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Why Massage Therapists Love This Bundle
Saves Time
Print-ready forms you can use today — no need to spend hours designing your own from scratch.
Customizable
Easily customize in Canva with a free account — no design skills needed. Just add your name, logo, or preferred wording.
Core Documents
Includes essential forms used by nearly all massage therapists — from intake and SOAP notes to consent and treatment planning.
Professional
Designed for real use in both spa and clinical settings — clear, practical, and client-ready. Not just pretty layouts.
What’s Inside
Client Intake & Health History Form
Consent & Liability Waiver
Massage SOAP Note (1 per page)
Massage SOAP Note (2 per page)
Client Assessment & Treatment Plan
New Client Intake Checklist
CHART Template
Medical Clearance Form
Release of Information Form
Physician Referral
Incident Report
Editable. Printable. Professionally Designed.
Want all three bundles — forms, policies, and practice-building tools — for only $29? Get them all in the Massage Business Starter Kit >> and save 67%
Convenience + Customization
You will receive two versions of each form:
Ready to Use
Need forms to use now? The ready-made versions of our clinical forms don’t need any editing — just print and use. They’re pre-formatted for standard 8.5″ x 11″ paper and fit easily into your current documentation flow, online or on paper.
Customizable
Want to make it your own? Each form comes with a fully editable Canva template, so you can personalize details like your business name, logo, fonts, and wording. It’s an easy way to keep your forms aligned with your brand image — no design skills needed
SOAP Note
This is one of the most widely used documentation formats in clinical settings. SOAP stands for Subjective, Objective, Assessment, and Plan. You’ll use this form to record what the client reports, what you observe, your clinical impression, and your plan for treatment. It helps ensure continuity of care and clear communication between sessions.
Massage Consent & Liability Waiver
This form ensures the client understands the nature of massage therapy, including its benefits and limits. It covers informed consent, scope of practice, and releases you from liability when used appropriately. It’s a key part of professional, ethical practice — especially before beginning hands-on work.
Client Intake & Health History Form
This form is completed before the first session and gives you a big-picture view of the client’s health. It covers medical history, current conditions, medications, and any concerns or goals they have. It’s essential for screening contraindications, building trust, and tailoring a safe, effective treatment plan.
Client Assessment & Treatment Plan
This form helps you organize your clinical observations and create a focused, goal-oriented treatment plan. It’s used to document findings from assessments, note areas of concern, and outline your short- and long-term goals for the client. It supports continuity of care and helps track progress over time.
New Client Intake Checklist
This is an internal tool to help you stay organized when onboarding a new client. It walks you through key steps like reviewing health history, obtaining consent, and confirming session goals. It’s not a legal document — just a practical checklist to ensure nothing important gets missed during the intake process.
Release of Information
This form is used when a client wants you to share their health or treatment information with another provider — like a doctor, chiropractor, or insurance company. It ensures you have written permission to release records and outlines exactly what information can be shared and with whom. It’s an important step in maintaining both professionalism and client confidentiality.
Physician Referral for Massage Therapy
This form is used when a client’s physician is recommending massage as part of a broader treatment plan. It allows the provider to outline relevant medical information, treatment considerations, and any precautions. It supports collaboration with healthcare professionals and helps ensure your work aligns with the client’s medical needs.
SOAP Note – 2 Sessions Per Page
This version allows you to document two separate sessions on a single sheet, using the same SOAP format: Subjective, Objective, Assessment, and Plan. It’s ideal for returning clients and efficient record-keeping when space or paper use is a consideration, while still maintaining clear clinical documentation.
Medical Clearance for Massage Therapy
This form is used when a client has a health condition that may require physician approval before receiving massage. It gives the doctor a chance to review the client’s status and indicate whether massage is appropriate, along with any precautions. It helps protect both the client and the therapist, especially in complex or high-risk cases.
Incident Report Form
This form is used to document any unusual events or accidents that occur during a session — such as a client injury, allergic reaction, or equipment malfunction. It provides a clear, objective record of what happened, when, and how it was handled. Keeping accurate incident reports is an important part of risk management and professional accountability.
CHART Session Note
This is an alternative to the SOAP format, using the CHART method: Chief Complaint, History, Assessment, Treatment, and Response. It’s a structured way to document the client’s condition, what was done during the session, and how they responded. Some therapists prefer this format for its slightly different clinical focus and flow.
