Esthetician Templates

Esthetician Templates

There is a huge number of templates that someone in the Esthetician role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Esthetician. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Client Consultation Form
2. Treatment Consent Form
3. Daily Appointment Schedule
4. Product Inventory Spreadsheet
5. Sales Report
6. Expense Tracker
7. Marketing Plan Template
8. Staff Schedule
9. Client Feedback Form
10. Monthly Revenue Analysis

Reports

Reports are often prepared by a Esthetician to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Sales Report
2. Inventory Report
3. Client Retention Report
4. Appointment Book Report
5. Product Usage Report
6. Staff Performance Report
7. Marketing Campaign Report
8. Financial Statement Report
9. Customer Satisfaction Report
10. Training and Education Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Esthetician does and how they do it.

1. Client Consultation SOP
2. Facial Treatment SOP
3. Waxing Procedure SOP
4. Makeup Application SOP
5. Eyebrow Shaping SOP
6. Chemical Peel SOP
7. Microdermabrasion SOP
8. Body Treatment SOP
9. Product Inventory Management SOP
10. Sanitation and Sterilization SOP

Presentations

Esthetician presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Product Showcase
2. Skincare Routine Guide
3. Makeup Trends Update
4. Spa Treatment Menu
5. Before and After Transformation Gallery

Legal Docs

There are several key times when a Esthetician needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Client Consent Form
2. Liability Waiver Form
3. Treatment Record Form
4. Product Purchase Agreement
5. Employment Contract

Health & Safety Templates

Health & Safety templates for a Esthetician ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Personal Protective Equipment (PPE) Assessment Template
5. Chemical Inventory Template

Calendars

Setting up Esthetician calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Appointment Calendar
2. Treatment Schedule Calendar
3. Marketing Calendar
4. Inventory Calendar
5. Staff Schedule Calendar

Invoice Templates

Several types of Esthetician invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Client Facial Invoice
2. Waxing Services Invoice
3. Makeup Application Invoice
4. Eyelash Extensions Invoice
5. Skincare Product Sales Invoice

Survey Templates

For a Esthetician to get insights related to the work they do, they need to send out Esthetician surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Service Evaluation Survey
4. Appointment Booking Experience Survey
5. Skincare Routine Survey

Meeting Agendas

Having premade Esthetician meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Client Consultation Meeting Template
2. Staff Training Meeting Template
3. Product Knowledge Meeting Template
4. Marketing Strategy Meeting Template
5. Inventory Management Meeting Template

Budget Templates

To manage finances well, a Esthetician would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Salon Supplies Budget
3. Marketing and Advertising Budget
4. Professional Development and Training Budget
5. Equipment and Maintenance Budget

Dashboards

Dashboards are a useful way for a Esthetician to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Client Retention Dashboard
3. Inventory Management Dashboard
4. Appointment Scheduling Dashboard
5. Marketing Campaign Dashboard

Proposal Templates

For bidding or requesting work, a Esthetician needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Facial Treatment Proposal
2. Skincare Product Recommendation Proposal
3. Waxing and Hair Removal Services Proposal
4. Makeup Application and Beauty Consultation Proposal
5. Spa Package and Special Promotion Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Esthetician templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.