AI Matrx Logo

Day spa

Marigoldwater Day Spa · Day spa · Asheville, NC

Claire Dubois runs Marigoldwater Day Spa and uses this to take client intake forms with health notes that only therapists can see, so the front desk can book without ever reading a client's medical details.

Fitness and beautyIntakeGoverned columns5 tables · 7 views · 1 form · 3 dimension sets · 1 digest · 1 notification · 1 stage rule set · 1 row action · 1 agent
Use this template

All clients

Clients
ClientEmailPhoneDate of birthPressureUsual therapistMembership
Thaddeus Wetherell-Nkosithaddeus.wetherell@willowgatepostbox.com(828) 555-0131Oct 31, 1960MediumZephyrine Okoye-LundWalk-in
Perpetua Ravenscroft-Lalperpetua.ravenscroft@thornbeamcorner.net(828) 555-0134Jun 12, 1994LightTamsin Ellerbeck-DialloGift package
Emmerich Strand-Adeyemiemmerich.strand@brindlecrossinbox.net(828) 555-0129Feb 18, 1974FirmOttoline Marchetti-WrayWalk-in
Ottilie Carraway-Sandersottilie.carraway@fernlockmailroom.org(828) 555-0132Aug 14, 1987MediumBarnaby Hollingbourne-NwosuWalk-in
Gideon Halloran-Teogideon.halloran@willowgatepostbox.com(828) 555-0135Dec 22, 1972MediumZephyrine Okoye-LundWalk-in
Ptolemy Gallagher-Wardptolemy.gallagher@brindlecrossinbox.net(828) 555-0137Jan 10, 1980FirmBarnaby Hollingbourne-NwosuWalk-in
Marguerite Delacourt-Oforimarguerite.delacourt@fernlockmailroom.org(828) 555-0136Sep 1, 1968MediumOttoline Marchetti-WrayWalk-in
Verity Hollingsworth-Zuluverity.hollingsworth@thornbeamcorner.net(828) 555-0126Jan 15, 1997MediumTamsin Ellerbeck-DialloGift package
Juniper Okonkwo-Halejuniper.okonkwo@thornbeamcorner.net(828) 555-0130May 5, 1996LightTamsin Ellerbeck-DialloGift package
Lysander Beaumont-Idowulysander.beaumont@brindlecrossinbox.net(828) 555-0133Mar 29, 1983FirmOttoline Marchetti-WrayWalk-in
Cordelia Marchetti-Oyelarancordelia.marchetti@fernlockmailroom.org(828) 555-0128Nov 27, 1991LightTamsin Ellerbeck-DialloWalk-in
Leopold Fenwick-Ashbyleopold.fenwick@brindlecrossinbox.net(828) 555-0125Jul 7, 1969FirmOttoline Marchetti-WrayMonthly member

16 more rows

Tables

Clients

28 sample rows · 13 columns

Everyone who books at the spa, with the personal details only the front desk and therapists should see.

ClientEmailPhoneDate of birthPressureUsual therapistMembership
Thaddeus Wetherell-Nkosithaddeus.wetherell@willowgatepostbox.com(828) 555-0131Oct 31, 1960MediumZephyrine Okoye-LundWalk-in
Perpetua Ravenscroft-Lalperpetua.ravenscroft@thornbeamcorner.net(828) 555-0134Jun 12, 1994LightTamsin Ellerbeck-DialloGift package
Emmerich Strand-Adeyemiemmerich.strand@brindlecrossinbox.net(828) 555-0129Feb 18, 1974FirmOttoline Marchetti-WrayWalk-in
Ottilie Carraway-Sandersottilie.carraway@fernlockmailroom.org(828) 555-0132Aug 14, 1987MediumBarnaby Hollingbourne-NwosuWalk-in
Gideon Halloran-Teogideon.halloran@willowgatepostbox.com(828) 555-0135Dec 22, 1972MediumZephyrine Okoye-LundWalk-in
Ptolemy Gallagher-Wardptolemy.gallagher@brindlecrossinbox.net(828) 555-0137Jan 10, 1980FirmBarnaby Hollingbourne-NwosuWalk-in
Marguerite Delacourt-Oforimarguerite.delacourt@fernlockmailroom.org(828) 555-0136Sep 1, 1968MediumOttoline Marchetti-WrayWalk-in
Verity Hollingsworth-Zuluverity.hollingsworth@thornbeamcorner.net(828) 555-0126Jan 15, 1997MediumTamsin Ellerbeck-DialloGift package
Juniper Okonkwo-Halejuniper.okonkwo@thornbeamcorner.net(828) 555-0130May 5, 1996LightTamsin Ellerbeck-DialloGift package
Lysander Beaumont-Idowulysander.beaumont@brindlecrossinbox.net(828) 555-0133Mar 29, 1983FirmOttoline Marchetti-WrayWalk-in
Cordelia Marchetti-Oyelarancordelia.marchetti@fernlockmailroom.org(828) 555-0128Nov 27, 1991LightTamsin Ellerbeck-DialloWalk-in
Leopold Fenwick-Ashbyleopold.fenwick@brindlecrossinbox.net(828) 555-0125Jul 7, 1969FirmOttoline Marchetti-WrayMonthly member

16 more rows

Intakes

28 sample rows · 11 columns

The health questionnaire each client sends before a first treatment and the therapist's review of it.