Save Time & Money
Designing your own forms takes more than time — it takes trial and error, second-guessing, and wondering if you’re missing something important.
This bundle saves you that headache.
No blank pages. No Googling “what should be on a SOAP note?”
Just clean, professional forms that are ready to go — or easy to make your own.
It’s everything you’d spend 20+ hours building — done for you.
So you can focus on your clients, your craft, and your peace of mind.
Or grab the complete set — forms, policies, and practice-building tools — in the Massage Business Starter Kit » for only $29 (normally $87).
FAQ
Yes — you can use these forms exactly as they are or customize them to better suit your practice. Each form comes in two options:
Ready-to-use PDF — professionally formatted and fully white-labeled (no branding or logo), so you can print and start using them immediately.
Editable Canva template — if you want to add your logo, business name, or make small changes to match your preferences or policies.
Many therapists use the PDF version as-is for simplicity, while others take a few minutes to personalize the Canva versions with their own branding. Either way, the forms are designed to be flexible and professional, so you can use what works best for your practice.
Yes — you have a few options, depending on how you’d like to use the forms. All forms in this bundle come as ready-to-print PDFs and editable Canva templates, so you can:
Print and use in person. These forms are designed to be professionally printed and filled out by hand during intake. Just add your logo (optional), print them out, and you’re ready to go.
Convert to fillable PDFs for online use. If you want clients to fill out forms before their first visit, you can use tools like:
Adobe Acrobat Pro
PDFescape (free, web-based)
PDF Expert
Jotform (for turning forms into web-embeddable fillable versions)
These tools allow you to:
Add text fields, checkboxes, and digital signature areas
Save and send a fillable PDF to your client via email
Or embed the form on your website for client pre-intake
Keep in mind: the forms are not automatically fillable — but they are fully compatible with these tools, and converting them takes just a few minutes per form.
Not at all. You’ll get a ready-to-use PDF version of each form, so you can print and start using them immediately — no design work required. If you’d like to personalize the forms, it’s easy to do using the editable Canva templates included in your download. You can:
Add your business name or contact info
Choose a font you like (or just keep the default)
Upload your logo (optional — and if you don’t have one, there are low-cost options like Fiverr to create one)
These forms are meant to be practical and professional, not flashy marketing pieces — so the focus is on useful content, not graphic design. Whether you use them as-is or make small tweaks, they’re designed to make your practice look organized and trustworthy.
Nope — a free Canva account works just fine.
All of the editable templates in this bundle are designed to work with Canva’s free version, so there’s no need to upgrade or pay for anything extra. You’ll just click the template link, and it’ll open right in your Canva account — from there, you can add your business name, upload your logo, or leave the forms exactly as they are. Super simple, no design experience needed.
Not at all — Canva is very beginner-friendly. If you’ve never used Canva before, don’t worry. It’s a free, drag-and-drop tool that’s super easy to use — kind of like editing a flyer or filling out a form online. You’ll get a link to each template, and with just a few clicks you can:
Add your business name or contact info
Change fonts or colors (optional)
Upload your logo (if you have one)
Most people find it pretty intuitive, even if they’re not “techy.” And if you want a little help getting started, there are tons of free Canva tutorials available on YouTube that walk you through the basics in just a few minutes.
I understand that investing in tools for a business is a big deal. That’s why the product page includes clear previews and detailed descriptions, so you know exactly what you’re getting before you buy.
Since this is a digital product delivered instantly, and priced as a low-cost resource, all sales are final — but most customers find the templates super useful, easy to personalize, and ready to put to work right away. If you’re unsure, take a close look at the mockups and what’s included to make sure it’s the right fit for your practice.
Right after your purchase, you’ll get instant access to a secure download page. If you have already purchased a bundle and are logged in, you can access your forms here: Digital Downloads Hub. From here you can access the download pages for individual bundles that you have purchased, where you can
📄 Download all the ready-to-use PDF forms
🎨 Access the customizable Canva templates via direct links
📘 View simple instructions to help you get started and edit your templates if you choose
All of the files for each bundle are organized in one place, so you can download, personalize, and start using your forms right away.
All Your Essential Client Forms — Done for You and Ready to Use
Everything you need to onboard, assess, and document client sessions is right here — in one polished, easy-to-use bundle. Focus on what really matters: your clients and your craft.