Skip to content

TemplatesTattoo

tattoo intake form

An intake form is completed before the appointment, which makes it the only document in this trade that can prevent a problem rather than record one.

  • 14-day trial
  • No card needed
  • Set up in 10 minutes
  • Cancel anytime
screening questions
10screening questions
stop the appointment
5stop the appointment
minutes to set up
10minutes to set up
a month to start
$8a month to start

Tattoo consent and medical history

  • Full name

  • Date of birth

  • Email

  • Phone

  • Are you pregnant or breastfeeding?

    YesNo

Blood thinners

Why this form, specifically

It settles the deposit and cancellation terms in writing at booking, which is what most small-claims filings in this trade are really about.

Look before you download

The whole document, before you give us anything

Tattoo consent and medical history

Your details

Full name

Date of birth

Email

This is where your aftercare instructions go.

Phone

Health questions

Are you pregnant or breastfeeding?

Do you take blood thinners, or aspirin daily?

Do you scar badly, or get keloids?

Page 1 of 3

This is the form you get

Not a sample, not a preview of a preview. Every question below is in your account ten minutes after you sign up, with the flags already set and the aftercare email already written.

  • 14-day trial
  • No card needed
  • Set up in 10 minutes
  • Cancel anytime
5 stop treatment4 need caution1 are fineDo not treat, Proceed with caution, Safe to proceed

The 10 answers that should stop you

An intake form is completed before the appointment, which makes it the only document in this trade that can prevent a problem rather than record one. Every screening answer that arrives a week early is a conversation that happens by message instead of with a client already in the chair.

Do not treat

5
  • WhyAnticoagulation means the skin bleeds continuously through the session. Blood pushes ink back out of the dermis as fast as it goes in.

    What goes wrong if you treat anywayPoor ink retention, a patchy heal that needs redoing free of charge, heavy bruising, and a genuinely longer bleed than either of you wants to manage.

    What to doPostpone and ask the client to speak to their prescribing doctor. Never advise them to stop a medication yourself. Document that you referred.

    The question that catches itDo you take blood thinners, or aspirin daily?

  • WhyAlcohol thins the blood and impairs judgement. Consent given by an intoxicated person is not valid consent, which matters more than the bleeding.

    What goes wrong if you treat anywayExcessive bleeding, poor healing, a design decision they regret, and a consent form a lawyer will tear apart.

    What to doRefuse and rebook. This is the one refusal that is never worth negotiating, and having it written on the form makes the conversation easy.

    The question that catches itHave you had alcohol or recreational drugs in the last 24 hours?

  • WhyImmune function is altered, infection risk carries consequences for the pregnancy, and pigment safety in pregnancy has never been studied.

    What goes wrong if you treat anywayAn avoidable infection risk during pregnancy, and a claim no insurer will support.

    What to doDecline and rebook after breastfeeding ends. Nearly every professional policy excludes it outright.

    The question that catches itAre you pregnant or breastfeeding?

  • WhyTrue amide anaesthetic allergy is rare but real, and reactions can be systemic.

    What goes wrong if you treat anywayAn allergic reaction during a long session where more product keeps being applied.

    What to doNo numbing product at all. Work without it, and note the allergy prominently on their record.

    The question that catches itAre you allergic to lidocaine or other numbing agents?

  • WhyBurnt skin is already injured and about to peel, taking fresh ink with it.

    What goes wrong if you treat anywayExtreme pain, poor healing, and ink loss as the burn peels.

    What to doPostpone until the skin has fully recovered and is no longer peeling.

    The question that catches itIs the area sunburnt, waxed or exfoliated in the last 48 hours?

Proceed with caution

4
  • WhyElevated blood glucose slows wound healing and raises infection risk, particularly in the lower limbs.

    What goes wrong if you treat anywaySlow healing, patchy ink, and a materially higher chance of infection.

    What to doTreat only if well controlled. Avoid feet and lower legs. Shorter sessions, and stronger aftercare instructions than usual.

    The question that catches itDo you have diabetes?

  • WhyKeloid-formers respond to dermal injury with excess collagen, and a tattoo is dermal injury by design.

