Intake profiles

Legally defensible intake records that protect clients and your business.

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Intake profiles

In a beauty salon, intake records are not just helpful — they are a legal and clinical requirement. Xircuit captures treatment interests, skin contra-indications (eczema, rosacea, recent Botox), patch-test consent, and expiry dates — and surfaces them automatically when the client books, keeping every appointment compliant and safe.

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Know your client before they arrive.

  • Record each client's treatment interest profile (lash, brow, nails, facials) to guide service recommendations at booking.
  • Capture skin contra-indications and flag them automatically when the client books a potentially affected service.
  • Log patch-test consent and expiry date per client — the system flags automatically when consent needs renewing before the next treatment.

Xircuit's intake-profile module captures each client's preferences, sensitivities, and service interests once — and surfaces the right information to your staff at the exact moment of service, so every visit feels expertly prepared.

Captured once, surfaced everywhere

Intake data — skin type, hair condition, allergies, preferred therapist — is collected at sign-up and automatically visible to every staff member who needs it.

Structured preference profiles

Store structured preference data beyond free-text notes — service categories, sensitivity flags, temperature and comfort preferences — in fields that can be filtered and acted on.

Allergy and contra-indication flags

Flag allergies and contra-indications at intake and surface them automatically whenever the client books a relevant service — a safety net that never sleeps.

Staff-ready at the point of service

Therapists and stylists see the relevant intake summary the moment they open a client's appointment — no digging through notes before the service begins.

Consent and patch-test records

Log patch-test outcomes, consent dates, and validity periods against the client record — legally defensible and automatically flagged when consent is about to expire.

Intake profiles

Beauty salons that use Xircuit intake profiles to track patch-test requirements commonly achieve full patch-test compliance — removing the liability that comes with missing records.

Frequently Asked Questions

When does a client fill in their intake profile?

Intake questions are presented during the onboarding flow — either when the client accepts a membership invite or before their first booking, depending on your configuration.

Can staff update the intake profile after a visit?

Yes. Staff can add or update sensitivity flags, treatment notes, and preferences after each visit — the profile grows richer with every interaction.

Is the intake data visible to all staff?

Access to intake profiles is role-based. Therapists see what they need for the service; admin staff and managers have broader visibility depending on your permissions configuration.

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