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New client checklist 2026

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4.8 out of 5

125 votes

The document is a client intake form for Pure Luxe, a salon, spa, and med spa. It collects personal information from new clients, including contact details, preferences for communication, and interests in various services such as Botox, CoolSculpting, and spa treatments.

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Click ‘Get Form’ to open the new client intake form in the editor.
Begin by entering your personal information in the 'Client Information' section. Fill in your name, address, city, state, zip code, and phone numbers as prompted.
Next, provide your birthday and anniversary dates. This information helps us personalize your experience.
Indicate your gender by selecting either 'Male' or 'Female'.
In the 'Referral' section, specify how you heard about us to help us improve our services.
Adjust your email and mobile preferences by selecting whether you wish to receive confirmation emails, promotional emails, and texts.
Finally, select the services you are interested in discussing with one of our providers from the list provided.

Start filling out your new client checklist today for free and streamline your onboarding process!

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Versions	Form popularity	Fillable & printable
2016	4.8 Satisfied (125 Votes)

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pure new client intake form template

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