Docsroom

Templates / Spas and massage

Every guest’s health form, in before the treatment starts.

Health forms, voucher details and therapist certificates trickle in, and the front desk keeps chasing. Docsroom asks once, gives everyone their own link and reminds whoever has not replied.

8 templates78 requestsWritten for spas and massage

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Eight templates for spas and massage

Open a template to see every request in the order it is asked, and watch it written in and answered.

New guest starter checklistfor new guests · before their first treatment11 requests11 requests
New guest starter checklistCharlotte Pearce · new guest9 of 11 back
  • About you
  • FormGuest details5 questionsAssigned to CPCharlotte Pearce, guestFrom Helenin 2 daysComplete
  • QuestionEmergency contactname and numberAssigned to CPCharlotte Pearce, guestFrom Helenin 2 daysComplete
  • DecisionTherapist preferenceany, female or maleAssigned to CPCharlotte Pearce, guestFrom Helenin 3 daysReady to check
  • Your health
  • FormHealth questionnaire12 questionsAssigned to CPCharlotte Pearce, guestFrom Helenin 2 daysReady to check
  • QuestionMedication and supplementsname and what it is forAssigned to CPCharlotte Pearce, guestFrom Helenin 3 daysComplete
  • QuestionAllergies to oils or nutsmassage oils, nuts, latexAssigned to CPCharlotte Pearce, guestFrom Helenin 3 daysAwaiting reply
  • QuestionPregnant or postnatalyes or no, then weeksAssigned to CPCharlotte Pearce, guestFrom Helenin 3 daysReminder sent
  • QuestionAreas to avoidinjuries or sore spotsAssigned to CPCharlotte Pearce, guestFrom Helenin 4 daysComplete
  • Before you arrive
  • DecisionPressure you preferlight, medium or firmAssigned to CPCharlotte Pearce, guestFrom Helenin 4 daysReady to check
  • ApprovalTreatment consentread and approveAssigned to CPCharlotte Pearce, guestFrom Helenin 5 daysReady to check
  • ApprovalSpa rules and cancellationsread and approveAssigned to CPCharlotte Pearce, guestFrom Helenin 5 daysComplete
Staff starter checklistfor new spa staff · before they join the team11 requests11 requests
Staff starter checklistRyan Cole · spa therapist9 of 11 back
  • About you
  • QuestionRight to work share codeif you have oneAssigned to RCRyan Cole, therapistFrom Helenin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to RCRyan Cole, therapistFrom Helenin 3 daysComplete
  • QuestionEmergency contactname and numberAssigned to RCRyan Cole, therapistFrom Helenin 4 daysReady to check
  • Pay and contract
  • FormStarter and bank details6 questionsAssigned to RCRyan Cole, therapistFrom Helenin 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to RCRyan Cole, therapistFrom Helenin 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to RCRyan Cole, therapistFrom Helenin 5 daysAwaiting reply
  • Skills and safety
  • UploadMassage qualificationLevel 3 or aboveAssigned to RCRyan Cole, therapistFrom Helenin 6 daysReminder sent
  • UploadOther training certificatesfacials, hot stone, moreAssigned to RCRyan Cole, therapistFrom Helenin 7 daysComplete
  • UploadFirst aid certificateif you have oneAssigned to RCRyan Cole, therapistFrom Helenin 7 days1 file sent
  • ApprovalHygiene and towel handlingread and approveAssigned to RCRyan Cole, therapistFrom Helenin 6 daysReady to check
  • ApprovalPool, sauna and steam safetyread and approveAssigned to RCRyan Cole, therapistFrom Helenin 6 daysComplete
Self-employed therapist packfor self-employed therapists · before their first treatment here10 requests10 requests
Self-employed therapist packZainab Malik · massage therapist8 of 10 back
  • About you
  • FormTherapist details6 questionsAssigned to ZMZainab Malik, therapistFrom Helenin 3 daysComplete
  • QuestionUTR numberten digitsAssigned to ZMZainab Malik, therapistFrom Helenin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to ZMZainab Malik, therapistFrom Helenin 3 days1 file sent
