About this template
Streamline your spa or wellness center's front-desk operations with this professional client intake template. Designed to capture essential health history, skin or body sensitivities, and service preferences, this form ensures your practitioners are fully prepared before a client walks through the door. By collecting this information digitally, you reduce administrative wait times and provide a more seamless, professional experience for your guests.
Beyond basic contact details, this template includes sections for medical history, current medications, and lifestyle factors that impact treatment outcomes. It also features a built-in consent section, allowing clients to acknowledge your facility's policies and safety protocols prior to their session. This proactive approach helps you manage risk, personalize treatments, and maintain a high standard of care from the very first interaction.
Key features
- Collect comprehensive health history and allergy information.
- Standardize client onboarding for faster check-ins.
- Include built-in consent and liability release sections.
- Mobile-friendly design for clients to complete on any device.
- Easily export responses to Sheets for quick staff review.
Use cases
- New client registration for massage or facial treatments.
- Pre-appointment health screening for wellness retreats.
- Collecting emergency contact and medical clearance information.
- Updating recurring client health profiles annually.
What this form collects
- Full Name (Short answer)Please enter your legal first and last name.
- Date of Birth (Date)Required for our records.
- Do you have any known allergies? (Paragraph)Please list any allergies to oils, lotions, fragrances, or nuts.
- Are you currently pregnant? (Multiple choice)Some treatments are not recommended during certain stages of pregnancy.
- Do you have any current injuries or chronic pain? (Paragraph)Please describe the area and the nature of the discomfort.
- Liability Waiver (Multiple choice)I understand that spa treatments are not a substitute for medical care and I agree to inform my therapist of any discomfort during the session.
- Cancellation Policy (Multiple choice)I acknowledge that cancellations made within 24 hours of the appointment time may be subject to a fee.
FAQ
Why should I use a digital intake form instead of paper?
Digital forms save time, eliminate manual data entry, and ensure you have a readable, organized record of every client's health history before they arrive.
Can I customize the medical questions for my specific spa services?
Yes, once you copy this template to your Google Drive, you can easily add, remove, or edit questions to match the specific treatments your spa offers.
Is this form suitable for medical aesthetic clinics?
Absolutely. The template is designed to be flexible enough for both general spa services and more specialized aesthetic treatments that require detailed health disclosures.
How do I ensure my clients complete the form before their appointment?
We recommend including a link to the form in your automated booking confirmation emails or sending it via SMS as part of your pre-appointment reminder sequence.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.