PMU Consultation Checklist & Template 2026

An incomplete pre-appointment intake is the fastest way to expose yourself to liability as a PMU artist — a client on Accutane, an undisclosed autoimmune condition, or a missing consent signature can turn a technically successful procedure into a legal nightmare. PMU consultations aren't optional paperwork; they're your diagnostic tool, your legal shield, and the foundation of every outcome that heals correctly. Below is the complete PMU client consultation checklist every PMU artist should use before every appointment, covering health history, contraindications, skin assessment, preference mapping, and consent. Copy it, print it, or use it as your digital intake form template.

Why a PMU Consultation Form Protects You Legally and Improves Results

PMU is a medical-adjacent procedure performed on the skin — and like any skin treatment, the outcome depends heavily on factors only the client knows. Blood thinners cause excessive bleeding that breaks up pigment before it sets. Accutane (even if discontinued 6–12 months ago) leaves skin too sensitized for permanent procedures. Fitzpatrick VI skin tones hold pigment differently than Fitzpatrick I–II, which changes your technique, needle depth, and color selection entirely.

A documented, signed intake form does three things:

• Screens out contraindications before you pick up a machine.
• Sets informed expectations — clients who understand the healing process follow aftercare instructions and get better results.
• Creates a paper trail — if a client later disputes the outcome, a signed form showing they disclosed (or failed to disclose) their health history is your primary legal protection.

Section 1: Client Basics & Contact Information

Collect this before anything else — it's the foundation of every client record.

• Full legal name
• Date of birth
• Phone number & preferred contact method
• Email address
• Emergency contact name & number
• How did you hear about us? (track your referral sources)

Section 2: Health History & Medical Conditions

Ask clients to check all that apply — never assume a healthy-looking client is condition-free.

• Diabetes (Type 1 or Type 2) — affects healing speed and pigment retention
• Autoimmune conditions (lupus, eczema, psoriasis, vitiligo)
• Heart conditions or pacemaker
• Thyroid disorder (hypothyroid or hyperthyroid)
• History of keloid or hypertrophic scarring
• Active cancer or currently undergoing chemotherapy or radiation
• Hepatitis B or C / HIV
• Epilepsy or seizure disorders
• Currently pregnant or breastfeeding
• Any other skin conditions in or near the treatment area

Section 3: Contraindications & Current Medications

This is where most artists uncover the booking-stopping issues they wouldn't otherwise know about.

• Accutane (isotretinoin) — must be discontinued for a minimum of 12 months before any PMU procedure
• Blood thinners: Warfarin, Xarelto, Eliquis, daily aspirin (81mg+)
• Topical retinoids or retinol on or near the treatment area (stop at least 4 weeks before the appointment)
• Botox or dermal fillers in the brow or forehead zone (wait at least 3 weeks post-injection)
• Topical corticosteroids applied near the treatment area
• High-dose vitamin E or fish oil supplements (blood-thinning effect)
• Immunosuppressants or long-term systemic steroid use
• Any new medications started in the past 30 days

Section 4: Skin Type & Pre-Treatment Assessment

The artist completes this section during or following the consultation — not the client.

• Fitzpatrick Skin Type: I / II / III / IV / V / VI
• Skin texture: normal / dry / oily / combination
• Visible enlarged pores in the brow zone? (yes / no)
• Sun damage or hyperpigmentation present near the treatment area? (yes / no)
• Active acne, rosacea, or irritation near the site? (yes / no)
• Visible scar tissue in the treatment area? (yes / no — document location)
• Previous filler or Botox in the brow or forehead zone? (yes / no — if yes, note approximate date)

Section 5: Procedure Preferences & Brow Mapping

Collect client preferences before the appointment — arrive with a plan, not a blank canvas.