  • Qualifications and cover
  • UploadMassage qualificationLevel 3 or aboveAssigned to ZMZainab Malik, therapistFrom Helenin 4 days2 files sent
  • UploadProfessional body cardFHT, CNHC or similarAssigned to ZMZainab Malik, therapistFrom Helenin 4 daysComplete
  • UploadInsurance certificateliability and indemnityAssigned to ZMZainab Malik, therapistFrom Helenin 5 daysAwaiting reply
  • UploadFirst aid certificatestill in dateAssigned to ZMZainab Malik, therapistFrom Helenin 6 daysReminder sent
  • Working here
  • ApprovalTherapist agreementread and approveAssigned to ZMZainab Malik, therapistFrom Helenin 6 daysComplete
  • ApprovalSpa hygiene and safety rulesread and approveAssigned to ZMZainab Malik, therapistFrom Helenin 7 daysReady to check
  • TableTreatments and durationsone row for each treatmentAssigned to ZMZainab Malik, therapistFrom Helenin 7 daysReady to check
Gift voucher detailsfor voucher buyers · when someone buys a voucher8 requests8 requests
Gift voucher detailsJordan Price · gift voucher6 of 8 back
  • Who it is for
  • FormTheir details4 questionsAssigned to JPJordan Price, buyerFrom Helenin 2 daysComplete
  • QuestionThe occasionbirthday, thank you, otherAssigned to JPJordan Price, buyerFrom Helenin 2 daysComplete
  • QuestionMessage on the vouchera line or twoAssigned to JPJordan Price, buyerFrom Helenin 3 daysReady to check
  • DecisionWhat it is fortreatment, day or amountAssigned to JPJordan Price, buyerFrom Helenin 3 daysReady to check
  • Sending it
  • DecisionHow to send itemail or postAssigned to JPJordan Price, buyerFrom Helenin 4 daysComplete
  • QuestionWhere to send itemail or postal addressAssigned to JPJordan Price, buyerFrom Helenin 4 daysAwaiting reply
  • FormYour details5 questionsAssigned to JPJordan Price, buyerFrom Helenin 5 daysReminder sent
  • ApprovalVoucher termsread and approveAssigned to JPJordan Price, buyerFrom Helenin 5 daysComplete
Spa membership packfor new spa members · when they join as a member9 requests9 requests
Spa membership packGemma Hart · new member7 of 9 back
  • Your membership
  • FormMembership details6 questionsAssigned to GHGemma Hart, memberFrom Helenin 2 daysComplete
  • DecisionMembership typesingle, couple or familyAssigned to GHGemma Hart, memberFrom Helenin 2 daysComplete
  • TableOther membersname and email, if anyAssigned to GHGemma Hart, memberFrom Helenin 3 daysReady to check
  • UploadMembership card photoclear head and shouldersAssigned to GHGemma Hart, memberFrom Helenin 3 days2 files sent
  • QuestionEmergency contactname and numberAssigned to GHGemma Hart, memberFrom Helenin 3 daysComplete
  • Health and rules
  • FormHealth questionnaire12 questionsAssigned to GHGemma Hart, memberFrom Helenin 3 daysAwaiting reply
  • ApprovalMembership termsread and approveAssigned to GHGemma Hart, memberFrom Helenin 4 daysReminder sent
  • ApprovalSpa rules and etiquetteread and approveAssigned to GHGemma Hart, memberFrom Helenin 4 daysComplete
  • ApprovalFreezing and cancellingread and approveAssigned to GHGemma Hart, memberFrom Helenin 5 daysReady to check
Group and party booking packfor group organisers · once the group is booked9 requests9 requests
Group and party booking packBeth Marshall · hen party7 of 9 back
  • The group
  • FormGroup details6 questionsAssigned to BMBeth Marshall, organiserFrom Helenin 2 daysComplete
  • DecisionSpa day packagepick the closest oneAssigned to BMBeth Marshall, organiserFrom Helenin 3 daysComplete
  • DecisionArrival timemorning or afternoonAssigned to BMBeth Marshall, organiserFrom Helenin 3 daysReady to check
  • TableGuest list and treatmentsname, email, treatmentAssigned to BMBeth Marshall, organiserFrom Helenin 5 daysReady to check
  • Food and care
  • QuestionDietary needsallergies for the groupAssigned to BMBeth Marshall, organiserFrom Helenin 4 daysComplete
