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
- Ask before the first chemical service and again once a year, or at every visit if a client's answers change often.
- Read the answers before the client sits down: a box dye or henna in the history, or a past reaction, changes the plan for the visit.
- Keep the signed form with the client's record, so any stylist who sees them next knows what was said and when.
Have clients sign it online with Belcome
- In Settings, open Forms and tap Add from a template. Hair salons and barbershops see Hair color consultation, ready to use.
- Edit any question, add a field with Add field, and pick the type: Yes or no, One choice, Several choices, Initials or Signature.
- Under Services that ask for it, pick your color and chemical services, and under Ask again choose Once a year or Every visit.
- 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.
- 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.
More answers in the Belcome help
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