Aesthetic Client Intake Preferences Sheet

Know what your client wants before you start.

This editable sheet collects client goals, preferences, history, and treatment interests — so every consultation starts from what the client actually told you.

What's included

• Editable Word document (DOCX) — customize it for your practice
• Sections, each with completion checkbox, date/initials, and notes: Client Information · Treatment Goals · Areas of Concern · Current Skincare / Products · Prior Aesthetic Treatments · Preferences · Relevant History / Considerations · Questions / Concerns · Provider Notes · Follow-Up Preferences
• Office/practice header section (office/practice, date, prepared by, status)
• Notes section for office-specific requirements

How it works

1. Purchase and download instantly — your file is ready right after checkout
2. Open in Word or Google Docs and make it yours
3. Print what you need, keep the rest digital

Designed as an organizational resource for aesthetic and medical practices. Customize it to fit your practice's procedures and applicable requirements.