Answe

Template · Wellness

Massage therapist new client intake widget

Collect the brief, the files and the health notes before the first visit — one link, one chat, nothing to chase.

KKneadwell Therapy · sample business
a massage therapist used to demonstrate the intake template

Try it, then make it yours

Tap through the flow exactly as a customer would. "Use this template" copies it into your own free account — every question, button and message stays editable.

This template's live widget is being set up. The flow is described below.

Or describe your business and Answe drafts a flow for you.

What this template is for

A new client with a sore shoulder wants the first free 60-minute slot this week and to mention the injury before arriving. This intake flow asks the right things first: the client chooses what they need, answers a handful of questions and attaches a file, and you arrive at the first appointment already prepared.

You get the treatment, time and the health notes you need before the first session. Because it is a chat, you can ask the one follow-up you always need without a new form or a phone call, and the client gets an email copy.

Send it as a link after the first contact, put it on your website’s "work with us" page, or use it as the link in your bio.

What it asks

The first thing a customer sees: “Welcome — what brings you in?”

  1. 60-minute massage
    • Your name — text, required
    • Email — text, required
    • Phone number — text, required
    • What brings you in? — long text, required
    • When would you like to come in? — date
    • Attach a file — file upload

    Shows a confirmation message

  2. 90-minute massage
    • Your name — text, required
    • Email — text, required
    • Phone number — text, required
    • What brings you in? — long text, required
    • When would you like to come in? — date
    • Attach a file — file upload

    Shows a confirmation message

  3. Sports massage
    • Your name — text, required
    • Email — text, required
    • Phone number — text, required
    • What brings you in? — long text, required
    • When would you like to come in? — date
    • Attach a file — file upload

    Shows a confirmation message

  4. First visit
    • Your name — text, required
    • Email — text, required
    • Phone number — text, required
    • What brings you in? — long text, required
    • When would you like to come in? — date
    • Attach a file — file upload

    Shows a confirmation message

How to use it

  1. Tap "Use this template" — it copies into your free account.
  2. Adjust the services and the questions; remove what you do not need, add the one thing you always ask.
  3. Send the link to new clients or embed it on your site.
  4. Read each intake in your inbox, reply in the thread, and book the first appointment from there.

Questions

Can clients upload documents?

Yes. The file field accepts documents, images and PDFs from any device; they arrive with the answers in the chat.

Is the information private?

Only you and the people you invite to your account see the answers. The client sees their own conversation. See the privacy policy for the details.

Can I send it to someone directly?

Yes. Every flow has a share link you can paste in an email or a message; the answers land in the same inbox as everything else.

Does it replace my CRM?

It replaces the intake form and the back-and-forth. On paid plans each contact becomes a CRM entry with the conversation attached, and you can forward answers to other tools.

Related

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Run it with Answe

Run client intake that asks the right questions first.See how service businesses use Answe

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Every plan runs this template. Pay for volume, not features.

Free$025 bookings / mo · 2 widgets
Standard$9.99100 bookings / mo · 5 widgets
Premium$19.99500 bookings / mo · unlimited widgets
Pro$79.99Unlimited · leads · API
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