Massage Intake Form

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Massage Intake Form

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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Massage Intake Form

Fully editable with custom branding. Send, print or embed online.

Massage Intake Form

Fully editable with custom branding. Send, print or embed online.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

A successful massage therapy begins as soon as the client sets up an appointment. An appropriate intake form will help set clear expectations, improve the efficacy of your therapy, and alleviate any client concern. The information you collect on the form might show the client's preferences as well as any potential issues that may develop during the massage. This degree of comprehension, along with an excellent massage, will have your clients returning for more.

The massage intake form can also help to avoid legal complications if the client has a pre-existing medical condition or injury that is aggravated by massage. You can create a tailored form based on your client's needs, or draft a massage intake form template that you can easily share with every new client before starting the massage therapy.

But what are the specific aspects you should cover in your massage intake form? Read on to find out.

Note: Manage your clients and grow your business with the help of Bonsai. Our wide range of administrative tools will help you with client onboarding, invoicing, payment processing, accounting, taxes and much more! Try a 7-day free trial here.

Essential Elements to Include in Your Massage Client Intake Form

Aside from obtaining the client's full name and basic contact details (including emergency contact information), your massage intake form should focus on gathering essential health and medical history. At the same time, asking about the client's preferences and lifestyle will allow you to set clear expectations and provide a more effective treatment plan.

Let's take a closer look into each of the vital elements you must cover when creating your own client intake form.

Reason For Visit

To begin your massage intake form, try to determine why the client is seeking your services. Is it to alleviate stress, or is their illness more chronic? Identifying their requirements is a multi-step process, but you must start somewhere. People frequently seek massage therapists late in the process, rather than as soon as feasible, so you may be assisting people who are already experiencing significant disruption in their daily lives as a result of a common injury.

Ask how their injury (if any) is affecting their life and find out what results they'd want to reach at the end of the massage sessions.

Medical History

Next, determine whether there are any pre-existing medical conditions or anything that might put them at danger when employing particular techniques. It's critical to know whether your client is taking any drugs that might interfere with their massage experience or change the style of massage that's best for them.

People frequently fail to tell things that seem apparent to you, so it's crucial to discuss the fundamentals before you begin therapy, such as if your client is allergic to anything. The last thing you want is for your customer to get a rash because you used an oil to treat them that they are allergic to.


Knowing which muscles your clients rely on on a regular basis allows you to choose which primary muscle groups to target. Inquiring about their lifestyle will give you a good insight into how they sit, stand and move about their days. Do they take breaks at work on a regular basis? Are they able to use ergonomically proper seats or tools? Inquire about any sports and interests they may have, and how they accomplish any other duties you believe might be relevant.

A client's lower back discomfort might be caused by a variety of reasons. If they spend all day lugging heavy boxes around a storage facility, you might be able to eliminate some of those possibilities and create a technique to repair the damage while also preventing it from happening again.


Every client has different preferences regarding the atmosphere during massage sessions. You should never presume that the customer enjoys the same music as you, or shares your preferences for the scent of the message lotion. What works for one client may nor work for the next. Perhaps the client dislikes scented oils or doesn't even want to listen to music while getting a massage.

If the client has seen a massage therapist before, ask how the experience went and what if they disliked anything about it. It's important to include a set of questions to find out how you can make this experience as satisfying as possible for your clients.

Consent Form

While some massage therapists provide consent forms in a separate document, the informed consent clause can easily be added to your client intake form. This section should provide enough information for the client to be fully aware of the different sorts of massage that you might utilize, any massage alternatives available, risks that they might be subject to, and explicitly state their full right to ask any questions or stop the procedure at any time.

Create the Perfect Massage Intake Forms With Bonsai

With Bonsai's lightweight form builder you can create your massage intake forms and any other documentation you need for your massage therapy practice. You can fully customize every aspect of our forms to include as many questions as you need, choose your preferred answer format and even add your own branding elements to make your intake form unique and easily recognizable.

Once you're done customizing your documents, easily share them with your clients online via email, URL link, or have them embedded into your business website to help boost lead generation. To check out these and many other excellent administrative tools, sign up for your 7-day free trial today! Bonsai helps you save time and streamline your paperwork so you can focus on your passion.

Frequently Asked Questions
Questions about this template.

How do you create a client intake form?

Try Bonsai to easily design a client intake form. Our software allows you to personalize one of our pre-made templates and add as many questions as you need to onboard your new client.

What is a client intake questionnaire?

A client intake questionnaire is a form of questions that you provide to potential clients while your professional relationship is just getting started. It's main purpose is to provide background info about your client like medical history and health problems.

What makes a good intake form?

A good intake form is easy to fill out and brief or succinct. It asks the right questions to make sure the client is a good fit for the services and inquires about what the customer is looking for.