Your lash consultation form,
question by question.

What should a lash consultation form include?

A lash consultation form should say who the client is, ask about eye conditions, contact lenses and recent eye surgery, ask about allergies to lash adhesive, latex, tint or lift solution and any reaction before, record the patch test, and end with aftercare, consent and a signature with the date. Lash lifts and tints add a question about a patch test for that product. Check the final wording with your insurer.

We make Covered Beauty, which has ready-made lash extension, lash lift and lash tint forms, so we’ve said where it fits. Nothing here is legal or medical advice. Your insurer’s rules and the product manufacturer’s instructions come first.

Who is the form about?

Start with who the client is, so the signed form stands on its own as a record: their full name, date of birth, address, phone number and email. Some lash techs add an emergency contact too.

Every ready-made form in Covered Beauty asks for the client’s full name, date of birth and home address. Their phone number and email are already on their client record.

What health questions should you ask before lash extensions?

Our ready-made lash extensions form asks three, each a yes or no:

• Any known allergy to lash adhesive or latex?
• Any eye conditions, recent eye surgery, or do you wear contact lenses?
• Have you had a reaction to lash extensions before?

You might add questions like these, with room for details:

• Do you have sensitive eyes, hay fever or anything else that makes your eyes itch or water?
• Have you had a lash lift, tint or any other treatment around your eyes in the last few weeks?
• Do you wear glasses, swim or go to the gym often?
• Is there anything else about your health we should know?

Glasses, swimming and the gym all change the aftercare you give. Keep each question short and about the treatment. A form that asks only what you need gets filled in properly.

What extra questions do lash lifts and tints need?

Lifts and tints put a solution or a dye on the lashes, so the question that matters most is the patch test. Our ready-made forms ask these.

Lash lift

• Have you had a patch test for this solution within the last 6 months, with no reaction?
• Any known allergy to lash lift solution or adhesive?
• Any eye conditions, recent eye surgery, or do you wear contact lenses?
• Are you pregnant or breastfeeding?

Lash tint

• Have you had a patch test for this tint within the last 6 months, with no reaction?
• Any known allergy to hair dye or tint (including PPD)?
• Any eye conditions, recent eye surgery, or do you wear contact lenses?

How do you record a patch test?

BABTAC’s Good Practice Guide, from 2016, is the trade body’s guidance for its members. It says to:

• do a skin patch test at least 24 hours before treating a client for the first time, or 48 hours before for clients with diabetes or other special circumstances
• test again after a change in their medical history, a new product or formula, hormonal changes such as pregnancy or menopause, or 12 months since their last treatment
• follow the manufacturer’s instructions if they ask for testing more often
• ask the client to sign their consultation form or record card to confirm they’ve had the patch test and are happy to go ahead
• never go ahead with a client who reacted to the patch test

It lists eyelash and eyebrow tinting and lash extensions among the treatments that need a patch test, and eyelash perming where the manufacturer says so. It also says that if a client refuses a patch test the treatment needs and you go ahead anyway, a consent form they sign won’t protect you. Your insurer’s own rules come first, so check your policy.

Recording it in Covered Beauty

• The lash lift and lash tint forms, and the brow tint, henna and lamination forms, ask whether the client has had a patch test in the last 6 months with no reaction. Change the wording to match your insurer and the product.
• The lash extensions form doesn’t ask about a patch test, so add a yes or no question such as “Have you had a patch test for our lash adhesive, with no reaction?”
• Add a patch test as its own short treatment with no deposit, so clients can book one online before their appointment.
• Write the date, the product and the result in the client’s notes.
• Covered Beauty doesn’t stop a client booking a treatment without a patch test, so check their form before you start.

How should the form handle aftercare and consent?

Finish with what the client agrees to. Our lash extensions and lash lift forms end with a tick to say they understand the aftercare advice and will follow it, then a tick to confirm their answers are accurate and they consent to the treatment. The lash tint form has the consent tick. Then they type their name to sign, and the date goes alongside.

If you post photos of your work, ask for that separately, with its own tick that starts unticked, and say where the photos will go. Our lash forms don’t have a photo tick, so add one if you need it.

Every form also shows the client a short note about their health information and asks for a separate tick giving their explicit consent to it being used. Why that matters is in our guide to consent forms and UK GDPR.

How often should clients fill it in again?

BABTAC suggests reviewing a client’s personal details and medical history every six months, and a fresh patch test after any of the changes above.

In Covered Beauty, when the form comes with a booking and the client filled in the same form in the last 6 months, they see their previous answers and confirm nothing has changed, including no new reactions since any patch test, then sign again. Patch test questions never carry over: they answer those again every time, so you always have this visit’s answer. That goes for any question you add that mentions a patch test too. If something has changed, they fill in the whole form afresh. Edit a form and clients fill in the new version next time.

Forms sent as a private link or handed over on your tablet are always filled in fresh, so whoever holds the device never sees another client’s earlier answers.

Paper or digital?

Paper record cards work, but they can go missing, they need locking away and the client fills them in once they’re already in your chair. Covered Beauty gives you three ways to have it done before you start:

• With their booking. Link the form to your lash treatments and it goes out with the confirmation, with a reminder 48 hours before if it isn’t done.
• A private link. Email it, or copy it into WhatsApp or a text. It works for 14 days and only for that client.
• On your phone or tablet. Set a kiosk PIN, then use Hand to client. It shows only their forms until someone from your team enters the PIN.

Whichever way, the signed form lands on the client’s record, ready to print or download as a PDF. See how online consultation forms work.

Doing brows too?

There are ready-made brow tint, brow henna, brow lamination and brow wax forms. The tint, henna and lamination forms ask about a patch test in the last 6 months, allergies to the product and eye conditions, and the lamination form asks about pregnancy too. The brow wax form asks about broken skin or sunburn on the brow area, Roaccutane or retinoids, and wax allergies.

A client booking a lamination and a tint together fills in both forms, one after the other, and a form both treatments share comes up once. For deposits, infills and the rest, read booking software for lash and brow artists.