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 relevant to appointment readiness. Build yours with Managed digital consultation forms when you are ready to collect answers and signatures before treatment.

The questions below are examples to adapt with the appropriate professional review. A form supports the consultation; the practitioner assesses suitability, discusses consent and decides whether to proceed.

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

Keep the details your team uses to prepare for or record the appointment.

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
• Preference for appointment-related care information, kept separate from marketing permission
• 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.

Keep treatment and aftercare wording approved by your practitioner. Forms and link or QR sharing are free; email and SMS delivery uses message credits.

Create an aesthetic consultation form in Managed Forms

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