Client Information
Collect name, contact details, emergency contact, appointment date, and preferred communication.
4.8
on G2
Free Beauty & Wellness Template
Capture health, preference, and consent details before beauty or wellness services
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.
Record a walkthrough, training session, or process demonstration. Docsie AI turns it into structured documentation using this template as the starting framework.
Use the template manually, or let Docsie generate the first draft from source footage.
Document client reactions, product issues, and wellness service incidents
Guide cosmetic or wellness product development from concept to lab sample
Standardize sanitation steps for treatment rooms, tools, and devices
Document repeatable spa, salon, or wellness treatment steps
Template FAQ
Common questions about using and generating a client Intake/Consent.
Q: What is a client Intake/Consent?
A: A client Intake/Consent is a structured document for capture health, preference, and consent details before beauty or wellness services.
Q: Can I download this client Intake/Consent as Word or PDF?
A: Yes. This page includes free downloads in DOCX, PDF, and Markdown formats so you can edit, share, or import the template into your documentation system.
Q: Can Docsie generate this from a video?
A: Yes. Upload a process walkthrough, training recording, or screen capture to Docsie, then use this template structure to generate a first draft automatically.