Client Information
Collect name, contact details, emergency contact, appointment date, and preferred communication.
4.8
on G2
Free Beauty & Wellness Template
Download a free client intake/consent template in Word, PDF, or Markdown. Or bring your notes, PDFs, or a recording and let Docsie AI fill in every section for you.
Generated by Docsie AI. See it turn real videos into finished guides →
Use this template to capture health, preference, and consent details before beauty or wellness services.
| Field | Details |
|---|---|
| Category | Beauty & Wellness |
| Owner | [Team or owner] |
| Version | [Version number] |
| Effective Date | [Date] |
| Review Cycle | [Monthly / Quarterly / Annual / Event-based] |
| Status | [Draft / In Review / Approved] |
Collect name, contact details, emergency contact, appointment date, and preferred communication.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Ask about allergies, medications, pregnancy, skin conditions, surgeries, devices, injuries, and physician restrictions.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Capture client concerns, desired outcome, prior treatments, product use, and sensitivity history.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
List yes/no screening items specific to the service and define when provider review is required.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
State service risks, expected results, aftercare responsibility, privacy acknowledgement, and right to stop treatment.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Include provider notes, approved modifications, declined service reason, signature, and date.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Template Structure
Use this beauty & wellness template as a starting point, then customize each section to match your internal workflow, evidence, and signoff needs.
Collect name, contact details, emergency contact, appointment date, and preferred communication.
Ask about allergies, medications, pregnancy, skin conditions, surgeries, devices, injuries, and physician restrictions.
Capture client concerns, desired outcome, prior treatments, product use, and sensitivity history.
List yes/no screening items specific to the service and define when provider review is required.
State service risks, expected results, aftercare responsibility, privacy acknowledgement, and right to stop treatment.
Include provider notes, approved modifications, declined service reason, signature, and date.
Write a Client Intake/Consent form for a beauty or wellness service. Structure with these Markdown sections:
Collect name, contact details, emergency contact, appointment date, and preferred communication.
Ask about allergies, medications, pregnancy, skin conditions, surgeries, devices, injuries, and physician restrictions.
Capture client concerns, desired outcome, prior treatments, product use, and sensitivity history.
List yes/no screening items specific to the service and define when provider review is required.
State service risks, expected results, aftercare responsibility, privacy acknowledgement, and right to stop treatment.
Include provider notes, approved modifications, declined service reason, signature, and date.
Service delayed one week due to recent retinol use. Client informed and rescheduled.
Bring what you already have: meeting notes, an old PDF, a spreadsheet, a walkthrough recording. Docsie AI drafts every section of this client intake/consent template in the structure above, then exports to Word, PDF, or Markdown for review and signoff.
Free to try. The template above was itself generated by Docsie — see it work on real videos at /tutorials/.
Document client reactions, product issues, and wellness service incidents
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Standardize sanitation steps for treatment rooms, tools, and devices
Document repeatable spa, salon, or wellness treatment steps
Template FAQ
Common questions about downloading and generating a client intake/consent template.
Q: What is a client intake/consent template?
A: A client intake/consent template is a structured document for capture health, preference, and consent details before beauty or wellness services.
Q: Is the client intake/consent template really free?
A: Yes. The client intake/consent template is completely free to download in Word (DOCX), PDF, and Markdown formats. No signup or credit card required to download.
Q: How do I turn a video into a client Intake/Consent?
A: Upload a process walkthrough, training recording, or screen capture to Docsie. The AI analyzes the video and generates a complete client Intake/Consent using this template's structure — every required field auto-filled from the footage.
Q: Can I edit the client intake/consent template after downloading?
A: Yes. The DOCX format opens in Microsoft Word or Google Docs. The Markdown format imports into Notion, Confluence, Docsie, or any markdown editor. Customize fields, add your branding, and adapt to your internal workflow.