Client Scent Preferences Worksheet

Agree on a non-medical scent service, record preferences and privacy choices, and leave the appointment with a clear next step.

Read the guide and worked example · Download a blank CSV

Saving your work: Entries are saved in this browser and are not submitted to Essence Authority. They may be accessible to other people using the same browser. Export a copy you want to keep, and use Clear saved data to remove the browser copy. Avoid medical histories, passwords, payment details, and unnecessary personal information.

How to use this worksheet

Use one row per appointment or agreed service. Describe the deliverable, such as a room-plan summary, rather than an open-ended wellness goal.
Confirm the service limits and ask only for necessary preferences, room information, and logistics. No added fragrance is a valid preference.
Record the client’s privacy choices and who can access the notes. Keep business and local-requirement checks in your own service records and link them briefly.
Finish with the agreed next step, referral if needed, and an appropriate retention or deletion date. Avoid using this browser worksheet on a shared computer for client details.

When to pause

Refer treatment, medication, pregnancy, child, veterinary, poisoning, or emergency questions to appropriate qualified help. Do not collect detailed health histories or let an urgent concern wait for this form.

Completed example

The fictional appointment was narrowed to a room-planning task. Retention depends on the actual service and applicable requirements; the example does not set a universal period.

Service requested *	Agreed service and limits *	Preferences and setting *	Consent and privacy choices *	Referral	Business requirements checked *	Record owner and access *	Retention and deletion date *	Final decision *
Shared retail-space scent preferences and notice planning	Non-medical scent and documentation service; version 2026-07 accepted	Citrus preferred; front retail room; two staffed shifts	Contact and room details only; no health history collected	Request for migraine treatment declined and referred to qualified care	Business, privacy, consumer, insurance, and advertising checks recorded	Consultant; access limited to consultant	Date set from service purpose and applicable requirements; see client record policy	Narrow scope

Your worksheet

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Service requested *	Agreed service and limits *	Preferences and setting *	Consent and privacy choices *	Referral	Business requirements checked *	Record owner and access *	Retention and deletion date *	Final decision *	Row controls
________________	________________	________________	________________	________________	________________	________________	________________	________________	Print this row or enable JavaScript to enter data.