Can you tell me about any medications you're currently taking?
O
Capture Patient History
Concierge agent · 1.6K uses
Concierge Agent
Esthetician & Cosmetology Intake
Your intake form misses the details that prevent rebookings. Medical history forms collect checkboxes. Your concierge learns they had a bad Botox experience elsewhere, they're nervous about looking 'overdone,' and they want to look refreshed for their daughter's wedding. Now your provider can address fears, set expectations, and close the consultation.
Detailed consultations
Better treatment matching
Higher retention
Used 1,300+ times
What's inside this template
Start from this conversation and adapt it to your team — change any question, add your own logic, and connect the tools you already use.
Questions it always asks
The core fields every response captures.
Always ask about their aesthetic goals and what 'success' looks like
Ask about any medical conditions or medications
How it adapts
Follow-ups that change based on what people say.
If they've had treatments elsewhere, ask about their experience
If they mention a specific event, ask about the date and their goals
Where it routes people
Different paths for different answers.
If they're interested in injectables, suggest a Botox consultation
If they want body contouring, route to the CoolSculpting specialist
Automations it can trigger
Actions that fire the moment a response comes in.
Create a client record in Honeybook with intake details and treatment interests
Book a consultation via Calendly based on service type and provider availability
Add to HubSpot with treatment interests and value estimate
SOC 2 Type II and ISO 27001:2022 certified. Responses are encrypted in transit and at rest, and you own your data. View our Trust Center.
How this AI template works
Your intake form collects medical history checkboxes. Your concierge learns they had a bad Botox experience elsewhere, they're nervous about looking "overdone," their goal is to look refreshed for their daughter's wedding, and they're comparing you to two other practices. Now your provider can address fears and close the consultation.
Getting started
- 1
Share your consultation intake and the questions that matter most
- 2
Define what your providers need to know to convert consultations
- 3
Connect to your EHR or practice management system
- 4
Send before consultations and start closing more
Template Details
- Agent Type
- Concierge
- Category
- Healthcare intake & survey
- Role
- SalesOperations
- Industry
- Health & Wellness
- Business outcome
- Convert more leadsOperate more efficiently
- Job to be done
- Run client intake
- Journey stage
- Intake & qualification
- Integrations
- Honeybook, Calendly, Hubspot
- Times Used
- 1,300+
Forms collect fields. Conversations capture context.
Static forms force complex situations into rigid dropdowns. Perspective captures structured data and the reasoning behind it — so your team makes better decisions, faster.
The static form
yoursite.com/intake
Category *
Select...
Details
Describe your situation...
Submit
Result:Category: "Other"|Details: "It's complicated"
No context. No follow-up. No next step.
- Checkbox forms let clients select 'sensitive skin' without capturing which ingredients trigger reactions, seasonal patterns, or severity levels — leaving estheticians to guess at safe treatments.
- Paper intake forms completed in waiting rooms produce rushed, incomplete answers where clients skip medical history fields or write vague responses like 'some allergies' that provide no actionable information.
- Static forms treat acne clients and anti-aging clients identically, missing breakout triggers for one group and sun damage history for the other — no follow-ups based on actual concerns.
The AI conversation
"Tell me more about the timeline — when did this start, and is there a deadline your team is working against?"
Extracted & structured automatically
Category
High-priority
Urgency
Deadline: 2 weeks
Sentiment
Frustrated but hopeful
Next step
Route to senior team
Triggered: Slack alert sent| CRM updated
Right team. Full context. Instant action.
- Adaptive conversations explore each client's specific skin story — asking acne clients about hormonal patterns and product reactions while diving into sun exposure and previous procedures with anti-aging clients.
- Pre-visit conversations replace clipboard paperwork with detailed consultations clients complete at home, giving estheticians comprehensive profiles to review before the appointment starts.
- Dynamic questioning captures contraindications and treatment history that checkbox forms miss — identifying medication conflicts, previous adverse reactions, and realistic outcome expectations.
What information should an esthetician intake form capture?
An effective esthetician intake form captures current skin concerns, detailed product history, medical conditions and medications, previous treatments and results, lifestyle factors affecting skin health, and realistic treatment goals. Traditional paper forms use generic checkboxes that miss the nuances. This template uses conversation to understand each client's unique skin story. When someone mentions breakouts, the AI asks about timing, triggers, and products they've tried. For anti-aging concerns, it explores sun exposure history and previous procedures. The result is a comprehensive client profile that helps estheticians choose appropriate treatments and set realistic expectations.
FAQ
Frequently Asked Questions
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Replace drop-off, poor qualification, and missing context with AI conversations that capture structured data and real understanding. Set up in minutes.
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