Intake, consent and draping policy, signed before the client is on the table
A massage therapist's paperwork is short but it matters: the intake that flags a blood clot or a recent surgery, the consent that sets out draping and boundaries, and the cancellation policy that pays the rent when someone doesn't show. SignMaster sends all of it before the first appointment, or puts it on your phone for a house call, and keeps a signed, dated copy for both of you.
Updated November 5, 2026 · 3 min read
On this page
What clients sign
- Health intakeMedications, recent injuries or surgery, pregnancy, blood clots, skin conditions and areas to avoid. Start from the massage intake and consent form.
- Informed consentWhat the session involves, that the client can ask you to stop or change pressure at any time, and that massage isn't a substitute for medical care.
- Draping and boundariesOnly the area being worked on is uncovered, and inappropriate requests end the session. Have the client initial it, so the policy is on record before anyone needs it.
- Cancellation policyYour notice period and late-cancel fee, initialed once at the first booking.
- Prenatal or medical clearanceA doctor's note uploaded to the form when a pregnancy or condition calls for one.
- Minor's consentA parent or guardian signs for anyone under 18, and your policy says whether they stay in the room.
From booking to the table
- 1
Send it when they book
Email the intake and consent as one envelope when the appointment is confirmed. The client fills it in on their phone, without an account, and signs.
- 2
Let the answers lead
Make each health question a yes/no choice. A conditional field asks for details only when the answer is yes, and a file upload collects a clearance note when you need one.
- 3
Review before you start
When the client signs, you get the signed PDF by email. Read it before the session instead of skimming a clipboard in the treatment room.
- 4
Keep it current
Returning clients change too. Once a year, or after a new injury, send the intake again so the newest version is the one on file.
Walk-in at a spa, or a client who never opened the email? Start Sign in person on your phone or the front desk iPad and hand it over. The client is guided field by field, and in the iPhone and iPad app your Face ID or passcode is what ends signing mode.
House calls and chair massage events
Mobile therapists can carry the whole intake on a phone. For an office chair massage day, turn a short consent into a public signing link and put the QR code on the chair. Each employee signs their own copy before they sit down, you set the link to end that evening, and the employer gets nothing they shouldn't see.
The employer signs the event agreement itself, with the date, the hours and the number of therapists, by link before the day. If you're an independent therapist working inside a spa or clinic, keep your contractor agreement and a W-9 signed too.
Health answers deserve care
SignMaster doesn't claim HIPAA compliance. Ask only the health questions you need to treat safely, and if you bill insurance, check with your compliance adviser about which forms you send through it.
Pricing for a massage practice
Free includes 3 envelopes a month, enough to try it with new clients. Solo is $15 a month for unlimited envelopes, which suits most independent therapists. A clinic with several therapists can use Crew at $49 a month for 5 people. New workspaces get 14 days of Crew free. Compare plans.
What SignMaster doesn't do
- It doesn't book appointments or charge cancellation fees.
- It doesn't keep SOAP notes or treatment records.
- It emails the signing link. If a client prefers a text, copy the link and send it yourself.
Questions? Answers.
Can clients fill in a massage intake form before the appointment?
Yes. Send the intake by email link when they book. They complete and sign it on their phone, and you get the signed copy before the session.
Can I get a client to sign on my phone during a house call?
Yes. Choose Sign in person on the envelope and hand over your phone. It needs a connection while they sign.
Can clients read the forms in Spanish?
The signing page, emails and consent are available in 6 languages, Spanish included. Your intake form itself is yours to translate.
How often should clients update their intake?
Many therapists ask once a year and after any new injury, surgery or pregnancy. Send the template again and the newest signed version is on file.