Med Spa Essentials Checklist — Free Download

The Med Spa Documentation Checklist Every Clinic Needs

If you run a med spa or aesthetic clinic, this checklist shows exactly what documentation should be in place—and what most clinics are missing.

No templates. No fluff. Just clarity.

Most med spas don’t struggle because of treatments. They struggle because their documentation systems are incomplete, outdated, or inconsistent.

This free guide was created after reviewing hundreds of med spa workflows and identifying the minimum documentation standards clinics need to operate safely, professionally, and at scale.

You don’t need new software to start—you need to know what should exist first.

What You’ll Learn

In this free guide, you’ll see:

• The 10 essential documents every med spa should have

• What each document is responsible for (at a high level)

• Where clinics commonly expose themselves to risk

• Why “piecemeal forms” lead to staff confusion and client issues

• How proper documentation improves client trust and retention

Who This Is For

This guide is designed for:

• Med spa owners launching or restructuring a clinic

• Practice managers updating outdated consent forms

• Injectors working without standardized aftercare

• Clinics growing from solo provider to full staff

• Aesthetic practices preparing to scale

If you’re responsible for operations, compliance, or client experience, this applies to you.