New Client Consultation Form
At the time a new client makes a booking, she should be asked to come to the salon 15 minutes earlier to fill in this form.
Whilst the client is changing, you need to go through the New Client Consultation Form and review all that is written. Highlight any
question that needs to be especially addressed, questioned or expanded on.
You are provided with an extra 10 minutes for every treatment you perform. The first 5 minutes for a new client
should be devoted to going through the content of the New Client Consultation form. You must go through every
question, that is necessary to bring up. Even if there’s nothing to talk about, it indicates to your client that you have
looked at everything that she has written.
The New Client Form will reveal any contraindications and other information crucial to the effective and safe outcome of your
planned treatment. It will also give you an idea about the new client’s current skin care regime, concerns and expectations. Most
importantly, it will give you a starting point to your treatments and recommendations.
Vital Stats
Every bit of this section needs to be filled in unless a client has actually put a line through any particular question. Before going
through the health and skin questions. Check for:
1.
All is legible. If the client’s writing is not clear, ask her how to spell or state what is unclear
“Mary, is it 20 S-u-m-m-e-r-v-i-l-l-e Road?” when the number written is not clear or the spelling is not clear
2.
If the client didn’t fill in an email address, don’t just accept it. Email is almost the sole form of communication to our clients. Not
all promotional material is mailed (costly to the business) yet we email everything. You need to explain this to her so that she
really understands the repercussions of not providing an email address.
“Our newsletter is emailed monthly and we often send last special offers via the email. Do you have an email address?”
3.
“On your birthday, we send you out a gift voucher, could you tell me the day and month of your birthday?” Because if she didn’t
fill in her birthday, chances are she doesn’t want to tell you her age but by phrasing it as above, she will be more inclined to give
you the date and month.
4.
If she didn’t fill in how she heard about us, ask her…”Mary, would you mind telling me how you came to hear about us?”. The
client had to come from somewhere and it’s important for management to know from where
5.
If she did fill in how she heard about us, by stating another client but didn’t write which one, ask her…”Mary, we reward clients
for referring new clients to us, would you mind telling me who referred you?” This will also make her aware that she will be
rewarded for any recommendations to our salon she makes to her friends and family.
Your Health
Knowing background about your client’s health will give you insight to possible contraindications to a particular treatment. Lifestyle
habits will give you an insight into useful trouble-shooting skin problems.
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1.
Do you have or have you had any health problems which you think may have contraindications to any treatment? Eg.
cancer, surgery, asthma, cold sores
Surgery
If your client has had surgery recently (in the last year), you should not massage the area of surgery. Gentle lymph drainage can
assist in recovery over scarred areas but only if the site is completely healed. Waxing or using exfoliating products should also
be completely avoided over effected area until the area skin has healed.
Health Problems
If your client has experienced any of the following health problems in the past year, it is your responsibility to know what effect
certain ailments have on your client’s skin. You need to share the information with your client. Your treatment may need to be
modified

Cancer – DO NOT massage a cancer patient. In fact, any form of massage on a cancer patient is strictly forbidden without
written consent from her specialist. To treat a cancer patient in any way, she/he needs to be in remission for over 5 years and
even then, a letter from her specialist is required. There have been concerns that massage MAY cause the cancer to spread
due to the effects on the circulation and the cancer tumours. If it’s skin cancer, you need to check with her doctor prior to
treating the affected area

Diabetes – Diabetics have poor healing capabilities and greater sensitivity, so treat accordingly. Avoid waxing, extractions

Epilepsy – Don’t use equipment with electrical currents as it may provoke seizures. Avoid tight wrapping your client. Avoid light
therapies such as LED or IPL. If you want to perform this treatment, ask for her doctor’s consent

Heart Condition – Avoid body massage, electrical current, hot or detoxifying wraps. All of these can increase heart rate

Hormone Imbalance – Watch for acne breakouts, very dry skin, excess hair growth and dramatic weight fluctuations

Hysterectomy – May experience skin changes, in particular dryness due to lack of oestrogen in the body

Spinal Injury – Do not move the neck and avoid scalp massage

Thyroid condition – An overactive thyroid (hyperthyroidism) can result in oily skin and/or couperose. fragile. (Avoid electrical
equipment unless otherwise advised by a doctor). An underactive thyroid (hypothyroidism) results in dry/thickened skin

