Beauty consultation form: questions to ask, plus blocks for lashes, PMU, laser and nails

A core client questionnaire plus extra questions for lashes, permanent make-up, laser, facials and nails — ready to copy.

Terminka Team 8 min read
Beauty consultation form: questions to ask, plus blocks for lashes, PMU, laser and nails

A client books a peel and mentions in passing that she is “taking something for acne”. If it is isotretinoin, the peel has to wait — provided somebody asks. Below you will find a core beauty consultation form (in Polish salons, the wywiad kosmetyczny), extra questions for five treatment groups and how to collect the answers before the visit.

What a beauty consultation form should cover

  • Health — conditions that change the treatment plan or rule it out.
  • Medication and supplements — especially retinoids, antibiotics, anticoagulants and photosensitising drugs.
  • Allergies, pregnancy and breastfeeding.
  • Home care and previous treatments — where to start and what to avoid.
  • Expectations — what the client wants to improve.
  • Declaration and consent — that the answers are true, plus explicit consent to processing health data.

Do the full consultation before the first treatment and repeat it once a year, after a change of medication, during pregnancy and after giving birth, after a serious illness and before a new type of treatment. At every other visit a quick “Has anything changed since last time — medication, health, pregnancy, tanning?” is enough, with the answer and a signature going into the record.

Template: beauty consultation questions

For Polish-speaking clients there is a Polish version of the form in the Polish version of this article.

Copy it and adapt it to your salon:

BEAUTY CONSULTATION — [salon name]

1. Contact details

Full name:Date of birth:

Phone:Email:

2. Health — do you have, or have you had:

☐ diabetes ☐ skin conditions (e.g. psoriasis, eczema, rosacea) ☐ cold sores ☐ a blood clotting disorder ☐ epilepsy ☐ an autoimmune condition ☐ cancer (now or in the past) ☐ other chronic conditions:

Do you have a pacemaker or metal implants?☐ no ☐ yes:

3. Medication and supplements — are you taking now, or have you taken in recent months:

☐ oral or topical retinoids (e.g. isotretinoin) ☐ antibiotics ☐ anticoagulants ☐ steroids ☐ photosensitising medication ☐ other medication:

Supplements:

4. Allergies

☐ none ☐ medicines ☐ cosmetics ☐ latex ☐ metals ☐ adhesives / acrylates ☐ other:

5. Pregnancy and breastfeeding

☐ not applicable ☐ I am pregnant ☐ I am breastfeeding

6. Home care

In the last month:☐ acids ☐ retinol ☐ scrubs ☐ sunbathing ☐ sunbed ☐ fake tan

7. Previous treatments and reactions

Recent treatments (what, when):

Permanent make-up, fillers, botulinum toxin (when):

Skin reactions after treatments:☐ none ☐ mild redness ☐ strong sensitivity

8. Expectations

What would you like to improve? What result are you hoping for?

9. Declaration and consent

I confirm that this information is true and complete and that I will tell the salon about any change before my next treatment.

☐ I explicitly consent to [salon name] processing the health data in this form so that treatments can be carried out safely (art. 9(2)(a) GDPR). I can withdraw this consent at any time; withdrawal does not affect the lawfulness of processing before it.

Date:

Signature:

A “yes” in sections 2–6 is your cue to check the contraindications to beauty treatments for that service. The completed consultation becomes part of the client record card, where you also log each later treatment.

Extra questions by treatment

The core consultation is the same for every service. Add a treatment block only where you need it — open the one that fits your salon.

Lashes and brows

CONSULTATION — LASHES AND BROWS

Do you wear contact lenses?☐ no ☐ yes

Have you had conjunctivitis, a stye or another eye infection in the last [X] weeks?☐ no ☐ yes

Are your eyes sensitive or do they water often?☐ no ☐ yes

Have you ever reacted to lash adhesive, henna or brow tint?☐ no ☐ yes:

Have you had a treatment or surgery around the eyes in the last [X] months?☐ no ☐ yes:

Do you use a lash or brow serum?☐ no ☐ yes:

How do you usually sleep?☐ on my back ☐ on my side ☐ on my front

Permanent make-up

CONSULTATION — PERMANENT MAKE-UP

Do you already have permanent make-up in this area?☐ no ☐ yes— when and where:

Has pigment ever been removed (by laser or remover)?☐ no ☐ yes:

Do you tend to form keloid scars?☐ no ☐ yes

For lips: do you get cold sores?☐ no ☐ yes— last time:

Have you had fillers or botulinum toxin in this area in the last [X] weeks?☐ no ☐ yes

Do you take medication or supplements that affect blood clotting?☐ no ☐ yes:

What shape and colour are you hoping for? Do you have an inspiration photo?

