New Guest Consultation and Service History Intake SOP | Free Sample

Set accurate service expectations while capturing the guest history your provider needs to work safely.

Step-by-step procedure

Welcome the guest, confirm contact details, and ask what result they want from today’s visit.
Review recent services, relevant sensitivities, medications, and products that could affect the treatment.
Inspect the starting condition together and explain any limits, risks, timing, or maintenance needs.
Confirm the recommended service, total price range, timing, and any required consent before beginning.
Record the consultation notes and take any approved reference photos in the guest profile.