Consultation to Skin Plan Checklist by GlowIntake

Before she sits down

Send the intake form before the appointment, not at the doorA form filled in on a phone the night before gets honest answers about medications and recent procedures. A clipboard in the waiting area gets speed and blank fields.
Read the intake before she arrives and mark the two things you will ask aboutIsotretinoin history, recent injectables, actives in current use and any recent professional treatment. Two flagged questions is enough to open the conversation with authority.
Confirm what she is currently using, in the order she uses itAsk for brand and step order, not just categories. Good looks like knowing whether the retinoid is nightly, every third night or abandoned in a drawer since February.
Set the room so the consultation is not squeezed by the facialLamp, mirror and chair ready before she comes in. If consultation and treatment share the hour, decide in advance which minutes belong to which.
Have your plan pricing visible and settledKnow your series price, your spacing and what the home routine will cost before the conversation starts. Pricing improvised at the end of a facial is pricing you regret.

The consultation itself

Ask what she wants to see change and write her words downHer language, not yours. Congestion along the jaw before every period is a goal you can measure at visit four; better skin is not.
Screen contraindications out loud, even when the form is cleanMedications, pregnancy, recent peels, laser or injectables, active infection and known sensitivities. Saying it aloud catches what a rushed form misses.
Analyze under magnification and name what you see in plain termsBarrier condition, hydration, congestion, pigment and sensitivity. Good looks like her understanding one true thing about her skin she did not know when she arrived.
Record a baseline you can compare against laterNote conditions by area with a severity you will use again the same way. Consistency matters more than the scale you pick.
Say the plan out loud before you write it downNumber of visits, the spacing, what happens in each phase and what she does at home. If she cannot repeat it back roughly, simplify it now rather than at visit three.
Agree the first three appointment dates before she leaves the roomDates in a calendar, not an intention to call. A plan without booked dates is a conversation, and conversations do not show up in three weeks.

Building the six visit arc

Open with tolerance building rather than your strongest protocolVisit one establishes what her barrier can take. Estheticians who lead with the most aggressive treatment they are licensed to perform spend visit two repairing it.
Put the visible win in the middle of the arc, not at the endVisits three and four are where clients quit. Plan the treatment most likely to show a change she can see in the mirror right around there.
Set spacing by protocol and stick to it in the bookingWrite the interval in weeks for each step and hold to it. Letting a client stretch a two week gap into six weeks quietly turns a series back into singles.
Name what each visit is for in one line she can readVisit two is deeper exfoliation, visit five is pigment work. A plan she can read is a plan she can defend to herself when money is tight.
Decide in advance what would make you change the planPersistent irritation, no change by visit three, a life event. Knowing your own trigger points keeps an adjustment from feeling like a failure to her.

Home care handoff and the day fourteen checkpoint

Send her home with a routine of no more than four stepsCleanse, treat, moisturize, protect. Every extra step is a chance for her to give up on the whole thing by the second week.
Write the schedule with days on it, not just product namesRetinoid Tuesday and Friday nights, exfoliant Sunday. A dated schedule survives contact with a real week in a way that a bag of samples does not.
Tell her exactly what normal adjustment feels like and what does notMild dryness in week one is expected; stinging, weeping or a rash is a stop and call. Clients quit when they are surprised, not when they are uncomfortable.
Put a checkpoint at day fourteen while she is still in the roomA short message that asks one specific question about the routine. Good looks like her replying with a real answer instead of a thumbs up.
Log what she actually reported before the next visit startsTwo lines is enough. Walking into visit two knowing she stopped the retinoid on night four changes what you do on the table that day.

How to use it

Use this once as a script and twice as a reminder, then let it become the shape of how you consult. Most estheticians find two or three items on the list are the ones they always skip when the day runs late, and those are usually the ones that decide whether a client finishes a series. Mark them and defend them.

The list also works as an audit of a book that is not rebooking. Take five clients from the last two months who never came back for visit two and walk their consultation against these stages. The missing step is rarely the treatment itself; it is almost always the dates, the home routine or the day fourteen checkpoint.

Send me the editable copy

Send yourself the editable copy so you can cut the items that do not fit your protocols and keep the printable version on the counter.

Questions about this document

Can I use this if I do not sell six visit series yet?

Yes. The first two stages stand alone as a better consultation for any esthetician, whatever you sell at the end of it. The plan stages give you a structure to test on two or three clients before you decide whether series work suits your book.

Does this replace my intake and consent paperwork?

No. It is a working practice checklist, not a legal form. Your state board record keeping requirements, your consent forms and whatever your insurer expects still apply, and you should keep those in whatever form you already use.

How is this different from what GlowIntake does?

The checklist is the manual version of the same workflow, and it works on paper with nothing else involved. GlowIntake runs it for you: the intake goes out ahead of the visit, conditions stack visit over visit, and the dated home product schedule is sent to the client automatically.

The consultation checklist, run for you every time

Working the four stages by hand takes a printed sheet and the discipline to reach for it on a day that started late. GlowIntake sends the intake out ahead of the appointment, keeps the baseline you record under magnification, and puts the day fourteen checkpoint and the dated home routine out without you remembering to. Book a demo and we will walk one new client consultation through it.

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The consultation to skin plan checklist