, AHAs/BHAs, hydroquinone — and current routine timing.

  5. Medications and medical history

    Oral medications including isotretinoin, blood thinners, photosensitizers, and relevant conditions.

  6. Recent treatments and procedures

    Recent facials, peels, laser, microneedling, injectables, and waxing.

  7. Contraindications screening

    Pregnancy, active infection, sunburn, open wounds, or other contraindications.

  8. Informed consent to the requested service

    Client acknowledges the nature of the service, expected outcomes, and possible reactions.

  9. Photo release (optional)

    Optional consent for before-and-after photography for clinical records or marketing.

  10. Signature, date, and provider co-sign

    Electronic signature with timestamp captured before the first service.

A complete AI-powered esthetics intake workflow

AI CopilotStart OverBuilderHi! I'm here to help you build a signature-readyform. What activity is this for, and what infoshould it collect?Tip: Paste existing text — waiver, release, consent, intake.TRY AN EXAMPLEGym waiverMed spaEvent releaseRental waiverYogaMartial artsTattooYouthPhotoCreate an intake form for a personal-trainingsession with health acknowledgment, emergencycontact, and signature.105/3000

Describe your services

Tell Formfy the treatments offered, populations, and consent requirements — and the AI drafts the intake.

UPLOAD

AI-generated sections

Skin history, allergies, products, contraindications, and consent populate automatically.

SMS

Send by SMS or email

Deliver the intake link the moment booking confirms; clients complete it on their phone.

NOTIFY

Audit trail on every signature

IP, timestamp, and signature geometry stored on the signed intake PDF.

SHARE

Reusable template

Build the intake once; every new client receives a fresh prefilled link.

REUSE

Multi-channel send

Trigger the intake from your scheduler, your website, or a QR code at the desk.

Example prompts you can use today

Each example below generates a starting-point form you can review, customize, and send for signature.

Formfy AI Copilot

Build a Ready in seconds with AI.

Describe the activity and we'll draft a complete, signature-ready waiver.

Describe the waiver you need...

Why estheticians and skincare professionals switch to Formfy

Completed before the appointment

Send the intake link the moment booking confirms so the service opens on the treatment, not paperwork.

Mobile-first signing

Clients complete and sign on a phone — no clipboard, no front-desk wait.

Contraindications surface early

Isotretinoin, recent sun exposure, and active conditions appear before the client arrives.

Consent and photo release in one form

Informed consent and the optional photo release ride on the same intake.

Audit-ready storage

Every signed intake lives in your dashboard with IP, timestamp, and signature geometry.

Reusable across clients

Build the intake once; send it to every new client with their name prefilled.

How it works

From blank page to signed form in four steps.

1

Describe your services

Tell Formfy your treatments, populations, and consent requirements.

2

Generate the intake

AI drafts the intake with skin history, allergies, contraindications, and consent.

3

Send by SMS or email

Deliver the intake link with the booking confirmation.

4

Signed and stored

Signed intake lands in your dashboard with full audit trail.

Esthetics intake: paper vs PDF vs Formfy AI

FeaturePaperGeneric PDFFormfy AI
Time to first completed intake10-15 minutes in the waiting area5-10 minutes typing and emailingCompleted before the service opens
Mobile-friendlyNoAwkward pinch-zoom PDF viewerNative mobile form and signing
Audit trailNoneDate onlyIP, timestamp, signature geometry
ReusabilityReprint per clientRe-edit per clientOne template, prefilled per client
Contraindication surfacingDiscovered at the deskDiscovered at the deskSurfaced before the client arrives
Storage and retrievalFiling cabinetEmail or Drive folderSearchable dashboard with audit log
Cost per signed intakePaper, ink, scanner timeFree PDF + manual chaseIncluded from $19/month

Electronic signatures on esthetician intake forms are legally enforceable under the U.S. ESIGN Act of 2000 and UETA in 49 states.

Esthetics intakes can be completed and signed on a phone before the client arrives.

Mobile-first signing eliminates the front-desk clipboard for new client onboarding.

Reusable intake templates remove repeat data entry for every new skincare client.

Four steps from paper packet to mobile-signed intake

01

Describe

Tell Formfy the treatments, populations, and consent requirements.

02

Generate

AI drafts the intake with skin history, allergies, and consent.

03

Send

Deliver by SMS or email; client signs on their phone.

04

Store

Signed intake lands in your dashboard with full audit trail.

Works with the tools your estheticians and skincare professionals already use

MindBody

Send the intake alongside scheduled service confirmations.

Vagaro

Trigger the intake send on new client creation.

Square

Collect the signed intake and the deposit in the same booking flow.

Mailchimp

Add new clients to your post-service follow-up sequence.

Zapier

Route signed intakes to any tool in your stack via webhook.

Slack

Notify the provider the moment a new intake is signed.

Example workflow

A skincare studio confirms a new facial booking, the confirmation includes the intake link, the client completes skin history and consent on their phone the night before, and the esthetician reviews contraindications and recent product use before the appointment.

Frequently asked questions about esthetics intake forms

What is an esthetician intake form?

An esthetician intake form is a structured questionnaire and consent document a new client completes before a facial, peel, or skincare service — covering skin history, allergies, product use, contraindications, and informed consent.

Is an esthetician intake form legally required?

Esthetician intake requirements are governed by state and local cosmetology or esthetics boards rather than a single federal mandate. Most state rules expect documented client screening and informed consent before chemical or microneedling services.

How do I create an esthetician intake form?

Describe your treatments, populations served, and consent requirements to Formfy. The AI drafts an esthetics intake with skin history, allergies, contraindications, and informed consent, and you edit the fields before sending.

Do I need a lawyer to write an esthetician intake form?

You do not need a lawyer for a standard facial intake. Higher-risk services — peels, microneedling, advanced modalities — benefit from attorney review of consent language for the state in which you are licensed.

Are electronic signatures legal on esthetician intake forms?

Electronic signatures on esthetician intake forms can be legally enforceable under the ESIGN Act and UETA when intent, consent, identity, and records are properly captured.

What should an esthetician intake form include?

Client identification, skin history, allergies, current products, medications, recent treatments, contraindications screening, informed consent to the service, optional photo release, and signature with date.

How much does Formfy cost for a skincare practice?

Formfy starts at $19/month for the Basic plan with 100 submissions/month and includes a 15-day free trial. Higher tiers scale up to 2,500 submissions per month.

Can I customize the esthetics intake for my service menu?

Yes. Every section, question, and consent block is editable. Add service-specific screenings — peel depth response, microneedling bleeding-disorder questions, lash adhesive history — as needed.

Can a parent or guardian sign an esthetics intake for a minor?

Yes. Formfy supports parent or guardian e-signature blocks on the same intake so a minor's adult representative can sign on the client's behalf where state rules require it.

Can the intake include a photo release?

Yes. The same form can include an optional before-and-after photography consent, and the client's signature covers both the service consent and the photo release in one document.

Ready to replace paper intake with AI?

Start a free trial and generate, send, and store your first signed form today.