    What goes wrong if you treat anywayA raised keloid that distorts the design permanently, on chest, shoulders and upper back especially.

    What to doWarn explicitly, do a small test piece in a low-risk site, and get the risk acknowledged in writing.

    The question that catches itDo you scar badly, or get keloids?

  • WhyPain, adrenaline and long sessions are recognised seizure triggers in susceptible people.

    What goes wrong if you treat anywayA seizure mid-session, with a needle in hand.

    What to doAsk about triggers and frequency, keep sessions short, never work alone, and make sure someone accompanies them home.

    The question that catches itDo you have epilepsy or a seizure disorder?

  • WhySome valve conditions carry an endocarditis risk from any bacteraemia, and tattooing produces one.

    What goes wrong if you treat anywayInfective endocarditis - a bacterial infection of the heart valve seeded by the bacteraemia the session produced. It is rare, and it is the reason the question is worth asking anyway.

    What to doAsk for written clearance from their cardiologist before booking. Do not take a verbal 'they said it's fine'.

    The question that catches itDo you have a heart condition, or a pacemaker?

Safe to proceed

1
  • WhyUniversal precautions already assume every client is infectious. A disclosure does not change whether you treat - it changes how carefully you set up and clean down.

    What goes wrong if you treat anywayThe real risk is a client who does not disclose because they expect to be refused. Making refusal the expectation is what produces silence.

    What to doTreat. Say so on the form, in plain language, so people tell you the truth. Full single-use setup and a documented clean-down.

    The question that catches itDo you have hepatitis, HIV or another blood-borne condition?

What you actually get

Nobody buys a consent form

They buy the fifteen minutes back at the start of an appointment. They buy the phone call they did not have to make, because the contraindication turned up two days early instead of two minutes late. They buy an insurer who pays out, because the patch test has a timestamp rather than a memory attached to it.

The form is the mechanism. What you are actually buying is the record it leaves behind.

That is the whole argument, and it is why the questions matter more than the software. A blank form builder hands you a canvas and calls it flexibility. This hands you the nine questions that a waxing client should be asked, in the wording that gets an honest answer, with the risky one already flagged in red.

What this saves you

Not what the form contains - what it gives you back. Every number below is arithmetic you can check on the calculator further down the page.

Automatic

guardian co-sign and ID capture

Under-18 forms require a guardian signature before they can be submitted, and ID photographs attach to the record rather than living in a separate file. The control does not depend on a busy Saturday going well.

Seconds

to find any client's form

The reason to leave paper is not the signing, it is the finding. When a health inspector or a solicitor asks for one specific record from eighteen months ago, you search a name instead of an afternoon.

Before they sit down

not halfway through

A form that collects answers and does nothing with them has solved the wrong problem. A risky answer turns the submission red and names the reason at the top, at the only moment the information is worth anything.

4 seconds

from signature to aftercare email

The aftercare for their treatment lands in their inbox before they have left the chair, written for that service and editable in your words. Clients who follow aftercare heal better, complain less and rebook more - and you did nothing.

Same week. One thing changed.

The left-hand column is most studios today. The right-hand one is the same week with the form sent at booking instead of handed over on arrival.

On paper
  1. The health inspector asks for one client's form from last spring
  2. You know it exists, in a box, filed by nothing in particular
  3. You lose the afternoon looking
  4. The ID photo was never taken, because you recognised her

Nothing here is negligent. It is just undocumented.

With Lumela
  1. You type her name and the record opens
  2. The ID photo she took on her own phone is attached to it
  3. Guardian signature, timestamp, IP, device - all on the same record
  4. The inspection takes four minutes

Same treatments, same clients, same you. Different record.

Try the flag

Answer these as if you were the client

Answer honestly and nothing happens. Answer yes to the one that matters and watch what lands on your side.

What the client sees

  • Do you take blood thinners, or aspirin daily?

  • Have you had alcohol or recreational drugs in the last 24 hours?

  • Do you have diabetes?

  • Do you scar badly, or get keloids?

What you see

Answer honestly and nothing happens. Answer yes to the one that matters and watch what lands on your side.