Varicose veins – Reduce the risk of dislodging a blood clot by avoiding massage or waxing over the area

High Blood Pressure – Don’t wrap or overheat the client

Herpes – Active herpes (coldsores) can spread and are a risk to both the client and in some cases the therapist. Depending on
severity, either the treatment or simply the infected area should be avoided

Botox, Fillers and Injectibles – Cannot massage for at least one week after the treatment. Only LED therapy can be
performed immediately after
2.
Are you currently on any medication we should know about?
Medications and vitamins can also have an effect on the skin

Antibiotics – Antibiotics, prescribed for the skin or otherwise can cause increased sensitivity (rashes), dehydration,
pigmentation and heightened UV sensitivities. Avoid areas where this occurs and emphasize the need to wear sunscreen. Skin
can become thin which poses a risk of skin grazing when waxing. Inform client first of this risk before commencing treatment,
particulaly when performing facial waxing

Herpes Ointments – Can cause rash, itching, burning and stinging. Avoid treatment

High Blood Pressure Tablets – Can cause skin rashes and bruising. Avoid heat or an over-stimulating treatment

Chemotherapy – Can result in hair loss, skin bruising and bleeding, dryness, itchiness, hightened photosensitivity, fragile skin
conditions and soreness to hands and feet. Most treatments should be avoided. If painting nails, avoid quick drying polishes as
some of the ingredients can be further drying to the nail plate
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
Cortisone – Given to calm inflammations either by injection or topically applied. It’s a steroid so overuse can cause acne-like
symptoms. Topically applied can cause rashes. Avoid waxing and extractions on any effected area

