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Questions to include in your new client intake formYour client's name, surname, and contact information (mobile number, email address, home address, website, etc)Information about your client's business and brand (if applicable)Your client's budget (if applicable)More items...?
An intake form can help you identify other services a client might need, whether they be services you provide, or referrals you could make. You have the opportunity to add further value. The client intake form can also be part of your risk management practice.
Preparing Your Client for a Massage SessionIntroduce Yourself.Explain What To Expect During the Massage.Ask for Your Client's Medical Condition.Prepare for your Clients expected Session Mood.Confirm if Massage will be Conducted Naked or with Clothing.
5 Can't-Miss Prep Steps for Your Next Client MeetingStep 1: Research Each and Every Attendee.Step 2: Set a Main Goal and Objectives for the Meeting.Step 3: Plan the Agenda to Support Objectives.Step 4: Have a Plan B.Step 5: Plan Your Follow-Up Activities.Get a Head Start on Meeting Preparation.
Just like any other medical form, a massage intake form needs to have the client's personal information. This includes the client's name, phone number, DOB, home address and email address.