Aesthetic Consultation Form Template: Questions to Ask Before Treatment

An aesthetic consultation form template should help practitioners understand the client, the treatment goal, and any information that may affect appointment readiness.

Use this structure as a practical starting point, then adapt it to your services and professional requirements.

Client details

Start with the minimum information needed to identify the client and contact them:

• Full name
• Email address
• Mobile number
• Date of birth
• Address if your process requires it
• Emergency contact if appropriate

If a detail does not change how your team prepares or records the appointment, consider leaving it out.

Treatment goal

This section gives the practitioner context before the appointment starts:

• What treatment are you interested in?
• What result are you hoping to achieve?
• Have you had this treatment before?
• When was your last similar treatment?
• Is there a specific concern you want to discuss?
• Do you have a deadline or event date?

The answers help the team prepare a better conversation and avoid starting from zero in the room.

Relevant history

Keep this section focused and service-specific. Common questions include:

• Have you had any previous reactions to treatments or products?
• Are you currently receiving treatment from another practitioner?
• Are there products, medicines, or conditions your practitioner should know about?
• Have you recently had related treatments?
• Is there anything else that could affect today’s appointment?

Avoid treating a generic online article as clinical or legal guidance. Your final form should match your actual service standards and professional advice.

Consent and signature

Consent wording should be plain enough for the client to understand. A useful template normally includes:

• Confirmation that the client has answered accurately
• Confirmation that the client has had the opportunity to ask questions
• Consent wording for the specific treatment or consultation process
• Signature field
• Date field

Digital signatures help keep the completed response attached to the client history.

Aftercare and follow-up prompts

Consultation forms can also improve the follow-up process. Include fields that support better aftercare:

• Preferred follow-up channel
• Best time to contact
• Permission to send appointment-related care information
• Notes for practitioner review
• Recommended next appointment timing

These answers help your team move from consultation to aftercare without losing context.

Build the template in Managed Forms

Managed Forms lets you start from ready-made templates, personalise sections and questions, add consent text and signatures, then send the form by link, QR code, email, SMS, or in-person completion.

Create an aesthetic consultation form in Managed Forms

Read about scaling an aesthetics clinic with automation