Prescription Benzoyl Peroxide ( a topical pimple product) – Increases skin sensitivity and dryness and increased sensitivity
to sunlight. Overuse can also cause side effects like skin discoloration.
If you don’t know anything about what medication your client is on, ask her to assist you. Don’t pretend you know or assume it’s fine
without having a clear understanding of what your dealing with.
3.
Are you allergic to aspirin or anything else you think may have contraindications to any treatment?
Do not use any products containing Salicylic Acid (BHA) as it is a form of asprin. Ask her if she allergic to anything else such as:
Seafood (some marine based products may not be suitable)
Egg (some skincare brands use Hydrolyzed egg for it’s tightening effect on the skin)
Nuts (do not massage bases or products containing hazelnut or almond oil as swelling or hives may occur)
Papaya - a fruit enzyme with highly exfoliating properties often used instead of or together with AHAs and BHAs
4.
Do you smoke?
Smoking causes narrowing of the blood vessels which impairs blood flow to the skin, depleting it of oxygen and important nutrients
such as Vitamin A and C. One cigarette stops production of Vitamin A in the human body up to 4 hours. Smoking impairs the healing
process with wounds to the skin taking longer to heal, often producing more scarring. Smoking also depletes hydration and damages
collagen and elastin fibres that give skin its strength and elasticity. As a result, the skin begins to sag and wrinkle prematurely
Your Skin
Answers to these questions will provide you with information of your client’s level of skincare sophistication as well as her perception
of her general skin condition. This information will help you customise your treatment and prescriptive approach.
5.
What skincare products are you currently using?
The level of skincare sophistication will be indicated by the diversity of her home care regime. For example, a soap user is not likely
to advance to a 6-step daily homecare regime, so you should introduce her to good skincare habits slowly. More advanced users will
be open to advanced products such as masks and correctors. The information provided also helps you fill the holes in her skincare
regime. It will also tell you if incorrect product use is the cause of a skin concern. Be sure to ask how she applies and/or removes
each one as this can also play a vital role ie. incorrect removal of cleanser, face cream being used around eyes.
6.
Have you ever had chemical peels, Microdermabrasion or any resurfacing treatment? If yes, please provide
details/timing
Knowing whether a client has had peels or microdermabrasion or not will help you make decisioins in this area of recommendation.
Either she is knowledgeable of these treatments and will be open to considering a course or you know to explain what these
treatments are (if making such a recommendation is appropriate). If the client has recently had microdermabrasion or other
resurfacing treatments, remember that after any of these treatments, the skin may have been ‘thinned’ temporarily. Take into
consideration the LESS RULE avoiding steps that may overstimulate the skin. Perform extractions carefully and avoid further
exfoliation. Educate your client on the importance of sun protection at all times after having these treatments. If a client has had
these treatments, ask how they found the result.
7.
Do you or have you used Roaccutane or Vitamin A prescribed by a doctor? If yes, when?
Roaccutane is a very concentrated form of Vitamin A, taken orally prescribed by doctors in the treatment of acne. Roaccutane
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causes severe dryness and hypersensitivity. Do not perform any exfoliation, waxing or extraction anywhere on the body. Ensure the
client uses sun protection at all times. Do not treat a client who has been on Roaccutane in the last 12 months.
If she’s used Vitamin A from a doctor, you must avoid all exfoliation, waxing, extractions and heat over the areas where the medicine
is applied because the skin is likely to be fragile and skin lifting or sensitisation my occur. Do not treat a client who has been on a
prescribed Vitamin A product in the last 3 months
8.
Have you had any dermal fillers or botox in the last 2 weeks?
You cannot treat a client who has had Botox within 1 week or Dermal Fillers within 2 weeks as you risk moving the product. It needs
to have settled before embarking on any facial treatment
9.
Do you use a solarium ?
Just as for smoking, it’s not your place to preach to your client about using solariums but rather inform her of how it will affect her.
Educate your client that solariums emit UV radiation 5 times more powerful than the midday summer sun. You can also share with
her that research has recently confirmed that solarium users increase their chances of cancer by 75%. Do not wax a client within 24
hours of solarium use. If the opportunity arises, make recommendations about alternative ways to achieve a safer tan. Stress the
importance of using SPF
10. Do you participate in any rigorous physical activity?
The client should not do any rigorous physical activity within 1 to 3 after a peel or any treatment that creates heat. Any kind of
rigorous activity such as aerobics or other exercise will create more heat and re-activate the peel.
11. Are you claustrophobic ?
Don’t wrap your client tightly or have her arms wrapped. Do not apply masks over eyes or mouth. Ask her before applying eye pads
to her eyes. Never leave claustrophobic clients unattended during a treatment. The client may prefer the cabin door slightly opened.
12. Please tick as many areas of concern as applicable.
The answers will help you with your prescriptive recommendations and treatment plan
Sensitive skin
Try and establish the cause of sensitivity and avoid using products in your treatment that may aggravate
this condition. Establish whether your client is truly sensitive or sensitised by something. Some skins may
be reactive to certain conditions. Try to avoid scrubbing or using strong AHA’s. Also avoid heat (steamer,
thermal products) as much as possible. For some very delicate skins, facial massage may also need to be
avoided
Lines around eyes
Explain the difference between the skin on your face and the skin around your eyes and the need for a
hydrating eye product during the day for hydration and protection and anti-ageing product for the night.
Explain that the molecular size of a face cream compared to that of an eye cream is very different and
therefore inappropriate to use around the eyes
Dry/Tight skin
Dry/tight skin can be easily aggravated and it is not a very ‘strong’ skin type. It’s not producing enough