Laser and IPL

CONSULTATION — LASER AND IPL

How does your skin react to the sun?☐ always burns, never tans ☐ burns easily, tans a little ☐ sometimes burns, tans ☐ rarely burns, tans easily ☐ never burns

Last sunbathing, sunbed or fake tan (when):

Do you have tattoos, permanent make-up or moles in the treatment area?☐ no ☐ yes:

Have you waxed, sugared, plucked or used an epilator in this area in the last [X] weeks?☐ no ☐ yes

Have you been diagnosed with a hormonal condition that affects hair growth?☐ no ☐ yes

Previous laser or IPL treatments (where, how many, results):

Peels and facial treatments

CONSULTATION — PEELS AND FACIALS

How would you describe your skin?☐ normal ☐ dry ☐ oily ☐ combination ☐ sensitive

What do you use morning and evening (especially acids, retinol, vitamin C)?

Do you get dark marks after spots or sun exposure?☐ no ☐ yes

Do you have acne, rosacea, eczema or psoriasis on your face?☐ no ☐ yes:

Recent facial treatments — peel, microneedling, laser, fillers, botulinum toxin (when):

Are you planning a sunny holiday or an important event in the next [X] weeks?☐ no ☐ yes:

Manicure, pedicure and podiatry

CONSULTATION — MANICURE, PEDICURE AND PODIATRY

Have you had itching, redness or blisters around your nails after gel polish or gel?☐ no ☐ yes

Do you have a fungal infection of the nails or the skin of your hands or feet (including one being treated)?☐ no ☐ yes

Do you have diabetes or poor circulation in your legs?☐ no ☐ yes— has your doctor given you foot care advice?

Do you have ingrown nails, corns, calluses or painful spots on your feet?☐ no ☐ yes:

What nail and foot products do you use at home?

How to do it in Terminka

You don’t build a consultation form in the app from scratch — the core questions are already there, and you add your treatment block yourself.

  1. Take a ready-made template. In Client card settings → Card templates → Ready-made templates, each of the 31 templates has the same fields: main concern or goal, allergies, medication and supplements, contraindications and health notes, skin reaction history (none / mild redness / strong sensitivity), pregnancy or breastfeeding, last similar treatment, a before photo and treatment notes. “Cosmetology consultation” is a good place to start.
  2. Add your treatment block. Tap Create based on this and add questions with Add field: yes/no questions as Yes / No, lists as Single choice or Multiple choice, dates as Date, everything else as Text. Choose the type as the app’s hint describes it: Profile — once per client, Treatment — every visit. A completed consultation stays current with no expiry; to have it come back to the client, say, once a year, set Card validity to 12 mo. Also check that Health data (sensitive) is ticked.
  3. Send the link before the visit. Attach the record to a service (Auto-suggest on booking → Services), and the visit’s Documents and care block shows what is missing. You send the link yourself — SMS link or Email link; nothing is sent automatically. The client fills in the form in her browser, with no app, and has time to look up the names of her medicines.
  4. The client signs. With her finger on the screen or with an SMS code; before signing she can see who the controller of her data is. A ready-made explicit consent to health data (art. 9 GDPR) is in the Consents tab.
  5. You read the answers before the treatment. Under Client info → Card → Cards the consultation is marked Completed. Access to records depends on each team member’s role, and opening health data is recorded in the access log.
Beauty consultation form in the Terminka Partner app: allergies, medication and supplements, record marked Completed

How to ask without it feeling like an interrogation

  • Say why you are asking. “I’m asking about medication because it decides which product I can safely use” lands very differently from a curt “medication?”.
  • Closed questions first, details after a “yes”. The form is quicker to fill in and nothing slips through.
  • Sensitive questions in writing, not out loud at a busy reception desk.
  • Don’t judge. A sunbed session a week before laser is information, not a reason for a lecture — a client who feels judged will leave something out next time.

Frequently asked questions about consultation forms

Do I need the client’s consent for the consultation?

Information about illnesses, medication, allergies or pregnancy is health data — a special category of personal data (art. 9 GDPR, known in Poland as RODO). Salons usually collect explicit consent for it: separate, not buried in the salon terms and not bundled with marketing. Before the consultation the client should also know who the data controller is, why you collect the data, how long you keep it and what her rights are. Don’t ask “just in case” about things unrelated to your treatments.

What if the client doesn’t want to answer?

She has every right not to. Don’t push — note in the record which question she skipped. If the treatment can’t be done safely without that information, say so plainly and offer a different treatment or another day. Treating “blind” is a risk that no signature takes off your shoulders.

The core consultation questions are already in Terminka, and you can add your treatment block in a few minutes — the client fills it in and signs it on a phone or via a link, and her answers go straight into her electronic client records. Client records come with the Solo plan, and after signing up you get 14 days of all features for free.