SOPs generated this weekrestaurant owners, HVAC shops, gym managers, landscapers

One-time · $49 · PDF in your inbox within minutes

Every therapist should intake the same way. Document how.

Describe your new client intake, contraindication screening, or post-session rebooking process. We format it into a written SOP every therapist at your practice follows — consistently.

Works for any physical or operational process. Talk through it or type it out — we turn it into a professional PDF.

Example output

SOP · PDF · massage therapy practice

New Client Intake Procedure — Massage Therapy Practice

  1. 1.Review the client health history intake form before the session begins — not during. Contraindications must be identified before the client enters the room.
  2. 2.Screen any flagged items with follow-up questions: recent surgery, active infection, DVT history, uncontrolled hypertension. Document the follow-up answer.
  3. 3.Confirm session goal at intake: relaxation, pain or tension relief, or specific area focus. Record on the client card. A client who wanted pain relief and got relaxation won't rebook.
  4. 4.Before leaving the client to undress: confirm draping policy, areas to work, and that they should undress to their comfort level.
  5. 5.Pressure check within the first 5 minutes of the session. Do not wait until the end — adjust early or the whole session is wrong.
  6. 6.Rebook with a specific interval recommendation before the client leaves. 'For ongoing shoulder tension, every 2-3 weeks.' Clients with a specific recommendation rebook at 3× the rate.

Your SOP will be formatted like this — written in your words, specific to your business.

Operator Plan

$99 / month

New hire every quarter. Seasonal staff each spring. Stop re-explaining from scratch every time someone leaves.

  • Unlimited SOP generation
  • Opening, closing, onboarding, service calls, equipment operation
  • PDF emailed immediately — ready to print and post by the station
  • Break even at 3 SOPs — everything after is free

More industries

RestaurantsHVACCleaningGymsLandscapingConstruction

How to Create an SOP for Your Massage Therapy Practice

Massage therapy SOPs protect both the client and the therapist. The procedures that carry the most liability weight: new client intake (health history review before session start, contraindication screening, session goal documentation), draping and modesty confirmation, pressure check protocol, and post-session rebooking. For practices with multiple therapists, written SOPs ensure that a client who sees a different therapist receives the same intake quality — which determines whether they trust the practice enough to rebook.

Common Massage Therapy Practice processes that need SOPs

  • New client intake — health history review and contraindication screening
  • Session goal documentation and expectation setting
  • Draping and modesty confirmation procedure
  • Pressure check and adjustment protocol
  • Post-session debrief and rebooking recommendation
  • Room setup and sanitation between clients
  • New therapist onboarding and quality standard
  • Incident documentation (quick nick, client reaction, adverse event)

Why Massage Therapy Practice operators need documented SOPs

The contraindication screening is where the most significant liability lives in massage therapy. A therapist who performs deep tissue work on a client with undisclosed DVT creates a situation where a written intake procedure is the only documentation of what was disclosed and when. For multi-therapist practices, consistent intake SOPs are also the mechanism for consistent client experience — which drives retention more than any other factor.

Pro tip

Write your new client intake procedure first. It is the procedure that prevents the most expensive outcomes (adverse events, contraindication injuries, client dissatisfaction from unmet expectations) and it is almost universally informal in solo and small group practices. The 30-minute investment to document it is worth more than any other procedure you could write.