• Desired technique: ombré powder brows / nano brows / combination brows / microblading / hairstrokes
• Color tone preference: cool ash / neutral taupe / warm brunette / warm black
• Arch style preference: soft & natural / defined / bold & lifted
• Thickness preference: natural fill / medium / full coverage
• Reference photos submitted? (yes / no)
• Brow mapping measurements (completed by artist at appointment): start point / arch point / tail point
• Symmetry and asymmetry notes for the client file

Section 6: Previous PMU Work

Previous work changes everything — technique selection, needle configuration, color theory. Document it thoroughly.

• Has the client had PMU performed in this area before? (yes / no)
• If yes: technique used, approximate date, and studio name
• Is pigment still visible in the treatment area? (yes / no — photograph it and attach to the client record)
• Did the previous color heal warm, cool, or true to tone?
• Was a correction or cover-up previously attempted? (yes / no)
• Patch test required due to a prior reaction? (yes / no)

Section 7: Consent, Aftercare Agreement & Signature

Every client must read, understand, and sign this section — including returning clients coming in for a touch-up.

• Client confirms all health history disclosed above is accurate and complete
• Client understands PMU results vary by skin type and individual healing response
• Client acknowledges a touch-up (typically 6–8 weeks post-procedure) may be required for optimal results
• Client agrees to follow all aftercare instructions provided at the appointment
• Artist is not liable for suboptimal results caused by undisclosed conditions or failure to follow aftercare
• Photography consent: client permits before-and-after photos for artist portfolio use (yes / no)
• Client printed name + signature + date
• Artist signature + date

The right tool makes this easier

Paper forms get lost, scanned PDFs pile up in email, and asking clients to fill out a document and send it back creates unnecessary friction before the appointment. ROXO Hub's digital intake forms let you build your full PMU consultation checklist once and send it automatically to every client when they book — no manual reminders, no chasing, no scanning.

Every response is saved directly to the client's record alongside their booking history, photos, and appointment notes. When a client returns for a touch-up six months later, their original intake form is already in the system — you can spot any health changes at a glance without recollecting everything from scratch.

ROXO Hub is $39.99/month flat rate — no per-feature add-ons, no hidden fees — and includes booking, payments, client management, digital forms, and a built-in website. PMU artists who collect consultation forms inside their booking flow start every appointment already knowing the client's health profile, skin type, and style preferences, with a signed record in the file before a needle is loaded.

Frequently Asked Questions

What should a PMU consultation form include?

A complete PMU consultation form should cover seven areas: client contact details, full health history, current medications and contraindications, skin type assessment, procedure preferences and brow mapping notes, previous PMU history, and a signed consent and aftercare agreement. Missing the contraindications section in particular creates both a patient health risk and a legal liability gap for the artist.

Can I do PMU on a client who is on blood thinners?

Most PMU artists decline to treat clients on prescription blood thinners such as Warfarin, Xarelto, or Eliquis, because excessive bleeding during the procedure pushes pigment out of the skin before it can anchor during healing. Daily low-dose aspirin (81mg+) carries a similar thinning effect. Always require clients to disclose all current medications on their intake form, and review your PMU insurance policy's guidelines for high-risk clients before proceeding.

How long before PMU should a client stop using retinol?

Clients should stop applying retinol or prescription retinoid products to or near the treatment area at least 4 weeks before their PMU appointment. Retinoids accelerate skin cell turnover, which causes freshly deposited pigment to migrate and fade faster during the healing phase. Include this as a pre-care requirement on your consultation form so clients arrive skin-ready.

Is a PMU consent form legally binding?

A signed PMU consent form that clearly describes the procedure, its known risks, aftercare requirements, and the client's self-disclosed health history is a legally recognized document in most jurisdictions. It won't protect against negligence, but it does establish that informed consent was given and that the client acknowledged their disclosed conditions. Always date the form and retain it in the client's permanent record.

Do returning PMU clients need to complete a new consultation form?

Yes — health history and medications change between visits, so even returning clients should confirm or update their health profile at each appointment. A client who had no contraindications at their first session may be on blood thinners or a new retinoid a year later. ROXO Hub stores all previous intake forms in the client record, making it easy to compare new disclosures against prior visits at a glance.