IntakeClientSent onReason for visitAllergiesMedicationsConsent to treatment
Intake — Thaddeus WetherellThaddeus Wetherell-NkosiOct 17, 2026RelaxationNoneNaproxenYes
Intake — Perpetua RavenscroftPerpetua Ravenscroft-LalOct 17, 2026Skin concernAloeNoneYes
Intake — Emmerich StrandEmmerich Strand-AdeyemiOct 16, 2026Pain reliefNoneNoneYes
Intake — Ottilie CarrawayOttilie Carraway-SandersOct 16, 2026Special occasionNoneNoneYes
Intake — Gideon HalloranGideon Halloran-TeoOct 16, 2026RelaxationNoneSertralineYes
Intake — Marguerite DelacourtMarguerite Delacourt-OforiOct 16, 2026Pain reliefNoneWarfarinYes
Intake — Juniper OkonkwoJuniper Okonkwo-HaleOct 15, 2026Skin concernRetinolBirth control pillYes
Intake — Lysander BeaumontLysander Beaumont-IdowuOct 15, 2026Pain reliefNoneMuscle relaxant at nightYes
Intake — Ptolemy GallagherPtolemy Gallagher-WardOct 15, 2026Pain reliefNoneGabapentinYes
Intake — Verity HollingsworthVerity Hollingsworth-ZuluOct 14, 2026Special occasionNoneNoneYes
Intake — Barclay AlmeidaBarclay Almeida-StoneOct 13, 2026Pain reliefNoneNoneYes
Intake — Saoirse CallowaySaoirse Calloway-PryorOct 12, 2026Prenatal comfortNonePrenatal vitaminsYes

16 more rows

Visits

36 sample rows · 9 columns

Every treatment on the books, with the therapist, the time and the intake it relies on.

VisitClientTreatmentTherapistIntake usedTimeStatus
Swedish massage — Marisol OkwuosaMarisol Okwuosa-DelgadoSwedish massageOttoline Marchetti-WrayIntake — Marisol OkwuosaOct 15, 1:00 PMDone
Deep tissue massage — Fitzwilliam AbaraFitzwilliam Abara-LindenDeep tissue massageZephyrine Okoye-LundIntake — Fitzwilliam AbaraOct 12, 8:30 PMDone
Deep tissue massage — Fitzwilliam Abara (2)Fitzwilliam Abara-LindenDeep tissue massageZephyrine Okoye-LundIntake — Fitzwilliam AbaraOct 25, 5:30 PMBooked
Custom peel facial — Henrietta MoreauHenrietta Moreau-AchebeCustom peel facialTamsin Ellerbeck-DialloIntake — Henrietta MoreauOct 9, 7:00 PMDone
Body polish — Henrietta MoreauHenrietta Moreau-AchebeBody polishTamsin Ellerbeck-DialloIntake — Henrietta MoreauOct 17, 1:00 PMDone
Deep tissue massage — Lazarus PennywhistleLazarus Pennywhistle-OduyaDeep tissue massageBarnaby Hollingbourne-NwosuIntake — Lazarus PennywhistleOct 6, 5:30 PMDone
Deep tissue massage — Rosalind WexcombeRosalind Wexcombe-TranDeep tissue massageOttoline Marchetti-WrayIntake — Rosalind WexcombeOct 3, 4:00 PMDone
Deep tissue massage — Desmond VasquezDesmond Vasquez-HoltDeep tissue massageZephyrine Okoye-LundIntake — Desmond VasquezSep 30, 2:30 PMDone
Express facial — Clementine WhitfieldClementine Whitfield-NairExpress facialTamsin Ellerbeck-DialloIntake — Clementine WhitfieldSep 27, 1:00 PMDone
Express facial — Clementine Whitfield (2)Clementine Whitfield-NairExpress facialTamsin Ellerbeck-DialloIntake — Clementine WhitfieldOct 26, 4:00 PMBooked
Swedish massage — Tobias RathboneTobias Rathbone-BoatengSwedish massageBarnaby Hollingbourne-NwosuIntake — Tobias RathboneSep 24, 8:30 PMDone
Hot stone massage — Anneliese ParkAnneliese Park-MensahHot stone massageOttoline Marchetti-WrayIntake — Anneliese ParkSep 21, 7:00 PMDone

24 more rows

Treatments

10 sample rows · 4 columns

The menu: what each treatment costs and how long it holds a room.

TreatmentCategoryTreatment timePrice
Swedish massageMassage60$110
Deep tissue massageMassage60$130
Hot stone massageMassage75$150
Prenatal massageMassage60$120
Express facialFacial30$70
Hydrating facialFacial60$115
Custom peel facialFacial60$140
Body polishBody45$95
ManicureHands and feet45$55
PedicureHands and feet60$75

Also included

  • Intakes waiting for a therapistDigest
  • New intakeNotificationWhen a client sends an intake, a therapist is told so it can be read before the visit.
  • Visit boardStage rules
  • Needs a callRow action

Related templates