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How to design an aromatherapy consultation form
A good consultation form is not about collecting the most data. It is about making both the safety call and the scent choice defensible.
This article is general aromatherapy record-keeping and safety material, not professional medical advice.
Decide what it is for first
A consultation form serves two layers. The first is safety background, which decides which oils to avoid or lower in concentration. The second is scent preference, which decides whether the client will actually want the blend.
Keep the two layers in separate blocks, so a client is not asked for medical detail before they understand why.
A suggested field order
Running from least to most sensitive keeps the form easy to complete.
- Basic details and contact information
- Intended use and the everyday situation it is for
- Liked and disliked scents
- Skin type and sensitivity
- Safety background: pregnancy, breastfeeding, asthma, epilepsy, sensitive skin, pets, young children
- Known allergies and current medications
- Free notes and the client's own questions
How to record scent preference
Recording by family rather than by individual oil ages better. The platform's client and personal profiles both use the same ten families: floral, citrus, herbaceous, woody, minty, spicy, sweet, fresh, resinous and earthy.
Recording what a client dislikes matters just as much. Ruling one family out often improves acceptance more than adding one in.
Ask the safety background specifically
'Any sensitivities?' is too vague to act on. Break it into answerable items: a reaction to a named oil or botanical family, asthma or epilepsy, pets or young children at home, current medication.
Each item needs an explicit option, so the answer maps straight onto a safety rule.
The data a consultation form gathers is background record-keeping, not professional medical advice. Anything requiring a medical judgement belongs with the client and their healthcare professional.
Use it before and after the consultation
Sending the form ahead of the appointment saves time in the room. Filling in the intended use and preferences afterwards gives you the basis for the formula.
For longer-term tracking, attach each round's formula and dosage to the same client so a follow-up visit can be compared directly.
Frequently asked questions
Should the form record medication names?
You can record what a client volunteers. Some oils carry interaction risk with particular medications, so having the information helps you review it — but keep the scope to what you actually need.
Can one general form cover everything?
Yes. A general form covering the common safety background and preferences works, with extras added for special cases. The app's seven templates are a starting point you can adjust.
Start from a form you can use right now
The free intake form tool already lays out these fields and generates a summary.