  • QuestionPregnant guestsyes or no, how manyAssigned to BMBeth Marshall, organiserFrom Helenin 4 daysAwaiting reply
  • QuestionAccess or mobility needsanything that helpsAssigned to BMBeth Marshall, organiserFrom Helenin 5 daysReminder sent
  • Agreements
  • ApprovalGroup booking termsread and approveAssigned to BMBeth Marshall, organiserFrom Helenin 6 daysComplete
  • ApprovalAlcohol and behaviour rulesread and approveAssigned to BMBeth Marshall, organiserFrom Helenin 6 daysReady to check
Pregnancy massage packfor pregnant guests · before a pregnancy massage8 requests8 requests
Pregnancy massage packPoppy Ellis · pregnancy massage6 of 8 back
  • About your pregnancy
  • QuestionWeeks pregnantand your due dateAssigned to PEPoppy Ellis, guestFrom Helenin 2 daysComplete
  • FormPregnancy health form8 questionsAssigned to PEPoppy Ellis, guestFrom Helenin 2 daysComplete
  • QuestionComplications so faryes or no, then detailsAssigned to PEPoppy Ellis, guestFrom Helenin 3 daysReady to check
  • UploadMidwife or GP go-aheada photo of the noteAssigned to PEPoppy Ellis, guestFrom Helenin 4 days2 files sent
  • QuestionAches you want easedback, hips, legsAssigned to PEPoppy Ellis, guestFrom Helenin 4 daysComplete
  • Your treatment
  • DecisionPosition you preferside lying or reclinedAssigned to PEPoppy Ellis, guestFrom Helenin 5 daysAwaiting reply
  • ApprovalPregnancy massage consentread and approveAssigned to PEPoppy Ellis, guestFrom Helenin 5 daysReminder sent
  • ApprovalOils and areas we avoidread and approveAssigned to PEPoppy Ellis, guestFrom Helenin 6 daysComplete
Yearly insurance and water safetyfor the spa · once a year, before renewal12 requests12 requests
Yearly insurance and water safetyMillbrook Spa · yearly pack9 of 12 back
  • Insurance
  • UploadPublic liability insurancecurrent certificateAssigned to ASAnita Shah, spa ownerFrom Helenin 7 daysComplete
  • UploadEmployer’s liabilityif you have staffAssigned to ASAnita Shah, spa ownerFrom Helenin 7 daysComplete
  • TableTherapist cover datesname, insurer, end dateAssigned to ASAnita Shah, spa ownerFrom Helenin 9 daysReady to check
  • Water and heat
  • UploadLegionella risk assessmenthot tub, showers, pipesAssigned to ASAnita Shah, spa ownerFrom Helenin 10 days2 files sent
  • TablePool and hot tub testsa week of readingsAssigned to ASAnita Shah, spa ownerFrom Helenin 10 daysComplete
  • UploadSauna and steam room serviceengineer’s reportAssigned to ASAnita Shah, spa ownerFrom Helenin 12 daysAwaiting reply
  • QuestionWater temperature checkshow often, and whoAssigned to ASAnita Shah, spa ownerFrom Helenin 12 daysReminder sent
  • Safety and licences
  • UploadFire risk assessmentincluding wet areasAssigned to ASAnita Shah, spa ownerFrom Helenin 12 daysComplete
  • UploadElectrical safety testPAT certificateAssigned to ASAnita Shah, spa ownerFrom Helenin 14 days1 file sent
  • UploadMusic licencePPL PRS certificateAssigned to ASAnita Shah, spa ownerFrom Helenin 14 days2 files sent
  • ApprovalHealth and safety policyread and approveAssigned to ASAnita Shah, spa ownerFrom Helenin 14 daysComplete
  • QuestionGuest accidents this yearyes or no, then detailsAssigned to ASAnita Shah, spa ownerFrom Helenin 16 daysAwaiting reply

Written for spas and massage. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Health forms back before the treatment

Each guest answers the health questions on their own link, so the therapist has them before the guest arrives.

Voucher and group details in one place

Buyers and group organisers send names, dates and dietary needs on one link, instead of a long chain of emails and texts.

Therapist and safety paperwork chased for you

Qualifications, insurance and water safety records are chased until each one arrives.

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