How To Properly Create Massage Intake Forms

How To Properly Create Massage Intake Forms

There are many ways to get new clients into your massage practice. One of the best ways is through massage intake forms. These forms are designed to create a positive experience for potential clients and give you a great way to start off on the right foot with your new patients. Creating a great intake form can be tricky, but there are plenty of resources out there that can help you make each intake form as efficient as possible. Here is how to do it properly.

Why do massage intake forms matter?

Many times, you’ll receive a call from a potential new client who is interested in booking an appointment. When this happens, it’s important to have massage intake forms on hand to assist with the conversation. At your massage practice, you want this form to be as efficient as possible: not only because it will make getting new appointments easier, but also because it will show your clients that you’re invested in their experience and care about their well-being.

Make sure you provide all relevant information on the intake form so that when the time comes for scheduling appointments, your patient will have everything they need. This is just one of the many reasons why it’s important for your practice to use an intake form.

What are the best ways to create an efficient intake form?

The most important thing to remember when creating a massage intake form is that it should be efficient. You want your clients to feel confident about choosing you as their therapist and your practice, so make sure that the process for submitting an intake form is easy.

It’s important to make sure that there’s a clear goal for each question of the intake form. This will help your potential client complete the form in less time and make them more likely to choose you based on what they’re looking for.

Additionally, it can be helpful to have some questions with multiple answer choices. For example, some questions could ask “Are you currently in pain?” with options of “yes,” “no,” “sometimes,” or “sometimes but not often.”

Having a variety of these types of questions creates clarity for your potential client because they see that you care about their needs and are ready to address them.

How to create a clear, concise form

In order to create a great intake form, you need to make it as clear and concise as possible. The more options your form has, the longer it will be and the more time it will take for your patient to submit their information.

The first step to creating a great intake form is determining what type of information you need from your patients. If you’re looking for potential new clients to fill out an intake form so that you can see if they’re eligible for a massage therapy session, the information that would be most important would be the applicant’s name, email address, and phone number. 

On the other hand, if you’re looking for people who have been recently discharged from in-patient care at your hospital, their medical history would be very important. Once you’ve determined what type of information you want, go through each section of the form and find out what information your patients need to provide so that those sections are succinct and clear. 

When drafting an intake form with multiple sections like this one does, don’t forget about questions such as: What are your insurance details? What were the symptoms that led you to seek treatment? Are there any family members who also live with these symptoms or problems?

Tips for filling out your intake form

First, make sure that the form is easy for you and your receptionist to use. Next, include a section for patients to share their personal experience with the practice. For example, if they enjoy your office’s music selection or would like to know when you’re open on Saturdays. Also, include a contact number somewhere on the form so that new clients can call you straight away and get an appointment without having to wait in line.

After filling out the intake form, it’s important to preview it before submitting it. Not only will this give you a chance to check for any mistakes, but it will also allow you to make changes and fine-tune the form so that it reflects your practice perfectly.


Choosing the wrong type of massage intake form could lead to incorrect information being submitted, which could lead to a false sense of what a patient needs. And, if you don’t have an intake form, your business might not properly meet its patients’ needs or be in compliance with the law.

Vincent Lalonde