The Client Intake Form Every Lash Artist Needs

Most lash artists treat the client intake form as an afterthought — a clipboard of questions they hand over because they saw someone else do it. But a good lash client intake form is one of the most practical tools in your business. It protects you legally, prevents allergic reactions, speeds up your consultation, and gives you the information you need to deliver a set that actually fits the client.

This guide breaks down exactly what to include in your lash consultation form, when to send it, and how to use the answers once you have them.

Intake Is About Safety and Retention, Not Paperwork

A lash extension intake form serves two purposes that directly affect your bottom line:

Safety. You need to know about allergies, sensitivities, eye conditions, and medications before adhesive goes anywhere near a client’s eyes. Skipping this step puts your client at risk and exposes you to liability. A reaction that could have been caught with one question on a form can end a client relationship — and potentially your reputation.

Retention. The information a client gives you at intake tells you how to keep them coming back. Their style preferences, their past lash experiences (good and bad), and their lifestyle all shape how you approach the set. When a client feels like you actually listened and delivered what they wanted, they rebook. When they feel like they got a generic set, they don’t.

The intake form is not busywork. It is the foundation of a professional lash appointment.

Essential Questions for Your Lash Client Intake Form

Here is every section your lash extension intake form should cover, and why each one matters.

1. Name and Contact Information

Start with the basics:

• Full name
• Phone number
• Email address
• Preferred method of contact (text, email, or phone call)

This seems obvious, but the preferred contact method is the one most artists skip. Some clients hate phone calls. Some never check email. Asking upfront means your confirmation and aftercare messages actually get read.

2. Lash History

These questions tell you what you are working with and what the client already expects:

• Have you had lash extensions before? (Yes / No)
• If yes, what type? (Classic, hybrid, volume, mega volume)
• When was your last lash appointment?
• Did you have any issues with your previous lash extensions? (Irritation, poor retention, discomfort, allergic reaction)
• Why did you leave your previous lash artist? (Optional — but the answers are gold)

A client who had a reaction at another salon needs a patch test. A client who complains about poor retention might have oily skin or a rough aftercare routine. A client who is brand new to extensions needs more education during consultation. You cannot tailor your approach without this context.

3. Allergies and Sensitivities

This section is non-negotiable:

• Do you have any known allergies? (Latex, adhesive, formaldehyde, medical tape)
• Have you ever had a reaction to eyelash adhesive or any eye product?
• Do you have sensitive skin or eyes?
• Are you currently using any eye drops, serums, or topical treatments around your eyes?

If a client reports any allergy or prior reaction, you need to follow up with a patch test before the full appointment. Document everything. This protects you and the client.

4. Eye Conditions and Medications

Certain conditions and medications directly affect lash application and retention:

• Do you have any eye conditions? (Dry eye, blepharitis, styes, conjunctivitis, glaucoma)
• Have you had any eye surgery in the past 6 months? (LASIK, cataract surgery, etc.)
• Are you currently taking any medications? (Thyroid medication, blood thinners, acne medication like Accutane, hormone treatments)
• Are you pregnant or nursing?

Accutane thins the skin and can cause sensitivity. Thyroid issues affect natural lash growth cycles. Recent eye surgery means you may need to postpone the appointment. These are not edge cases — they come up regularly.

5. Lifestyle Questions

These are the questions that separate a decent set from a great one:

• Do you wear glasses daily?
• Do you wear eye makeup regularly?
• How would you describe your daily routine? (Active/gym, swimming, sauna, etc.)
• Do you sleep on your face?

A client who swims three times a week needs a different adhesive conversation than a client who works from home. A client who wears glasses needs shorter lengths to avoid hitting the lenses. These details matter for retention and comfort.

6. Style Preferences

This is where you learn what the client actually wants:

• What look are you going for? (Natural, defined, dramatic, wispy)
• Do you have a curl preference? (B, C, CC, D, L)
• Do you have a length preference?
• Do you prefer a uniform look or more texture?
• Would you like to review a style menu or reference photos?

Not every client will know the technical terms, and that is fine. The point is to open the conversation. If they say “natural but noticeable,” you have a starting point. If they bring a photo of a mega volume set and say they want “something subtle,” you know there is a gap to close during consultation.

7. Photo Release and Consent

Include a clear consent section at the end:

• Consent for lash extension application (acknowledging risks, agreeing to aftercare)
• Photo/video release consent (whether you can use before/after images on social media or your website)
• Cancellation policy acknowledgment

Keep this straightforward. A simple checkbox with clear language is enough. Do not bury it in fine print.

When to Send the Intake Form

Send the lash consultation form before the appointment — ideally at the time of booking or in your confirmation message. There are three good reasons for this:

1. It saves chair time. A client who fills out the form at home gives you those minutes back for actual lashing.
2. It gives you time to review. If a client flags an allergy, you can prepare a patch test or reach out with follow-up questions before they arrive.
3. It sets a professional tone. A client who receives a well-organized intake form before their appointment knows they are working with someone who takes their craft seriously.

Digital forms work best for this. A link in your booking confirmation that the client can fill out on their phone takes two minutes and saves you ten.

How to Use Intake Info During Consultation

Having the form is only half the job. Here is how to use it in the first five minutes of the appointment:

Review the form before the client sits down. Do not read it for the first time while they are in front of you. Glance through it five minutes before their arrival so you already know the key details.

Confirm the important points out loud. “I see you mentioned you had some irritation with your last set — can you tell me more about that?” This shows the client you actually read their answers and care about their experience.

Address any red flags immediately. If they listed an allergy or a recent eye procedure, discuss it before you start. Do not assume it will be fine.

Use style preferences as a starting point, not a final answer. Show them your style menu or reference photos and refine from there. The consultation is a conversation, not a prescription.

Document anything new. If the client mentions something during the consultation that was not on the form — a upcoming vacation, a wedding, a preference for a specific curl — write it down in their client notes.

Keep Post-Visit Notes for Retention

After the appointment, add notes to the client’s record:

• What products and sizes you used (curl, length, diameter, adhesive)
• How many lashes you applied
• Any sensitivities observed during the appointment
• The client’s reaction to the final look
• Any aftercare concerns discussed
• Preferred rebooking interval

When the client comes back for a fill, you will not have to guess what you did last time or ask them to repeat information they already gave you. This is the kind of detail that makes clients loyal. They notice when you remember.

Action Steps

1. Build your intake form this week. Use the sections above as your template. Include every category — do not skip the lifestyle or style preference questions.
2. Make it digital. A digital form that you can link in your booking confirmation saves time and looks professional. Paper forms get lost.
3. Add the form to your booking flow. Every new client should receive it automatically when they book. No exceptions.
4. Create a habit of reviewing forms before each appointment. Five minutes of prep changes the entire consultation.
5. Start keeping post-visit notes. Even brief notes after each appointment compound into a powerful client history over time.

Build It Into Your Workflow

A solid lash client intake form is not a one-time project — it is part of how you run your business. If you are looking for a complete framework to professionalize your client experience from booking through rebooking, the LashDesk Starter Kit walks you through the entire workflow.

Ready to streamline your booking and client management? LashDesk is built specifically for independent lash artists who want to spend less time on admin and more time behind the lamp.