Describe your Reiki or energy-healing practice. Makeform creates an editable intake for client details, relevant background, goals, comfort preferences, boundaries, and your consent language.
Send new client details to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it, or send it to the builder. These fields are examples, not a live result.
Audience
New in-person Reiki clients
Format
Pre-session intake with boundaries and consent
Prompt size
349 chars
Example form structure
Pre-session intake with boundaries and consent
Client and emergency contact details
Relevant health background
What would you like to focus on?
Touch preferences and boundaries
Session acknowledgment and signature
Suggested routing tags
New clients
Review before session
Distance sessions
Separate touch permission from general session consent so clients can state clear boundaries without declining the whole appointment.
Step 1
Collect
background, goals, preferences, and boundaries
Step 2
Review
practitioner checks responses before the visit
Step 3
Confirm
client acknowledges scope and session choices
Step 4
Prepare
room, positioning, and communication fit the client
A calmer first appointment
Review goals, relevant background, comfort needs, and boundaries before the session instead of reconstructing them from messages.
Collect care, medication, sensitivity, accessibility, and emergency details clients choose to share.
Let clients choose touch, sound, scent, and other elements, then acknowledge your scope and policies.
Bring no-touch areas, positioning needs, and communication requests forward before the session.
Adapt it to your practice
Choose a workflow, then add your practice details, services, boundaries, and review process.
First-visit history, intentions, touch preferences, areas to avoid, and policy acknowledgment.
Time zone, session location, connection method, expectations, and follow-up choices.
A short check-in about changes, today's focus, and renewed boundaries.
Conditional options for sound, scent, crystals, guided meditation, or light touch so each client can choose separately.
Build the intake workflow
Makeform creates the starting point; you control questions, consent wording, required fields, and routing.
Name the modalities you offer, whether sessions are in person or remote, and what a practitioner must know beforehand.
Remove irrelevant fields, set appropriate questions as optional, and add your scope, privacy, cancellation, and consent text.
Show scent details only after a sensitivity is reported, remote logistics only for distance sessions, and explanation boxes only when an answer needs context.
Route each submission to the practitioner or an organized sheet so stated boundaries and preparation needs can be checked before the client arrives.
Choose the right intake method
A live form can require essentials, reveal follow-up fields, and keep each client's answers together.
Field guide
Use these six sections as a checklist, then adjust every question and statement to your actual services and local requirements.
Client details
Collect what manages the appointment and keep administrative details separate from sensitive background questions.
Relevant background
Invite relevant context for comfort and planning. Explain why you ask and allow details in the client's words.
Goals and experience
Ask about prior experience and today's focus. Treat goals as preferences, not promised outcomes.
Comfort and access
Use comfort fields to prepare positioning, lighting, sound, scent, temperature, and access before the session.
Boundaries
Separate choices let clients decline touch or scent while accepting another planned element.
Scope and acknowledgment
Place your scope, privacy notice, cancellation terms, and consent choices before acknowledgment. Seek appropriate review when needed.
Related tools
Pair the intake with wellness, consent, and feedback forms in Makeform.
Collect broader wellness background, routines, concerns, and priorities.
Open toolCreate a separate acknowledgment using your reviewed scope language.
Open toolStart a wellness record with contact details, goals, history, and preferences.
Open toolPrepare with questions about priorities, routines, expectations, and next steps.
Open toolAsk about scent preferences, sensitivities, background, and goals.
Open toolFAQ
Answers for practitioners organizing client information before sessions.
It is a pre-session questionnaire for contact details, relevant background, goals, comfort needs, boundaries, and acknowledgment of the practitioner's scope and policies.
Ask for contact details, prior experience, relevant background the client wants to share, goals, access and sensory needs, touch preferences, areas to avoid, and acknowledgment of your scope, privacy, and cancellation language.
Ask only what supports planning and explain why. Make details optional where appropriate, offer prefer not to answer, and define access and retention before publishing.
Yes. Offer hands-on, hands-off, ask-before-touch, and areas-to-avoid choices separately from general acknowledgment. Explain how clients can change a preference.
Yes. Use a session-format question and conditional logic. Ask in-person clients about touch, positioning, scent, and access; ask distance clients about time zone, location, connection, and follow-up preferences.
It structures fields around language you provide. Review your statements, describe services accurately, avoid outcome promises, distinguish wellness services from medical care, and seek appropriate professional review when needed.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and collect intake submissions without an artificial response cap. A paid option is available to remove the Makeform badge.
Yes. Confirm identity, ask what changed, capture today's focus, revisit preferences, and present current policies.
Prepare for each client.
