Client basics
Connect the response to the appointment.
Collect the details your studio uses and connect each submission to its appointment.
- Preferred name and contact details.
- Appointment date and service.
- Preferred follow-up method.
Describe your services. Makeform creates an editable intake for client goals, skin concerns, relevant history, sensitivities, and current products before an appointment.
Send consultation responses to Google Sheets, Slack, and Zapier.
Sample prompts for your consultation form
Choose a prompt, adapt it, or send it to the Makeform builder. Every example is editable.
Audience
New clients booking an initial facial
Format
Pre-appointment intake with conditional details
Prompt size
252 chars
Example form structure
Pre-appointment intake with conditional details
Contact details and preferred name
What are your main skin concerns?
Allergies, sensitivities, or past reactions
Current products and frequency
Suggested routing tags
New clients
Sensitivity review
Routine follow-up
Ask for product names and frequency so cleansers, exfoliants, and active products form a usable routine.
Step 1
Share
send the form before the appointment
Step 2
Collect
concerns, history, sensitivities, and products
Step 3
Review
spot details that need discussion
Step 4
Consult
start with organized client context
Before the client arrives
Clients can check labels, recall reactions, and explain goals. You receive structured answers before the appointment begins.
Collect concerns plus context about timing, location, patterns, and prior approaches.
Reveal reaction, recent-treatment, or product questions from earlier answers.
Request exact product names, order, and frequency so the consultation begins with a usable morning-and-evening inventory.
Adapt it to your service menu
Adjust terminology, required fields, and follow-ups to match your studio.
Gather concerns, routine, history, and expectations before the first appointment.
Ask about one concern's timeline, patterns, and prior approaches.
Branch from past reactions into product, timing, and observed effects.
Capture changes to concerns, products, treatments, and priorities.
Build the intake workflow
Generate the structure, refine its wording, and route completed consultations.
Name the consultation type, audience, and information you need.
Use your terminology, mark required fields, and remove unused questions.
Open reaction details after a yes answer and ask returning clients what changed.
Share the form link and route submissions for pre-appointment review.
Form vs notes vs generic intake
A short booking note may identify the main concern, but a purpose-built form organizes the routine, history, and sensitivity information an esthetician needs to prepare a focused conversation.
Field guide
Keep questions connected to the consultation. These six sections capture enough context to prepare while giving clients clear, manageable prompts.
Client basics
Collect the details your studio uses and connect each submission to its appointment.
Concerns and goals
Pair common concern choices with open text about timing, location, patterns, and priorities.
Relevant background
Ask only for relevant background, explain sensitive questions, and review your retention practices.
Current routine
Separate morning and evening routines, then request product names, sequence, and frequency.
Reactions and sensitivities
Let a reported reaction open fields for the product, timing, and observed effects.
Client acknowledgment
Ask clients to answer accurately and report changes. Keep later service consent distinct.
Related tools
Use focused forms for assessment, facial intake, consultation, consent, booking preferences, and broader wellness context.
Organize observations and assessment questions around the client's stated concerns.
Open toolCreate a focused pre-facial intake for client details, history, products, and preferences.
Open toolPrepare a service-specific conversation with goals, prior experiences, and questions.
Open toolBuild a separate acknowledgment and consent step for a facial service using your own reviewed wording.
Open toolCollect preferences and appointment details that help staff prepare the booked service.
Open toolGather broader wellness context when your consultation workflow extends beyond skin care.
Open toolFAQ
Practical answers for estheticians building a clear pre-appointment intake.
It is a pre-appointment intake for a client's concerns, goals, relevant background, sensitivities, recent treatments, and product routine. It organizes the conversation; it does not provide a diagnosis.
Ask about concerns, timing, affected areas, sensitivities, past reactions, recent treatments, morning and evening routines, product names and frequency, and consultation priorities. Remove fields you will not use.
Request morning and evening steps in order, with names and frequency for cleansers, moisturizers, sunscreen, exfoliants, and active products. Include recently stopped products.
Yes. For example, a reported reaction can reveal fields for the product involved, approximate date, what the client observed, and what they did next. Returning clients can see change-focused questions while new clients receive the complete intake. Review the logic before sharing the form.
Yes. Add optional file-upload fields for clear photos or product labels. Explain what images are useful, avoid requiring more than you need, and tell clients how you handle their submitted information. Photos provide context but should not be presented as a diagnosis.
They can be separate steps. The consultation form gathers background and goals before the discussion. A service-specific consent form can present your reviewed wording closer to treatment. Keeping them distinct makes each purpose clearer and lets you update one without rewriting the other.
Yes. Makeform offers unlimited free forms and responses, so you can generate, edit, publish, and collect consultation submissions without a response cap. The paid tier removes the Makeform badge.
Review the main concern, timeline, sensitivities, recent services, and product list. Flag unclear or changed answers for discussion rather than drawing conclusions from the form alone. Route submissions to the staff member preparing for the appointment and ask clients to update important changes.
Prepare before the consultation begins.