Intake Form Summary for the Therapist

Turns a client's intake form answers, however messy, into a one-page summary the therapist can read in a minute before the session.

Spa or massageBeauty and Personal Care✓ Checkedv1.0

Before and after

BEFORE · what the owner typed

Prep sheet for Thursday please. Ferncrest Massage Studio, 1425 Elkcrest St, Orchardbrook. Sharon Abbott booked it at the front desk. 60 min deep tissue at 2:30 with Sean Wise. Client is Sonia Cisneros, phone 216-555-0119. Form says: reason: tight neck and shoulders from desk work, headaches sometimes goals: loosen up, sleep better focus: neck, upper back, shoulders. says go easier on the LEFT shoulder, its sore pressure: firm avoid: no scalp massage, hates it prefs: quiet, warm room, no scented oil pregnant: no blood clots: no high blood pressure: yes, managed, takes lisinopril other meds: ibuprofen when needed surgery: knee scope 2 months ago, right knee allergies: almonds, got a rash from almond oil once skin: eczema inner elbows, flares up sometimes emergency contact: blank consent signature: blank

AFTER · what the skill produced

Booking
Sonia Cisneros, 60 minute deep tissue, Thursday at 2:30, with Sean Wise. Booked at the front desk by Sharon Abbott. Client phone: 216-555-0119. Ferncrest Massage Studio, 1425 Elkcrest St, Orchardbrook.

Reason for visit and goals
Tight neck and shoulders from desk work, with headaches sometimes. She wants to loosen up and sleep better.

Focus areas
Neck, upper back, and shoulders.

Avoid and preferences

Go easier on the left shoulder. She says it is sore.
No scalp massage.
Pressure: firm.
Quiet room, warm room, no scented oil.

For the therapist to review

Allergy: almonds. She got a rash from almond oil once.
High blood pressure, managed, takes lisinopril.
Takes ibuprofen when needed.
Knee scope on the right knee 2 months ago.
Eczema on the inner elbows that flares up sometimes.
Pregnant: no.
Blood clots: no.

Missing from the form

Emergency contact is blank.
Consent signature is blank.

Questions for the owner

Does the studio require a doctor's note for recent surgery or for blood pressure medication? Please confirm your policy and any local rules.
Which oil or lotion should Sean use for this client, since she asked for no scent and has an almond allergy?
Should the front desk collect the emergency contact and consent signature before Sonia goes back?

What it does

Turns a client's intake form answers, however messy, into a one-page summary the therapist can read in a minute before the session. It pulls out the goals, preferences, areas to avoid, and health details the therapist should look at, and it lists anything missing from the form.

Use it when: Use when a spa or massage practice needs to turn a client's intake form answers into a short summary for the therapist before the session, such as: summarize this intake form, prep notes for my next client, or what should I know before this massage.