Prenatal massage intake that captures trimester and clearance up front
Ask every prenatal client which trimester they're in, whether their doctor has cleared them for massage, and their preferred lying position, then collect clearance documentation before they ever sit in your chair.
The exact intake your prenatal massage leads complete
This is the real 5-question guided intake for Prenatal Massage — the same flow your customers finish before you ever pick up the phone.
What a qualified prenatal massage lead should tell you
A massage adapted for pregnant clients that requires confirming trimester, doctor's clearance for massage during pregnancy, and whether the pregnancy is single or multiple before any appointment is booked.
- Far Along Pregnancy
- Doctor Cleared Massage During
- This Single Or Multiple
- Soon Would Like Schedule
- Position Most Comfortable Lying
The questions your team needs answered
Every prenatal massage intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| How far along is your pregnancy? | Second and third trimester answers carry the highest weight because those clients are typically further along and more likely to need regular sessions soon. |
| Has your doctor cleared you for massage during pregnancy? | A 'No' on doctor clearance is weighted far below a 'Yes,' since booking a client who hasn't been cleared for massage during pregnancy is a safety risk you want flagged, not auto-approved. |
| Is this a single or multiple pregnancy? | Knowing whether it's a single or multiple pregnancy helps you plan positioning and session length before the client arrives rather than adjusting on the spot. |
| How soon would you like to schedule your appointment? | Scheduling urgency separates clients ready to book this week from those still just exploring options, without affecting whether they're medically qualified. |
| What position are you most comfortable lying in for a massage? | Preferred lying position tells you which bolsters or table setup to have ready, cutting down on session delays and mismatched expectations. |
How Cliont scores prenatal massage leads
Every answer is weighted automatically — no manual review required.
Value signals
- First trimester
- Second trimester
- Third trimester
- Not sure
- Doctor Cleared Massage During: yes
See the lead your team receives
Prenatal Massage Lead
From first click to qualified lead
Follow clients and members through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the appointment
Smart questions adapt to their appointment and capture the full scope.
They add reference photos
Inspiration and reference photos come attached, so you prep the right look.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for prenatal massage workflows
| Cliont capability | Prenatal Massage application |
|---|---|
| Conditional scoring logic | Automatically weights a 'Yes' on doctor clearance far higher than a 'No,' keeping unconfirmed clients out of the auto-booked queue until they follow up with their provider. |
| Document upload capture | Collects a doctor's clearance letter alongside the intake answers so you have documentation on file before the client's first prenatal appointment. |
| Lead scoring by trimester | Ranks second- and third-trimester requests above first-trimester or 'not sure' answers, surfacing the clients closest to needing regular sessions. |
| CRM routing | Sends only clients with confirmed clearance and a clear trimester answer into your CRM as bookable appointments, reducing the risk of holding a chair for a client who isn't actually cleared to be massaged. |
| Session-prep field capture | Passes the client's preferred lying position and single-vs-multiple pregnancy status into the CRM record so you can set up bolsters or plan session length before they arrive. |
Common prenatal massage lead scenarios
Third-trimester client wants this week
A client in her third trimester confirms doctor clearance and asks to book as soon as possible — the intake flags her as high priority and captures her preferred side-lying position so the room is set up before she arrives.
Cleared status still pending
A second-trimester client hasn't confirmed doctor clearance yet, so the low weight on a 'No' answer keeps her out of the auto-booked queue until she follows up with her provider.
Twin pregnancy inquiry
A client flags a multiple pregnancy, prompting the therapist to review positioning and session length before confirming, rather than auto-approving like a routine single-pregnancy booking.
First trimester, just researching
An early-pregnancy client selects 'just exploring options' on scheduling — the intake still records her trimester and clearance status so she's ready to convert once she's ready to book.
Unsure on both trimester and position
A client answers 'not sure' on how far along she is and on preferred positioning, which routes the lead for a quick manual check rather than an automatic chair hold.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book appointments
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More massage therapy intake templates
Prenatal Massage lead-intake FAQs
Does the intake require proof of doctor's clearance before booking?
The intake asks directly whether a doctor has cleared the client for massage during pregnancy, and you can require a clearance letter upload as supporting documentation. A 'No' answer carries a much lower weight than a 'Yes,' so those leads don't get auto-booked.
How does the trimester question affect the lead score?
Second and third trimester answers carry higher weight than first trimester or 'not sure,' since those clients are typically further along and closer to booking. The score reflects that without you having to ask a follow-up question.
What happens if a client hasn't been cleared by her doctor yet?
Because the 'No' answer on doctor clearance carries a much lower weight than 'Yes,' that lead is scored lower and flagged for follow-up instead of moving straight into your CRM as a bookable appointment.
Can the intake handle twin or multiple-pregnancy requests differently?
Yes — the intake asks whether the pregnancy is single or multiple so you can review positioning and session-length needs for multiples before confirming, rather than treating every prenatal request the same.
Does the form capture positioning preference so I can prep my table?
It asks whether the client is most comfortable side-lying, semi-reclined, or unsure, so you can have the right bolsters and table setup ready before she arrives instead of adjusting mid-session.
Will an unqualified prenatal request still hold a chair on my calendar?
No — clients without confirmed doctor clearance are scored lower and flagged for manual follow-up rather than being routed straight into a booked appointment slot.
How is this different from your Swedish or hot stone massage intake?
Unlike the Swedish Massage or Hot Stone Massage intakes, this one is built around pregnancy-specific safety fields — trimester, doctor clearance, and single-vs-multiple pregnancy — that don't appear in those other catalogs.
Turn prenatal massage visitors into qualified appointments
Give every prenatal massage visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you hold a chair.