Massage therapists: first-visit intake with online booking

How massage therapists can run first-visit intake with online booking: a longer first session, what to ask before the day, health details kept out of the note.

5 min read

A first massage needs more than the massage itself: a conversation about what the client wants, your intake questions, and time to explain how the session works. If a new client books a standard hour, the intake eats into the massage or makes you late for the next person. With Book, you create a separate first-visit service with the extra time built in, so new clients book the right length and your day stays on schedule.

A separate first-visit service

On Book, each service has a name, a price and an optional description, all shown on your public page, and each slot belongs to one service. Create a first-visit service with a longer slot than your standard sessions, and keep your regular services for returning clients.

ServiceExample slotPlacesExample price
First visit: intake + 60 min massage1 h 201€75
First visit: intake + 90 min massage1 h 501€105
Massage, 60 min (returning clients)1 h1€65
Massage, 90 min (returning clients)1 h 301€95

Durations and prices are examples: set your own. Name services clearly, such as "returning clients", so new clients pick the first-visit service.

What the description should say

  • that the first visit includes a short intake conversation before the massage;
  • how early to arrive and what to wear or bring;
  • that you'll ask a few questions about health and comfort, according to the rules that apply to you;
  • how to contact you before booking if they have questions about whether massage suits them.

What to ask in the note, and what not to

The booking form takes first name, last name, email and phone, plus an optional note. The note reaches you in the new booking email and also appears in the client's calendar file. So ask only for practical information, such as how they heard of you or the area they want you to focus on, and tell clients not to write health details in the note.

Your intake form

Book doesn't store intake forms or health records. Keep your form the way you do now, on paper or in the tool you use, and go through it at the start of the first visit, or send it by email before the day. Follow the rules that apply to you for keeping that information.

Planning the first visit in your day

Slots repeat weekly on the weekdays you choose until an end date. If first visits fit badly between regulars, open first-visit slots only at set times, such as the first slot of the morning, so intake never pushes the rest of the day back. Slots of different services can overlap, so you can open a first-visit slot and a regular slot at the same time; once one is booked, close the other for that time.

Booking the next session

At the end of the first visit, you know what the client needs. Book the next session from your bookings list in the returning-client service. First and last name are enough; with their email, they get a confirmation with a calendar file. Book doesn't send reminders, so that calendar file keeps the date in their phone.

Gift bookings

When someone books a first massage for another person, ask them to put the recipient's name in the note, and confirm the booking with the recipient yourself. Book doesn't sell gift vouchers.

Working as a team

Book has one booking page per business and no staff field. With several therapists or rooms, create first-visit services per therapist, so each new client books with the person who will see them.

What Book doesn't do

Book doesn't store health records, take deposits or payments, or send reminders. Clients can't move or cancel online: they contact you. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.

How long should a first massage slot be?
Your standard session plus the time intake takes you, as a separate service.
Can clients write health details in the note?
Ask them not to: the note appears in their calendar file.
Does Book store intake forms?
No. Keep your form as you do now and follow the rules that apply to you.
Can I book the next session at the end of the visit?
Yes, from your bookings list.

Guides for massage therapists