Wellness Intake Form Template

A wellness intake form is a pre-appointment questionnaire used by spas, massage therapists, and holistic health clinics to collect a client's health history, current conditions, treatment preferences, and informed consent before any hands-on service begins. It gives practitioners the clinical context needed to personalize and safely deliver each session.

Clients should complete the wellness intake form before their first appointment and again whenever their health status changes significantly, such as after a surgery, new diagnosis, or pregnancy. Sending the form at the time of booking gives the practitioner time to review responses and prepare any necessary modifications to the treatment plan.

A standard wellness intake form captures contact details, the type of service requested, relevant health conditions or recent surgeries, pregnancy status, skin sensitivities or allergies, preferred massage pressure, body areas to focus on or avoid, and explicit treatment consent. Together these fields let practitioners customize the session and document client approval.

By documenting health conditions, contraindications, and signed consent before treatment begins, the form creates a clear record that the client was screened and agreed to the service. This protects practitioners from liability in the event of an adverse reaction and ensures clients are not exposed to treatments that conflict with their medical history or skin conditions.

Yes. A well-structured wellness intake form can include service-type selection and conditional fields that surface relevant questions based on the chosen treatment. Capturing pressure preferences, skin sensitivities, and focus areas in one form means clients complete a single document regardless of whether they book massage therapy, a facial, a body wrap, or acupuncture.