Spa Intake & Health History Form
Treatment-safe intake: conditions, contraindications, pregnancy and pressure preferences.
A ready-to-use beauty, salon & spa form for small teams who need a reliable intake process: 17 questions, 2 pages, 5 conditional rules.
- Questions
- 17
- Pages
- 2
- Layouts
- classic · card
- Conditional rules
- 5
Searches this template answers
- spa intake form
- massage intake form
- spa health history form
- client consultation form spa
- massage health questionnaire
Also filed under
Live preview and test console
This is the real form. Answer it to test the 3 conditional rules — nothing is sent or stored.
Page 1 of 2 — About you
Every question on this page is currently visible.
Compliance checklist
- Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
- Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
- Medical disclaimer present — passingThis form does not provide medical advice, diagnosis or treatment. Information you share here is not a substitute for care from a qualified clinician. In an emergency, contact your local emergency service immediately.
- Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.
What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.
Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.
Who this template is for
Spa Intake & Health History Form is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.
- Small teams who need a reliable intake process working in beauty, salon & spa.
- Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
- Anyone replacing chasing missing details over email with one structured record per enquiry.
- Respondents are the people you send it to — the form asks them 17 questions across 2 screens.
- Mobile-heavy audiences, thanks to the one-question-per-screen card layout.
Why this form is useful
It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.
- 10 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It collects a verified email address so replies and confirmations land.
- It captures a phone number for urgent follow-up.
- It records a signature you can keep as proof of agreement.
- It pins the request to a specific date.
- It allows multiple selections without free text.
- Conditional logic hides 5 questions until they are relevant — shorter forms convert better than long ones.
- Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of Spa Intake & Health History Form lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered — 5 conditional rules ship with it.
- Features advanced show logic: if “Pregnant or nursing?” is Yes, the form dynamically exposes “Trimester”. Otherwise that question never appears.
- Features conditional validation: if “Pregnant or nursing?” is Yes, “Trimester” becomes mandatory before the form can be sent.
- Features advanced show logic: if “Pregnant or nursing?” is Yes, the form dynamically exposes “Treatment adjustment note”. Otherwise that question never appears.
- Features advanced show logic: if “Medical conditions” is not None, the form dynamically exposes “Condition details”. Otherwise that question never appears.
- Features conditional validation: if “Medical conditions” is not None, “Condition details” becomes mandatory before the form can be sent.
- All 5 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
About this template
A therapist working from touch and pressure needs to know what is safe before the treatment starts, not discover a contraindication halfway through, which is why this intake keeps identity questions light and gives most of its length to health. The first page is quick: name, date of birth, contact details and which treatments have been booked, so the room can be set up correctly before the client even arrives. The second page is where the safety work happens, listing common medical conditions as checkboxes rather than a blank box, because a tick list is faster to complete accurately than a memory-dependent paragraph. Answering yes to pregnant or nursing opens a trimester question and a note about pressure adjustments, since certain techniques and positions are simply unsuitable at different stages. Selecting any condition beyond none opens a request for detail, keeping the therapist's decision-making grounded in specifics rather than a vague tick. A pressure preference and a signed consent close the form, giving the therapist a clear brief and a documented agreement before the first towel is laid out.
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
Page 1 — About you
- Full namerequired
- Date of birthrequired
- Email addressrequired
- Phone numberrequired
- First visit?
- Treatments bookedrequired
Page 2 — Health
- Medical conditionsrequired
- Condition details
- Medications
- Allergiesrequired
- Pregnant or nursing?required
- Trimester
- Treatment adjustment note
- Recent surgery or injury
- Pressure preference
- Consent to treatmentrequired
- Signaturerequired
17 questions in total.
How the form changes as it's filled in
This template ships with 5 conditional rules, grouped into 4 behaviours driven by 2 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.
Driven by “Pregnant or nursing?”
- Reveals questions
If “Pregnant or nursing?” is Yes, the form reveals “Trimester” and “Treatment adjustment note”.
- Makes answers required
If “Pregnant or nursing?” is Yes, “Trimester” becomes required before the form can be submitted.
Driven by “Medical conditions”
- Reveals questions
If “Medical conditions” is not None, the form reveals “Condition details”.
- Makes answers required
If “Medical conditions” is not None, “Condition details” becomes required before the form can be submitted.
Set it up step by step
- 1
Read the health page before the client changes
Flagged conditions should shape the treatment plan before anyone sets foot in the treatment room.
- 2
Treat a pregnancy answer as a routing signal
Trimester and adjustment notes should reach whoever is performing the treatment, not just sit in the file.
- 3
Ask, don't assume, on pressure
A stated preference avoids the awkward mid-massage question about whether it's too firm.
- 4
File the signed consent with the booking
Keep it attached to the appointment record rather than a separate paper stack at the front desk.
Mistakes to avoid
- Starting a treatment before checking whether any medical condition was flagged.
- Treating the pregnancy question as a yes/no with no follow-up on stage or adjustments needed.
- Leaving allergy answers unread until after a product has already been applied.
What it pairs with
Most teams don't run this form on its own. These are the forms and systems it sits next to.
What to do with the responses
Brief the assigned therapist from the health answers, confirm any adjustments needed, and store the signed consent with the appointment.
Works in both layouts
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Privacy & compliance
This form collects health information. Keep access limited to the people who need it, turn on encrypted answers for the clinical questions, and set a retention window so records don't sit in the dashboard forever.
Frequently asked questions
How often should this be updated?
At least once a year, or sooner if a client mentions a new diagnosis, medication or pregnancy.
What if a client leaves medical conditions blank?
Treat an incomplete answer as a reason to ask directly before the treatment starts, not to proceed as normal.
Can this cover multiple treatment types in one visit?
Yes, the treatments-booked checkboxes let one intake cover a combined massage-and-facial visit.
Is a signature required for every visit?
A fresh signature per visit is good practice, even for returning clients whose history is on file.
Is the Spa Intake & Health History Form template free to use?
Yes. You can preview and test Spa Intake & Health History Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the Spa Intake & Health History Form template ask for?
It asks 17 questions across 2 pages, 10 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the Spa Intake & Health History Form form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.
How does the conditional logic in this beauty, salon & spa form work?
5 conditional rules ship with the template: Features advanced show logic: if “Pregnant or nursing?” is Yes, the form dynamically exposes “Trimester”. Otherwise that question never appears. Features conditional validation: if “Pregnant or nursing?” is Yes, “Trimester” becomes mandatory before the form can be sent. Features advanced show logic: if “Pregnant or nursing?” is Yes, the form dynamically exposes “Treatment adjustment note”. Otherwise that question never appears. All rules are editable in the Logic tab.
Where do responses to the Spa Intake & Health History Form form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the Spa Intake & Health History Form form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
Is the signature on this form legally usable?
The template captures a drawn signature and stores it with the submission, along with the timestamp, so you keep evidence of who agreed and when. Whether that is sufficient depends on your jurisdiction and the agreement itself.
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