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Hair Salon New Client Intake & Hair History Survey

Captures a new or returning client's hair type, chemical history, sensitivities, and styling goals before their appointment, so stylists arrive prepared instead of guessing. An AI follow-up interview digs into the client's hair story and what 'success' looks like to them, surfacing details a checkbox form would miss.

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

13 questions · ~7 min
Q01
Message

Welcome! Before your appointment, we'd love to learn a bit about your hair so your stylist can prep the right products and plan. This takes about 4-5 minutes and helps us give you a better result.

Q02
Multiple ChoiceRequired

Which best describes your natural hair texture?

  • Straight
  • Wavy
  • Curly
  • Coily/Very tight curl
  • A mix / varies by section
Q03
Multiple ChoiceRequired

Which of these have you had done to your hair in the last 12 months? Select all that apply.

  • Permanent color (all-over)
  • Highlights or balayage
  • Bleaching / lightening
  • Chemical relaxer or texturizer
  • Perm
  • Keratin or smoothing treatment
  • Henna or plant-based dye
Q04
Short TextRequired

Do you have any known allergies or sensitivities to hair products, or scalp conditions we should know about (e.g., PPD allergy, eczema, psoriasis)? Write 'None' if not applicable.

Q05
Multiple ChoiceRequired

Which of these are you currently dealing with? Select all that apply.

  • Dryness or brittleness
  • Breakage or split ends
  • Thinning or hair loss
  • Color fading or brassiness
  • Frizz
  • Scalp itchiness or flaking
  • Slow growth
Q06
Opinion ScaleRequired

Overall, how satisfied are you with the current health and appearance of your hair?

Scale: 17
Min:Very dissatisfiedMax:Very satisfied
Q07
RankingRequired

When choosing today's service, rank these priorities from most to least important to you.

  1. Low daily maintenance
  2. Repairing damage
  3. Vibrant, long-lasting color
  4. Volume or fullness
  5. Following a trend or reference photo
  6. Length retention / growth
Drag to rank
Q08
AI Interview

Reconstruct this client's hair history and real goal for today's visit: what has worked or gone wrong with past color, chemical, or cutting services, and what specific outcome would make them feel this appointment was worth it. If they mention damage, an allergy, or a bad past experience, probe for exactly what happened and what the stylist should avoid repeating. If their stated priorities from the ranking seem to conflict (e.g., low maintenance plus frequent color changes), gently surface that tension and ask which they'd compromise on.

Q09
Multiple Choice

What's your typical budget range for today's service?

  • Under $75
  • $75-$150
  • $150-$300
  • $300+
  • Not sure yet — want stylist recommendation
Q10
Multiple ChoiceRequired

In the last 12 months, how often have you had a professional hair service (cut, color, or treatment)?

  • This is my first time
  • Once
  • 2-3 times
  • 4-6 times
  • More than 6 times
Q11
Consent

We sometimes take before-and-after photos to track results and share on our portfolio or social media (never without your name attached unless you say it's okay).

Q12
Multiple Choice

What's your age range? (Optional — helps us understand our clientele)

  • Under 18
  • 18-24
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65+
  • Prefer not to say
Q13
Message

Thank you! Your stylist will review this before you arrive so they're ready with the right approach and products. Your info stays in your client file and is only used to personalize your visits.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Combines structured questions (hair texture, chemical history, allergies, current concerns, priority ranking, budget, service frequency) with an AI follow-up interview that reconstructs the client's hair history and what 'success' looks like for today's visit
  • Includes a dedicated short-text question for allergies/scalp sensitivities so stylists aren't guessing at contraindications before applying chemical services
  • Built-in consent step for before-and-after photos and an optional demographic question, plus a closing message confirming the stylist will review answers before the appointment
  • Surfaces nuance a checkbox form would miss — the AI interview probes the actual story behind past treatments and goals rather than stopping at multiple-choice selections

Jotform

Hair Salon Client Intake Form Template

A static, form-builder based intake template aimed at capturing basic client and hair details before a salon visit. It's a fielding-ready form but relies entirely on fixed fields rather than any adaptive questioning. Good for simple data capture, not for uncovering the story behind a client's hair history.

What it does well

  • Easy drag-and-drop customization typical of Jotform's builder
  • Ready-to-field template requiring no setup logic
  • Likely supports basic file/photo uploads and e-signature widgets

Where it falls short

  • No adaptive AI follow-up to probe inconsistent or vague answers
  • No automated per-response quality scoring or auto-generated report for stylists
  • No transparent, published methodology for how questions were designed

Typeform

Hair Salon Client Intake Form

A conversational-style intake form using Typeform's one-question-at-a-time UI, which improves completion feel over a traditional form. It still uses fixed question logic rather than true adaptive AI interviewing, so any 'why' behind a client's answer goes uncaptured. Suitable for quick pre-visit data collection only.

What it does well

  • Polished, mobile-friendly conversational question flow
  • Simple branching/logic jumps based on prior answers
  • Familiar UX for clients who've used Typeform elsewhere

Where it falls short

  • No AI-driven follow-up questioning or voice interview option
  • No automated quality scoring of responses before they reach the stylist
  • No auto-generated summary report synthesizing hair history and goals

SurveySparrow

Free Hair Salon New Client Consent Form Template

This template is scoped specifically as a consent form, not a full hair-history or styling-goals intake, so it covers a narrower slice of the pre-appointment workflow. It's fielding-ready for its stated purpose (liability/consent capture) but doesn't attempt to gather chemical history, sensitivities, or client goals in depth.

What it does well

  • Purpose-built for liability/consent capture in a salon setting
  • Conversational chat-style format consistent with SurveySparrow's product
  • Likely quick to deploy for the narrow consent use case

Where it falls short

  • Doesn't cover hair type, chemical history, or styling goals at all — much narrower scope than a full intake
  • No adaptive AI interview to surface the client's hair story
  • No automated report generation for stylist prep

SurveyMonkey

Client Intake Form Template

A generic, industry-agnostic client intake template rather than one tailored to hair salons, so it likely omits salon-specific fields like chemical treatment history or scalp sensitivities unless heavily customized. It's a usable starting point for basic intake but requires significant editing to fit a salon's pre-appointment needs.

What it does well

  • Flexible generic structure adaptable across many business types
  • Backed by SurveyMonkey's established survey-logic and analytics tooling
  • Familiar, trusted platform for respondents

Where it falls short

  • Not salon-specific — lacks built-in hair type, chemical history, or styling-goal questions out of the box
  • No adaptive AI follow-up interview or voice interview capability
  • No automated per-response quality scoring or auto-generated stylist-ready report

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.