The Pre-Arrival
Wellness Intake
A benchmark of what 15 luxury wellness properties ask before arrival — and a template you can adopt this quarter to turn the intake from a compliance step into a personalization asset.
Almost every luxury wellness property asks the same eleven categories before arrival. The difference between a compliance form and a personalization asset is not what the form asks — it is how the answers are read.
The eleven universal categories
Across a benchmark of 15 luxury wellness properties, pre-arrival intake questionnaires converge on the same eleven categories. Coverage is nearly universal — the wording differs, the underlying map does not.
- 01CaptureWellness goals
- 02ScreenMedical history & contraindications
- 03NoteDietary preferences & restrictions
- 04ReadSleep quality & patterns
- 05SurfaceCurrent stressors
- 06AssessFitness level & mobility
- 07Listen forEmotional & spiritual wellbeing
- 08ReferencePrior wellness experience
- 09ConfirmConsent, privacy & data
- 10CoordinatePractical logistics (arrival, room)
- 11RoutePersonalization notes for practitioners
Coverage is universal. The read is the differentiator.
Coverage is table stakes. The read is the differentiator.
Where most intake forms leave value on the table
Intake forms are accurate about what they capture. The limitation is structural: they ask guests to report at the level they can consciously access. Guests can tell you they're stressed, want better sleep, want clarity. What they usually cannot tell you is the pattern organizing all of those things at once — the nervous system structure that determines what needs to happen first.
Every property collects the surface. The depth is what changes the first session.
A three-step template you can adopt this quarter
- 01Keep the eleven
Don't shrink the intake. The eleven categories above are already the coverage you need. Rewrite them in the property's voice.
- 02Add two open questions
Add two short, open-text prompts near the end — 'What are you hoping this stay makes possible?' and 'What have you tried that didn't hold?'. These are the fields the Codex reads deepest.
- 03Route the read to the practitioner
Get the read into the practitioner's hands before the first session, not after. That is the entire hinge.
Keep the form. Change what happens to the answers.