4.3.1. Client Intake, Consent, and the Skin Analysis Process
💡 First Principle: The intake form documents what you asked, what the client reported, and what you observed. It creates a professional record that protects both the client (ensures nothing was missed) and the esthetician (documents informed consent and pre-existing conditions).
The consultation process:
- Intake form — client completes before first service; captures health history, medications, allergies, previous reactions, and current skin concerns
- Visual skin analysis — esthetician observes skin under good lighting, preferably with a magnifying lamp; notes texture, tone, pore size, moisture level, any lesions or irregularities
- Client interview — discuss concerns, goals, recent product use, and any changes since last visit
- Informed consent — client acknowledges understanding of the service, any associated risks, and the esthetician's scope of practice
- Document findings — record skin type, condition, observations, and treatment plan
Key questions to ask during intake:
- Current medications (some medications affect skin sensitivity or contraindicate certain treatments — retinoids, blood thinners, Accutane)
- Recent cosmetic procedures (laser, chemical peel, injectables)
- Allergies to products, fragrances, latex, metals
- Current skin conditions or diagnoses
- Pregnancy or breastfeeding
- History of adverse reactions to esthetic treatments
⚠️ Exam Trap: Clients using Accutane (isotretinoin) cannot receive chemical exfoliants, waxing, or aggressive facial treatments. This medication causes extreme skin fragility — waxing will tear the skin. This is one of the most commonly tested medication-related contraindications.
Reflection Question: A returning client arrives for her monthly facial and mentions she just started a new prescription medication. Should this change anything about how you proceed with the consultation? Why?
