Template library · Intake forms
Facial Treatment Intake template
Please complete before your facial appointment.
- 14 fields across 3 sections
- Included with MyWellOps
- Edit it, or save your own version
What’s in it
- DateDate
- PractitionerText
Contact Info
- Full nameText
- Phone numberText
- EmailText
Skin & Health Profile
- Skin typeChoice
- OtherText
- Allergies (products, fragrances, latex)Text
- Recent cosmetic procedures (Botox, peels, etc.)Text
- Are you pregnant or nursing?Choice
- Main concerns for this facial (check all that apply):
- Acne
- Dullness
- Dryness
- Aging
- Congestion
- Redness
Preferences
- Preferred pressure/intensityChoice
- What would you like your skin to feel/look like after?Text
- Client signatureSignature
- Date signed (client)Date
When to use it
Send an intake form when a new client books, so their history, contact details and reasons for coming are in front of you before the first appointment rather than taken down during it.
How it works in MyWellOps
- Choose it from Documents and adjust the questions to your practice.
- Send it to the client, who completes it in their client portal.
- Their answers are kept on the client’s record, ready for the first session.
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