Salon Intake Form for Canada

Salon Intake Form Template for Canada

A comprehensive intake form designed for Canadian salons to collect essential client information, medical history, and service preferences while ensuring compliance with provincial health regulations and federal privacy laws (PIPEDA). This document serves as both a client screening tool and a legal record, incorporating necessary liability waivers, consent forms, and policy acknowledgments. It helps establish a professional relationship between the service provider and client while protecting both parties' interests through clear documentation of health conditions, service agreements, and privacy practices.

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What is a Salon Intake Form?

The Salon Intake Form is a crucial document required for all new clients seeking services at beauty and wellness establishments in Canada. This comprehensive form ensures compliance with provincial health regulations, federal privacy laws (PIPEDA), and industry best practices. It must be completed before any services are provided, collecting vital information about the client's health history, service preferences, and consent for treatments. The form serves multiple purposes: risk management, service customization, legal compliance, and maintaining accurate client records. It includes sections for personal information, medical history, consent forms, and policy acknowledgments, making it an essential tool for salons to protect both their business and their clients' interests.

What sections should be included in a Salon Intake Form?

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. Consent for Services: Client's acknowledgment and agreement to receive services

5. Privacy Policy Statement: How personal information will be collected, used, and protected

6. Photo Release: Permission to take and use before/after photos

7. Liability Waiver: Standard waiver of liability for services provided

8. Cancellation Policy: Terms for cancellations and no-shows

What sections are optional to include in a Salon Intake Form?

1. Skin Sensitivity Test Consent: For salons offering coloring services - agreement to perform patch tests

2. Special Treatment Authorization: For advanced treatments like chemical peels or micro-needling

3. Minor Client Consent: Parental/guardian authorization for clients under 18

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

5. Membership Program Details: For salons offering recurring service packages or memberships

What schedules should be included in a Salon Intake Form?

1. Schedule A - Service Menu: List of available services and current pricing

2. Schedule B - Product Ingredients List: Common products used and their ingredients for allergy reference

3. Schedule C - Aftercare Instructions: Standard post-treatment care instructions by service type

4. Appendix 1 - Medical Conditions List: Checklist of relevant medical conditions for client reference

Authors

Alex Denne

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

Cost

Free to use

Relevant legal definitions

Clauses

Relevant Industries

Beauty and Personal Care

Health and Wellness

Cosmetics

Professional Services

Spa and Relaxation

Medical Aesthetics

Hair Care

Nail Care

Skincare

Relevant Teams

Operations

Legal

Compliance

Client Services

Front Desk

Beauty Services

Quality Assurance

Risk Management

Training

Administration

Relevant Roles

Salon Owner

Salon Manager

Hair Stylist

Beautician

Esthetician

Nail Technician

Spa Therapist

Compliance Officer

Legal Counsel

Privacy Officer

Client Relations Manager

Reception Coordinator

Medical Aesthetician

Quality Assurance Manager

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What is a Salon Intake Form?

What sections should be included in a Salon Intake Form?

What sections are optional to include in a Salon Intake Form?

What schedules should be included in a Salon Intake Form?

Authors

Alex Denne

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