Holistic Wellness templates
Wellness work starts with knowing your client: what brings them in, how they're feeling and what they're comfortable with. This collection covers the intakes, consents, waivers and check ins that coaches, healers and retreat hosts send every week.
Clients answer at home before the session, so you walk in knowing their injuries, allergies and comfort level, and every signed waiver is saved as a PDF.
Which wellness form do you need?
- Client Consultation Form TemplateFor first consultations at a spa or studio.
- Coaching Intake Form TemplateFor any coach: goals and background before the first call.
- Massage Intake Form TemplateFor massage: focus areas, pressure and health notes.
- Liability Waiver Form TemplateFor any class or event: a general release of liability.
- Coaching Agreement TemplateWhen a client signs up: sessions, fees and terms, signed.
- Yoga Waiver Form TemplateFor yoga classes: health notes and adjustment consent.
- Food Diary TemplateBetween sessions: clients log meals, hunger and mood.
- Wheel of Life Assessment TemplateFor life purpose and spiritual coaches: 8 life areas scored 1 to 10.
- Wellness Assessment Form TemplateAt the start of a program: the 8 dimensions of wellness.
- Nutrition Intake Form TemplateFor nutrition and health coaches: goals, eating habits and allergies.
- Meal Prep Order Form TemplateFor meal prep businesses: weekly plans, meals and delivery.
- Reiki Intake Form TemplateFor reiki and energy healers: intentions, touch and consent.
- Retreat Application Form TemplateBefore a retreat: screen guests on dates, budget and fit.
- Retreat Registration Form TemplateFor confirmed guests: rooms, diet and travel.
- Retreat Waiver Form TemplateBefore guests travel: a signed release for retreat activities.
- Breathwork Waiver Form TemplateFor breathwork and sound baths: health check and waiver.
- Weekly Check In Form TemplateEvery week: scores, wins and next week's focus.
- Cupping Consent Form TemplateFor cupping: health notes, marks and aftercare, signed.
Tips for wellness practice forms
Send intake forms before the session
Share the intake or consent link with the booking confirmation, so you read the answers before the client arrives and the session starts on time.
Use the same check in every week
Give clients one weekly check in link and send responses to Google Sheets, so you can see how energy, sleep and stress change over time.
Show a QR code at classes and sound baths
Print a QR code for your waiver and set it by the mats, so walk ins sign on their phone before the session starts.
Frequently asked questions
Which forms does a wellness practice need?
An intake form for new clients, a consent or waiver for hands on or physical sessions, and a check in or food diary between sessions. Retreat hosts add an application, registration and waiver.
Can clients sign consents and waivers online?
Yes. Each client adds an electronic signature, and Reuily saves a signed PDF with an audit trail. The legal text is a sample to start from, not legal advice.
Can I change the questions to fit my practice?
Yes. Every template can be edited: rename session types, add or remove questions, and use conditional logic to show extra questions only when they apply.