A Reiki intake form is a great tool to implement in the early stages of your client onboarding process. This questionnaire will not only serve to keep all client contact information at hand, but will also provide you with vital information regarding their needs, expectations and preferences regarding the Reiki practice.
Whether you decide to implement it as an in-person questionnaire during the first session, or ask them to fill it out before the appointment, it is crucial that you gather this information before starting the therapy. But what are the important aspects you must cover in your Reiki client intake form? Read on to find out!
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Essential Elements to Include in Your Reiki Client Intake Form
While the specific questions you ask on your reiki client intake form may vary depending on your niche and business needs, there are some essential elements you must make sure to always cover. These elements will serve a guideline for you to add your own questions and draft a comprehensive yet straightforward document that aligns with your practice.
Here are some of the vital aspects you must cover.
Begin your Reiki intake form with a section for your client's full name, birth date, and basic contact details such as phone number, email address and physical address. You might also ask for an emergency contact including the full name, phone number and relationship to the client.
It's also important to inquire about the client's medical history as there may be pre-existing conditions or medications that you must take into consideration during the therapy. Here are some basic aspects you'll want to cover in your intake form.
- Existing medical conditions and treatments
- Pregnancy or breastfeeding
- Previous hospitalizations
- Smoking, drinking or illegal drug intake
- Surgeries or important injuries
- Current prescription or non-prescription medication intake
Goals and Expectations
Next, try to get an insight into the reasons why your client is seeking Reiki therapy and what expectations they have. These questions will help you determine if the services you offer are appropriate for the client and provide you with some guidelines to follow to make sure the reiki session meets the client's needs. Here are some aspects to focus on.
- Previous Reiki treatments and how the experience went
- Goals for the Reiki therapy (Stress relief, healing from past/ current relationships, spiritual growth, pain relief, etc.)
- Specific issues the client would like to improve or heal
- Reiki session preferences (difficulties laying on their back, sensitivity to essential oils, physical touch in specific body areas, etc.)
Last but not least, it's critical that your customers fully comprehend the therapy's nature, risks and side effects, anticipated benefits, the implications of not receiving a treatment, and their explicit right to discontinue, change, or question the treatment at any moment. You can put a clause titled "Informed Consent" at the end of your client intake form to cover this subject.
Create the Perfect Client Intake Forms With Bonsai
Ready to create the perfect Reiki intake form? Make it simple using Bonsai's lightweight form builder! Our form can be completely customized so you can add your own branding elements, include as many questions as you need, select your preferred answer format and rearrange fields to your liking. Once you're done modifying the document you can easily download it, print it or send it to your client via email or share the URL link.
You can also create a generic Reiki intake form template and have it embedded into your business website to help you collect leads and streamline your onboarding process. Your clients will be able to answer and sign the intake form online on any device and you can store this information so you can keep updating your client profiles and have your client's details handy at all times.
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