Client basics
Identify the client and the appointment.
Collect enough information to match intake to a booking and contact the client if plans change.
- Name, phone, and email.
- Preferred contact method.
- Date, barber, location, or booking reference.
Describe your services and consultation routine. Makeform creates a barber shop client intake form for contact details, cut preferences, styling habits, reference photos, and appointment context.
Send new-client details to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt its details, or send it to the builder. Every example stays editable before publishing.
Audience
New clients booking a standard cut
Format
Mobile intake with preferences and photo upload
Prompt size
205 chars
Example form structure
Mobile intake with preferences and photo upload
Name and contact details
Current style and desired result
Top, sides, neckline, and sideburn preferences
Upload a style reference
Anything to discuss with your barber?
Suggested routing tags
New clients
Cut consultations
Beard services
Ask about daily styling and maintenance; a reference photo does not reveal the client's routine.
Step 1
Introduce
contact details and first-visit context
Step 2
Describe
current hair, desired cut, and routine
Step 3
Show
reference photos and specific preferences
Step 4
Prepare
barber reviews notes before consultation
A better first consultation
Intake supports the live consultation with concrete details about lengths, reference images, styling effort, and growth patterns.
Collect what the client wants to keep, change, or avoid before the chair-side conversation.
Pair inspiration uploads with notes about the taper, top texture, or beard line that matters.
Show beard questions only for beard services and parent fields only when someone completes intake for a child.
Fits the service menu
Use conditional questions to keep quick-cut intake short while gathering detail for beard work, children's cuts, or restyles.
Contact information, typical cut, preferred lengths, neckline, sideburns, routine, and reference images.
Separate preference paths for the haircut, beard outline, mustache, neck line, and grooming products.
Parent contact, communication preferences, clipper comfort, haircut goals, and instructions to review together.
Multiple photo angles, desired change, daily maintenance, lifestyle constraints, and openness to alternatives.
Build the intake
Describe the way your barbers consult, review the generated questions, and put the finished form where new clients already book or check in.
List common appointments, shop terminology, and decisions clients should consider in advance.
Add your service names and guard lengths, then require only essential contact and preference fields.
Reveal beard, child-client, or restyle questions only when the selected service makes them relevant.
Link the form after booking, embed it on your site, or place a QR code at reception.
Choose the right intake method
Capture useful details and references so the live consultation can focus on the client and the workable result.
Field guide
Use six focused sections without making first-time clients decode professional terminology or complete a long questionnaire.
Client basics
Collect enough information to match intake to a booking and contact the client if plans change.
Current hair
Place the desired style beside current length, usual cut, and growth patterns. Use plain-language questions.
Desired result
Ask what should stay and change. Let clients describe a silhouette without knowing guard numbers or taper names.
Routine and products
Ask about styling time, tools, and products so the consultation starts with practical daily constraints.
Visual references
Pair every reference upload with a note about the top, sides, texture, or outline the client wants to discuss.
Consultation notes
Finish with an open field for concerns, communication preferences, or instructions outside the preset choices.
Related tools
Build adjacent forms for appointment requests, specialized consultations, service feedback, and product orders using live Makeform tools.
Start from a broader new-client structure when one form serves several kinds of professional service.
Open toolCollect preferred dates, services, and scheduling information before confirming an appointment.
Open toolCreate a general booking flow with contact, timing, service, and staff-selection questions.
Open toolGather goals, current-hair context, maintenance expectations, and images for extension consultations.
Open toolAsk clients about the service experience and collect specific notes your team can review.
Open toolCreate a simple order form for styling and grooming products clients use between visits.
Open toolFAQ
Practical answers for shop owners and barbers preparing a clear first-visit intake.
It is a questionnaire completed before a haircut, beard service, or consultation. It connects contact details with current hair, desired results, routine, references, and discussion points. The barber reviews it and confirms preferences in person.
Include contact and appointment details, current length, usual cut, desired changes, top and side preferences, neckline, sideburns, styling habits, references, and consultation notes. Provide plain descriptions and a not sure option for technical choices.
Offer these as optional choices for clients who know them. Pair shop terms with plain descriptions, include a not sure choice, and treat the response as a consultation starting point.
Yes. Add uploads for inspiration and an optional current-hair photo. Follow each with a caption asking what matters in the image, such as the fade, texture, or outline.
Yes. Branch from service selection. Haircut clients see length, texture, neckline, and styling questions; beard clients see length, shape, cheek line, neck line, mustache, and untouched areas.
Match intake to the booking, review references before the client sits down, and confirm important choices face to face. Keep internal barber notes separate from client-facing questions.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and collect intake without a free-plan response cap. The paid tier removes the Makeform badge.
Link it in booking confirmations or reminders, embed it on your website, or display a reception QR code for walk-ins. Reuse one form to keep intake consistent.
Make every first visit easier to discuss.