Client consultation form template for hair salons and barbershops

Copy this consultation form, replace the parts in brackets, and have every client fill it in before color, lightener, perm, relaxer or keratin. Knowing the hair's history before you mix keeps surprises out of the chair, and a signed form records what the client told you.

The form, ready to copy

[Business name] hair color consultation

Client name: ____________ Phone: ____________ Date: ____________

Has your hair had any of these in the last 12 months? Color, including box dye or henna / Lightener or highlights / Perm, relaxer or keratin / None of these

What was done and when? ________________________________

Have you ever reacted to hair dye, with itching, redness or swelling? Yes / No

Is your scalp sensitive, broken or irritated right now? Yes / No

Patch test: I would like a patch test before my color service / I had a patch test here in the last [6] months / I decline a patch test

I understand that results depend on my hair's history and condition, and that reaching my goal may take more than one visit. Initials: ____

Signature: ____________________

Follow the patch test timing of the color brand you use. Add a line for anything your stylists always ask, such as the goal shade or a photo of the look the client wants.

How to use it

Have clients sign it online with Belcome

  1. In Settings, open Forms and tap Add from a template. Hair salons and barbershops see Hair color consultation, ready to use.
  2. Edit any question, add a field with Add field, and pick the type: Yes or no, One choice, Several choices, Initials or Signature.
  3. Under Services that ask for it, pick your color and chemical services, and under Ask again choose Once a year or Every visit.
  4. Clients get a link in their booking confirmation to fill in and sign the form from their phone before the visit. Someone who walks in can sign it on your tablet with Sign forms at the front desk.
  5. The visit shows Forms pending or Forms signed, and the client's record keeps every signed form under Signed forms, with Open PDF for a copy.

Try Belcome free for 14 days

More answers in the Belcome help

No-show and cancellation policy template for salons, barbershops and spas

Massage intake form template for spas and massage therapists

Lash extension consent form template for lash artists

Booth rent vs commission: calculator for salons and barbershops

Questions about salon consultation forms

What should a hair color consultation form ask?

The hair's history over the last year (color, box dye, henna, lightener, perm, relaxer, keratin), any past reaction to hair dye, the state of the scalp today, the patch test choice, and the client's signature. The template above covers each of these.

Do clients have to fill it in at the salon?

No. With Belcome, the booking confirmation carries a link to fill in and sign the form on the client's phone before the visit. Clients who did not can sign it at the front desk on your tablet.

How often should a client sign it again?

Belcome asks again once a year by default. Change Ask again to Every visit if you want fresh answers each time.

Can I use my own questions?

Yes. Start from the template and edit, add or remove fields. Changing the questions creates a new version, and forms already signed keep the wording the client saw.

Is this a legal or medical document?

It is a starting point that records what the client told you. Follow the instructions of your color brand and the rules of your state board, and adapt the wording to your salon.