Free Massage Therapy Checklist Template
A massage therapy checklist covers the steps from first enquiry through intake and consent checks, treatment notes, follow-ups, and an ongoing care plan.
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A massage client wants to feel safe and listened to, but the first message, the intake, and the pressure check can still turn into guesswork, leaving someone worried they’ll book the wrong thing or end up sore for days. The Massage Therapy Checklist runs that whole flow as a board in projects, so the work moves in order from booking through follow-ups without missing a consent check or an aftercare note.
The board keeps the conversation and the session on rails: early cards cover the common questions people ask before they commit, then the first-visit cards prompt contraindications, focus, and pressure agreements before hands-on work starts. The later columns shift into progress review and how ongoing care gets priced and booked, which means the plan stays clear even when the sessions change from relaxation to clinical massage or sports massage.
- Initial enquiry and booking Cards guide the first reply, explain session options, and cover what gets sent out before the appointment, including an intake form.
- First appointment and checks Cards prompt consent, contraindications, a quick posture and movement check, and notes for aftercare and the next-session plan.
- Follow-up treatment sessions Cards keep return visits consistent, with a place to review response, deliver the session, and adjust pressure and techniques as you go.
- Progress review and plan Cards cover a progress check against goals, then move into ongoing frequency, booking, and invoicing terms including cancellations and late fees.
- Finish or ongoing care Cards help wrap up with a maintenance plan or single-session option, plus a final aftercare summary and next booking or file close.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
5 columns carrying 21 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.
| Column | What is in it |
|---|---|
Initial enquiry and booking | Cards guide the first reply, explain session options, and cover what gets sent out before the appointment, including an intake form.
|
First appointment and checks | Cards prompt consent, contraindications, a quick posture and movement check, and notes for aftercare and the next-session plan.
|
Follow-up treatment sessions | Cards keep return visits consistent, with a place to review response, deliver the session, and adjust pressure and techniques as you go.
|
Progress review and plan | Cards cover a progress check against goals, then move into ongoing frequency, booking, and invoicing terms including cancellations and late fees.
|
Finish or ongoing care | Cards help wrap up with a maintenance plan or single-session option, plus a final aftercare summary and next booking or file close.
|
What happens when you install it
- A project is created with its board, 5 columns and 21 cards already there.
- Nothing carries a due date, because a board holds the order the work runs in rather than a calendar. The dates go on once you know when the job starts.
- Every card opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
Massage therapists and bodywork practitioners who want a repeatable intake-to-follow-up workflow for in-clinic or mobile massage.
Questions about this project template
What should a massage therapy checklist include?
A massage therapy checklist usually follows the whole client flow: initial enquiry, intake and consent, contraindications, session focus and pressure, aftercare notes, and follow-up planning. This board covers those stages from first booking through finish or ongoing care.
What questions should a massage therapist ask before the first session?
Common questions cover clothing and what stays covered, relevant injuries or contraindications, and what pressure feels safe. The first column includes cards for answering those basics and sending an intake form before the appointment.
How do you check consent and pressure during a massage?
Consent gets confirmed up front and then checked again when focus areas and pressure are agreed. The first-appointment column includes cards to confirm consent and agree session focus and pressure before treatment starts.
Can massage work around an old injury or a sore disc?
A session needs an intake and contraindications check before any hands-on work, and the plan should stay adjustable based on response. The first-appointment column includes an intake and contraindications card, and follow-up cards prompt review and adjustment.
How sore should you be after a deep tissue or sports massage?
Post-session response varies, so the important part is recording aftercare notes and checking in before the next treatment. The first-appointment column prompts aftercare notes and a next-session plan, and follow-up columns start with reviewing the response.
How do you track progress across multiple massage sessions?
Progress tracking needs agreed goals, a review point, and a plan for frequency and session type when things change. The progress review column focuses on assessing goals and recommending ongoing frequency and session type.
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