EFAs which results in the dryness and tightness. The client should adjust to a richer moisturiser, consider
adding a moisturising serum or corrector to her regime and encouraged to get into the habit of using a
hydrating masque at least once a week
Dark circles under eyes There are eye creams specifically produced for dark circles however you need to establish if the dark
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circles are hereditary or caused by external factors. If they are hereditary, what you can do in terms of
treatment is limited. A good eye cream targeting dark circles may help but to really help your client, show
her the correct use of a concealer to camouflage the dark circles. Ingredients like mica or crushed pearl will
reflect light therefore making the area look lighter
Dehydration
Dehydration is a condition, not a skin type and therefore any skin type can suffer from dehydration.
Dehydration will cause superficial fine lines and wrinkles. Make sure you educate your client on the
difference between dry skin and dehydrated skin and ensure she isn’t using incorrect products
Fine lines/Wrinkles
Fine lines are mostly caused by dehydration so you need to explain the need for hydrating topically. Make
your prescriptive recommendations as appropriate. Consider a course of peels, microdermabrasion, or
oxygen treatments to plump. Anti-ageing skincare regime is paramount in controlling, preventing and
treating
Oily skin
Oily shine may indicate overactive sebaceous glands and therefore overuse of exfoliants is often noticed
which leads to stripping, sensitivity and dehydration. Focus on home products that can regulate oil
production without stripping the skin’s natural moisture barrier. When the skin thinks it is under attack (over
exfoliation) it produces more oil to aid in its protection. Some clients however are just prone to a shine on
their t-zone. This leaves you open to recommend a translucent powder or mineral based makeup as part of
their routine
Acne prone skin
Acne is too much sebum being released into the philosabaceous gland. Add excessive dead skin trapping
the sebum, you have bacteria formation. Consideration of all the possible causes is very important here.
Puberty being the most common. Diet and hormonal changes are also a culprit. Be careful in your
recommendations. It is essential to first work out the trigger as to give you the best plan of action. Most
times it may be something they need to address internally, however performing treatments and
recommending homecare is also extremely important to help strengthen the skin, improve healing, and
maintain a protective layer and hydration, reducing the risk of scarring or post inflammatory pigmentation.
Blackheads
Recommend products that unplug clogged pores (masks). Exfoliation also may help
Breakout
Check for comedogenic ingredients in the current skin and hair care as well as their makeup. Hormonal
imbalances and excessive dehydration are also two very common causes
Ingrown hair
Recommend regular exfoliation and daily application of moisturizer. Spot treatments can also help
decrease any infection associated with it
Open Pores
There is no wonder treatment for open pores however, keeping up with exfoliation at home and using
products with decongesting benefits will greatly reduce the risk of stretching the pore leaving it enlarged.
Suggesting treatments like Microdermabrasion and peels or even a simple express facial concentrating on
extractions monthly would be the best way to go. Each course of treatments should be followed by a
rehydrating facial. The client must avoid the daily application of comedogenic ingredients (quality skin care
is vital here).
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Milia
Exfoliation can go a long way in helping to deal with milia prone skin. Keeping the skin free from dead skin
will reduce milia formation considerably. Using AHA products and treatments will also help and prevent.
Extractions using a lancet may offer a more rapid and effective resolution (this should only be done by a
trained therapist). The most common cause of milia is the incorrect use of heavy skin care products (poor
quality products or products not suited to the particular skin type). This combined with a heavily dehydrated
skin, increases the risk of developing more milia
Pigmentation
A skin condition associated with any skin type. Pigmentation is a result of abnormal production of melanin
by pigment-producing cells (melanocytes) located in the epidermis. There are a number of possible causes
including high UV exposure (most common), hormonal (caused by pregnancy or the pill), response to some
drugs, trauma to the skin (post inflammatory pigmentation). There are many solutions available through the
use of correctors, and increased use of SPF. Recommend accordingly.
13. If you could change anything about your skin, what would it be?
This is where you’ll learn what the client perceives as her general skin condition. The answer here is the most crucial piece of
information you will extract. You may want to help her with a other skin concerns but what your client puts here is your starting point.
Female Clients
14. Are you taking oral contraception?
Oral contraception can cause uneven skin pigmentation and breakouts or dryness. Always ask how long they have been on a
particular pill or how long since they came off the pill. The body generally takes 3 months to adjust after either changing or
discontinuing any type of contraceptive medication.
15. Are you having or due for your period?
Menstruation increases skin sensitivity and possible breakout mainly around jawlie. Pain threshold decreases dramatically.
16. Are you or could you be pregnant?
Pregnancy will contraindicate detoxifying treatments and high temperatures. Also be mindful of ingredients in products (such as
essential oils) you’ll use in the treatment that contraindicate pregnancy. Do not use electrical current. Do not massge the feet in the
first trimester. Do not perform any shiatsu points in your massage technique. Do not perform chemical exfoliation/peel procedures
Male Clients
17. Do you experience irritation from shaving?
This will help you identify the cause of any shaving irritation and ingrown hairs. Troubleshoot shaving irritation problems by
recommending a pre-shave scrub to lift the hairs and prevent ingrowns. You may also need to ask which direction the client is
shaving in or perhaps suggest they change the type of device they use.
General
18. What type of massage pressure do you prefer?
Make sure you know what kind of pressure your client prefers and use it every time she is under your care. It is not acceptable to
assume all clients like the same pressure.
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© Copyright 2011-2014 Cream Solutions