In your submissions list

Tattooing0

Tattoo

What goes wrong without it

The dispute is never about the tattoo.

A client pays a two hundred dollar deposit over Instagram DM, cancels nine days before a full-day session, and asks for it back. The artist's policy is fourteen days' notice, which is reasonable and has been stated in her bio for two years. The client says she never saw it. Neither party is lying. There is no document, so the outcome is decided by who is more stubborn, and the artist loses either the money or the afternoon spent arguing about it - which is worth more than the deposit.

What a tattooing intake form has to cover

The actual field list, and why each group is on this particular form.

Contact and booking

  • Full name
  • Preferred name
  • Date of birth
  • Email
  • Phone
  • Instagram handle

The Instagram handle is the field every other trade would consider frivolous and this one uses constantly - it is how artists tag work, how they check a client's references, and how the post that brings the next three clients gets made.

The piece

  • Design idea in the client's words
  • Reference images
  • Placement
  • Approximate size
  • Colour or black and grey
  • Cover-up or existing work in the area
  • Budget range
  • Availability

Cover-up is the question that changes everything downstream. An artist who finds out on the day that the client wants to cover an existing piece has lost the appointment before it started.

Experience and expectations

  • Previous tattoos
  • How they healed
  • Pain and fainting history
  • Session length they can manage
  • Anything they are anxious about

Fainting history is a practical scheduling question rather than a medical one. A client who has gone down before gets a shorter session, food beforehand and a chair that reclines.

Medical and consent

  • Full medical screening
  • Consent statement
  • Deposit and cancellation terms acknowledged
  • Signature with timestamp

Deposit terms belong on the intake form and not in a DM. It is the single most common source of disputes in this trade, and it is entirely preventable with one acknowledged line.

Is a digital signature legally valid?

Exact time signed

IP address

Device and browser

The exact form they saw

Yes - the US ESIGN Act and the state UETA adoptions give it the same legal effect as ink. What makes it hold up is the evidence stored beside it, and a paper form in a drawer carries none of this.

Sign with your finger

Where you stand legally

A tattoo intake form gathers information and does not, on its own, satisfy any statutory requirement. The consent, the age verification and the retained record all still have to happen at the appointment. What an intake form does change is the deposit relationship: a documented, acknowledged cancellation and deposit policy, agreed before money moves, is the difference between an enforceable term and a dispute about what was said in an Instagram thread. Small-claims filings in this trade are overwhelmingly about deposits rather than about tattoos. The second consideration is data: intake forms collect reference images, contact details and sometimes medical information from people who never become clients, and holding that indefinitely is a liability with no upside. Set a deletion point for enquiries that do not convert. Not legal advice.

Paper, PDF or digital?

Paper

Fine when you are small

  • Signed before they arrive
  • Flags contraindications
  • Findable by name in seconds
  • Proves when it was signed
  • Sends aftercare automatically
  • Costs nothing

Emailed PDF

Worst of both

  • Signed before they arrive
  • Flags contraindications
  • Findable by name in seconds
  • Proves when it was signed
  • Sends aftercare automatically
  • Costs nothing

Digital

Earns its place at scale

  • Signed before they arrive
  • Flags contraindications
  • Findable by name in seconds
  • Proves when it was signed
  • Sends aftercare automatically
  • Costs nothing

Three clients a week? Print it and staple it in a binder. That is genuinely fine, and software would be an expense with no return. Digital earns its place around ten to fifteen clients a week, when finding one form again matters more than the minutes it took to file it.

Questions people actually ask

  • Contact details, the design brief with references, placement and size, whether it is a cover-up, budget and availability, previous tattoo experience including fainting history, the medical screening, and an acknowledgement of your deposit and cancellation terms.

Your form is written. Come and get it.

Pick your service, and it is in your account before you have finished making a coffee. 14 days free, no card.

  • 14-day trial
  • No card needed
  • Unlimited forms
  • Cancel anytime

General guidance for professionals, not legal or medical advice. Check the rules that apply where you work.

Tattoo Intake form: Ready-Made, Signed On Their Phone . Lumela