Client Record Form Template

Improve service and increase efficiency when you use the Client Record Form Template from Formsite. Why make new clients sit in your waiting area filling out a stack of paper forms when they can quickly and easily complete their client information forms online? Give them the opportunity to complete their information on your website prior to their appointment or offer them an electronic tablet upon arrival. You can also share the form on social media using a custom form link. This digital information sheet is perfect for any small business such as a salon business, esthetician, waxing salon, or massage therapy practice.

Use our prebuilt client record form or customize it to meet the needs of your business with our editable form tools. Collect important client details such as contact information, phone number, referral information, any allergies, personal preferences, and more. Incorporate different field styles such as a checkbox or fillable text entry to gather all of the information you need. You can also make the template into a client consent form or liability waiver. Choose to receive a notification anytime a new Client Record Form is submitted and export form data using different formats like Microsoft Excel or PDF so they can be saved to the client profile.