Spa Client Intake Form

Preferences are worth as much as the medical history

The health section keeps a client safe. The preferences section is what makes them come back: the client who hates having their scalp touched, the one who wants silence, the one who is always cold, the one whose feet are ticklish.

None of that reaches a second therapist unless it's recorded. So this template asks for it explicitly and stores it alongside the clinical detail - which is how a spa feels personal on a visit where the usual therapist is off.

Why ask it all up front

Half-finished information is worse than none: it looks like you can begin, and then you can't. A client who fills in one page has told you enough to quote, schedule and prepare - without a single back-and-forth.

It also sets the tone. A form that asks precisely, and only once, reads as a business that has done this before. That impression is doing real work while your competitor is still emailing "quick question".

Health screening that protects the treatment

Pregnancy, recent surgery, medication, injuries, pressure preference - the questions that decide whether a treatment is safe and whether it will be enjoyed. Asked at the door they get a shrug; asked in advance they get an answer.

The form is also where you set expectations: arrival time, cancellation terms, what to expect. Written down once, it stops most of the awkward conversations at the desk.

It works on a phone, on a bad signal

People fill these in from a car park, a waiting room, a sofa at 11pm. This form is one small page that opens the instant they tap the link and submits without needing anything clever in their browser - so an answer sent on two bars still reaches you.

Yours to change, immediately

Nothing here is fixed. Rewrite a question, reorder them by dragging, add your brand colour, delete half of it. Save and the live form updates - there's no separate publish step and no deploy to wait for.

What this template asks

• Your name
• Email address
• Phone number
• Date of birth
• Address
• Emergency contact - name and number
• Doctor's practice
• Do any of these apply to you?
• Details of anything ticked
• Medication you take
• Injuries or surgery we should know about
• Are you pregnant or have you recently given birth?
• Skin type
• Allergies and sensitivities
• Any of these?
• Preferred massage pressure
• What makes a treatment better for you?
• Anywhere or anything to avoid?
• How often do you have treatments?
• Anything you've particularly loved or disliked before?
• The information above is accurate and I'll tell you if it changes
• I'll speak up during a treatment if anything is uncomfortable
• Send me offers occasionally

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