What skin concerns are you hoping to address?
N
Esthetician & Cosmetology Intake
Concierge agent · 1.3K uses
Concierge Agent
Spa & Wellness Intake Form Template
Your intake form loses 60% of spa bookings. Help your spa therapists deliver safer treatments with complete client health profiles. The AI conversation captures medical conditions, skin sensitivities, and treatment goals that traditional forms often miss. Build trust from the first visit with personalized care planning.
Higher completion rates
Better client data
Instant bookings
Used 1,772+ times
What's inside this template
Start from this conversation and adapt it to your team — change any question, add your own logic, and connect the tools you already use.
Questions it always asks
The core fields every response captures.
Current medications and supplements
Known allergies to products or ingredients
How it adapts
Follow-ups that change based on what people say.
If client mentions pregnancy, ask about trimester and doctor approval
If client takes blood thinners, flag for massage pressure modifications
Where it routes people
Different paths for different answers.
Route clients with serious medical conditions to spa director
Route first-time clients to senior therapists for consultation
Automations it can trigger
Actions that fire the moment a response comes in.
Create client profile in spa management software with health notes
Send treatment recommendations to assigned therapist via email
Schedule follow-up consultation for clients with complex health histories
SOC 2 Type II and ISO 27001:2022 certified. Responses are encrypted in transit and at rest, and you own your data. View our Trust Center.
How this AI template works
Clients engage in a natural conversation about their health history, current medications, skin concerns, and wellness goals. The AI asks follow-up questions based on their responses to ensure therapists have complete information for safe, effective treatments. All details are organized into your spa management system.
Getting started
- 1
Connect your spa booking system or CRM
- 2
Customize health screening questions for your services
- 3
Add your treatment menu and contraindication rules
- 4
Deploy the intake conversation on your website
Template Details
- Agent Type
- Concierge
- Category
- Healthcare intake & survey
- Role
- SalesOperations
- Industry
- Health & Wellness
- Business outcome
- Convert more leadsOperate more efficiently
- Job to be done
- Run client intake
- Journey stage
- Intake & qualification
- Integrations
- Email, Calendar, Webhook
- Times Used
- 1,772+
Forms collect fields. Conversations capture context.
Static forms force complex situations into rigid dropdowns. Perspective captures structured data and the reasoning behind it — so your team makes better decisions, faster.
The static form
yoursite.com/intake
Category *
Select...
Details
Describe your situation...
Submit
Result:Category: "Other"|Details: "It's complicated"
No context. No follow-up. No next step.
- Clients abandon lengthy spa intake forms asking about medical history, allergies, and treatment preferences all at once. Static forms overwhelm potential clients before they can even see available services or book appointments.
- Forms can't adapt when clients mention pregnancy, injuries, or skin conditions that affect treatment options. This leads to inappropriate service recommendations and safety concerns during treatments.
- Static intake forms miss the emotional context behind spa visits - whether it's stress relief, special occasions, or recovery needs. You lose opportunities to suggest complementary services that match their goals.
The AI conversation
"Tell me more about the timeline — when did this start, and is there a deadline your team is working against?"
Extracted & structured automatically
Category
High-priority
Urgency
Deadline: 2 weeks
Sentiment
Frustrated but hopeful
Next step
Route to senior team
Triggered: Slack alert sent| CRM updated
Right team. Full context. Instant action.
- AI conversations guide clients through health questions naturally, explaining why allergies matter for facial products or how injuries affect massage pressure. Completion rates increase dramatically because the process feels personal, not clinical.
- Smart conversations adapt in real-time - mentioning pregnancy triggers questions about prenatal massage while skipping contraindicated treatments like hot stone therapy. Clients only answer relevant questions for their situation.
- Conversational intake discovers why clients need spa services, enabling staff to suggest perfect add-ons like stress-relief aromatherapy for overwhelmed executives or celebration packages for special occasions.
What should a spa client intake form include for safety?
Spa intake forms must capture medical conditions, current medications, and allergies that could cause treatment reactions. Include questions about pregnancy, recent surgeries, blood pressure issues, and skin sensitivities that affect facial or body treatments. Ask about previous spa experiences and pressure preferences to ensure comfort. Document any areas of pain or injury that therapists should avoid. Contact information for emergencies and preferred appointment reminders are also essential for comprehensive client records.
FAQ
Frequently Asked Questions
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Replace drop-off, poor qualification, and missing context with AI conversations that capture structured data and real understanding. Set up in minutes.
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