Use this to keep sessions preference-based, documented, privacy-aware, and ready to refer sensitive questions out.
Date: June 30, 2026. Related guide: /how-to-start-an-aromatherapy-consulting-practice/.
When to use this
Use this to keep sessions preference-based, documented, privacy-aware, and ready to refer sensitive questions out.
Before you start
Before the session, gather scope statement, consent language, privacy/retention note, referral script, and claim-safe marketing copy.
Completed example
| Field | Example |
|---|---|
| Client goal | Boutique scent |
| Setting/product | Retail diffuser |
| Preferences | Citrus/herbal |
| Sensitivity note | Avoid heavy floral |
| Sensitive trigger | No |
| Referral used | Not needed |
| Session note | Shared options |
Blank worksheet
| Field | Your entry |
|---|---|
When to stop
- Medical/pregnancy/pet/child question
- Ingestion or emergency
- Client asks for treatment plan
Common mistakes
- Collecting medical history
- Using cure language
- Letting testimonials exceed scope
Copy worksheet
# Client Preferences Form
Date: June 30, 2026
Guide: https://essenceauthority.com/how-to-start-an-aromatherapy-consulting-practice/
## Blank worksheet
- [ ] Client goal:
- [ ] Setting/product:
- [ ] Preferences:
- [ ] Sensitivity note:
- [ ] Sensitive trigger:
- [ ] Referral used:
- [ ] Session note:
## Stop triggers
- Medical/pregnancy/pet/child question
- Ingestion or emergency
- Client asks for treatment plan