Looking for Medical Esthetician Templates to download? See the main templates that a Medical Esthetician would use in their day-to-day work.
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Medical Esthetician Templates
Contents
Medical Esthetician Templates
There is a huge number of templates that someone in the Medical 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 Medical 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. Treatment Record Sheet
4. Product Inventory Spreadsheet
5. Daily Appointment Schedule
6. Monthly Sales Report
7. Marketing Plan Template
8. Staff Training Manual
9. Expense Tracker Spreadsheet
10. Client Feedback Form
Reports
Reports are often prepared by a Medical 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 Satisfaction Report
4. Treatment Effectiveness Report
5. Staff Performance Report
6. Marketing Campaign Report
7. Financial Performance Report
8. Product Usage Report
9. Appointment Booking Report
10. Competitor Analysis 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 Medical Esthetician does and how they do it.
1. Pre-Treatment Consultation SOP
2. Facial Treatment SOP
3. Chemical Peel SOP
4. Microdermabrasion SOP
5. Laser Hair Removal SOP
6. Botox and Filler Injection SOP
7. Waxing and Hair Removal SOP
8. Skin Analysis SOP
9. Post-Treatment Care SOP
10. Equipment Maintenance SOP
Presentations
Medical 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 Treatment Specials
2. Skincare Product Recommendations
3. Before and After Client Results
4. Latest Beauty Trends and Techniques
5. Client Testimonials and Reviews
Legal Docs
There are several key times when a Medical 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. Consent Form Template
2. Client Intake Form Template
3. Treatment Agreement Template
4. Medical History Form Template
5. Liability Waiver Template
Health & Safety Templates
Health & Safety templates for a Medical Esthetician ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Hazard Assessment Template
3. Personal Protective Equipment (PPE) Checklist Template
4. Emergency Response Plan Template
5. Workplace Inspection Checklist Template
Calendars
Setting up Medical 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. Continuing Education Calendar
Invoice Templates
Several types of Medical Esthetician invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Client Services Invoice
2. Product Sales Invoice
3. Treatment Packages Invoice
4. Consultation Fee Invoice
5. Membership Subscription Invoice
Survey Templates
For a Medical Esthetician to get insights related to the work they do, they need to send out Medical 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. Treatment Effectiveness Survey
4. Appointment Experience Survey
5. Skincare Routine Survey
Meeting Agendas
Having premade Medical 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. Monthly Team Meeting
2. Client Consultation Meeting
3. Product Training Meeting
4. Marketing Strategy Meeting
5. Performance Review Meeting
Budget Templates
To manage finances well, a Medical Esthetician would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Personal Budget Planner
3. Business Expenses Worksheet
4. Savings Goal Tracker
5. Debt Repayment Plan
Dashboards
Dashboards are a useful way for a Medical 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. Treatment Effectiveness Dashboard
5. Marketing Campaign Dashboard
Proposal Templates
For bidding or requesting work, a Medical 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. Skin Rejuvenation Package Proposal
3. Hair Removal Services Proposal
4. Acne Treatment Program Proposal
5. Body Contouring and Sculpting 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 Medical 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.
