12 min
Same machine, setup
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A complete client intake, consultation, and patch testing protocol. The legal and ethical foundation of every client relationship.
A 7-minute walkthrough of the complete client onboarding: initial consultation, intake forms, contraindication screening, and patch testing for Placeholder SKU D treatments.
The consultation and patch testing protocol is not bureaucracy – it is the foundation that protects you legally, protects clients medically, and demonstrates professionalism that builds trust. Every minute spent here saves hours of problems later.
Allocate minimum 15 minutes for first consultation (15 for new client onboarding, 5 for returning client check-in). Rushing this loses you more time downstream than you save.
Even if the client “had it done before” or “trusts you completely” – patch test every modality on every new client. This is non-negotiable insurance for everyone.
Digital intake forms (Jotform, Typeform, etc.) clients fill before arrival save you 10 minutes per first session. Plus they reduce error and improve record-keeping.
Your instructor
Cosmetic Dermatologist Advisor
Dr. Petrov advises LazzyBeauty on safety protocols, contraindications, and clinical-grade home use guidelines.
Credentials: MD, Board-Certified Dermatology, 18+ years clinical practice
Pillar 5
Every new client to your treatment room needs a complete safety screening before their first treatment with the Placeholder SKU D. This is your protocol.
Absolute contraindications
Pregnancy or breastfeeding
Active cancer or chemo within 5 years
Pacemaker or implanted electrical devices
Severe diabetes (uncontrolled)
Active autoimmune flare
Recent surgery in treatment area (under 6 months)
Recent botox (under 2 weeks) or fillers (under 4 weeks)
| Medication | Wait time | Reason |
|---|---|---|
| Isotretinoin (Accutane) | 6 months after stopping | |
| Anticoagulants (warfarin, regular aspirin) | Get physician clearance | |
| Photosensitizing antibiotics | 24h after last dose | |
| Topical retinoids | 7 days before, 7 days after most treatments | |
| Immunosuppressants | Get physician clearance |
Fitzpatrick I-III
Fitzpatrick IV
Fitzpatrick V-VI
Melasma history
Standard patch test protocol for new clients:
If any concerning response – DO NOT proceed with full treatment. Either retest at lower settings or refuse treatment.
Mild redness in patch test area
What to doNormal. Proceed with full treatment at same or slightly lower settings.
Significant redness lasting >48h in patch test
What to doRetest at lower settings in 1 week. Do not proceed with full treatment.
Hyperpigmentation in patch test area
What to doDecline treatment. Refer client to dermatologist if pigment change persists.
Blistering in patch test
What to doTreat blister carefully. Document with photos. Do NOT treat this client with this modality.
Red flags
Legal disclaimer
This guide provides general professional protocols. Specific legal requirements vary by jurisdiction. Always comply with local esthetician licensing requirements, insurance carrier requirements, and any specific regulations for the modalities you offer. Consult a legal professional in your jurisdiction for binding compliance advice.
Comprehensive intake covering all modalities
Legal-grade consent for cavitation, RF, microneedling, etc.
Log patch tests across all modalities and clients
Word-for-word scripts for delicate questions
Frame it as standard procedure: “I ask every client this regardless of how they look – is there any chance you could be pregnant or are you trying to conceive?” Most clients appreciate the directness and matter-of-fact tone.
Master complex client cases with multi-area treatment protocols on your Placeholder SKU D.
Series
Part 4 of 6