Salon Client Intake Form

Salon Client Intake Form Template for Canada

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Key Requirements PROMPT example:

"I need a Salon Client Intake Form for my new luxury hair salon opening in Vancouver in January 2025, specifically including sections for high-end chemical treatments and extensions, with strong liability protection and a detailed cancellation policy for premium services."

Document background

The Salon Client Intake Form is a crucial document used in Canadian personal care service establishments to gather and maintain client information in compliance with federal and provincial regulations. This form serves multiple purposes: collecting client contact information, documenting medical history and allergies, obtaining necessary consents and waivers, and ensuring compliance with PIPEDA and local health regulations. It protects both the service provider and client by establishing clear communication about services, risks, and policies. The form should be completed by new clients before their first service and updated periodically to maintain accurate records. It includes sections for personal information, medical history, service preferences, and various consents, making it an essential tool for risk management and service customization in the salon industry.

Suggested Sections

1. Client Personal Information: Basic contact details including name, address, phone, email, and emergency contact

2. Medical History: Essential health information including allergies, skin conditions, medications, and relevant medical conditions

3. Service History: Previous salon services, reactions, and preferences

4. Photo Consent: Permission for before/after photos and marketing usage

5. Privacy Policy Acknowledgment: Statement on how personal information is collected, used, and protected

6. Liability Waiver: Client acknowledgment of risks and salon's limitation of liability

7. Cancellation Policy: Terms regarding appointment cancellations and associated fees

8. Client Signature: Space for client signature and date, confirming all information provided is accurate

Optional Sections

1. Preferred Stylist Information: Used when the salon has multiple stylists and wants to track client preferences

2. Special Occasions: Include when salon offers special event services like weddings or formal events

3. Product Sensitivity Test Consent: Required for salons offering chemical treatments or new product lines

4. Minor Consent: Include when salon serves clients under 18 years of age

5. COVID-19 Screening: Temporary section for pandemic-related health screening

6. Membership Program Details: Include if salon offers membership or loyalty programs

Suggested Schedules

1. Service Menu: Complete list of available services and current pricing

2. Product Ingredients List: Common products used in services for allergy reference

3. Aftercare Instructions: Standard care instructions for various services

4. Privacy Policy: Detailed privacy policy and data handling procedures

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Personal Care Services

Beauty and Wellness

Hair Care

Cosmetics

Health and Beauty

Professional Services

Consumer Services

Relevant Teams

Operations

Front Desk

Legal

Compliance

Customer Service

Risk Management

Style and Beauty

Administration

Relevant Roles

Salon Owner

Hair Stylist

Beautician

Salon Manager

Receptionist

Cosmetologist

Beauty Consultant

Compliance Officer

Risk Manager

Customer Service Manager

Operations Manager

Legal Counsel

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