Becoming an Aesthetic Detective with Intake Forms

October 3, 2019

Do you love watching Sherlock Holmes and his sleuthing ability? As facialists, we often need to be detectives too. By this, I mean that anything and everything we can learn about a client’s skin provides us with clues that will lead us to the best treatments for the individual. This is where the client history card or intake form plays an essential role, not only on the first spa visit but on every consecutive visit. We want long-term converts.
The design and format of your intake form comes down to personal choice. There are plenty of templates online to choose from. For example, after gathering all the necessary information on the first two pages we attach blank sheets to write notes on as well as keep digital records. Obviously, some of the data contained on these forms is for marketing purposes. However, in this article, I want to focus on safety and efficacy. The advanced protocols used in facial treatments today warrant detailed information being shared to protect both the client’s well-being and ours.
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