Med-Spa Operations Bundle
Stop running the front of house on sticky notes. Bookings, clients, retail, revenue, and marketing — one workbook.
Digital download. After checkout, Etsy gives you instant access to a ZIP with the workbook and guide. Buy once, yours forever.
What’s included
Everything in the file set.
- Appointment & Booking TrackerEvery appointment in one list with dropdowns throughout, plus a summary block: this week’s booked revenue, average ticket, completed bookings, and no-show rate.
- Client CRMOne row per client with automatic visit count and total service spending, last-visit and suggested rebook dates with overdue highlighting, and service and product preferences. No medical fields of any kind.
- Retail Inventory TrackerEvery product on the shelf with margin percent as a formula, stock on hand, reorder points, and automatic reorder flags when stock runs low.
- Revenue DashboardPer-service economics pulled automatically from the Booking Tracker: completed bookings, average ticket, revenue per service, plus a monthly service-vs-retail rollup and bar chart.
- Membership & Marketing TrackerMembership plans with active-member MRR as formulas, plus marketing campaigns with spend, new clients, and cost per acquisition on every row.
- Quick-start guide (PDF)The 15-minute setup, step by step, with realistic sample data already loaded.
Who it’s for
Built for a specific desk.
- Med-spa owners and front-desk managers
- Practices that want rebooking dates and reorder flags handled by formulas, not memory
- Operators who need to see service vs. retail revenue clearly each month
Requirements
| You need | Microsoft Excel (desktop or web) or a free Google Sheets account |
|---|---|
| No add-ons, no subscriptions, no special software | |
| Nonclinical operations only — scheduling, client contact records, retail, revenue, memberships, marketing |
A note from Procedura. Published by Procedura. This bundle covers nonclinical operations only, by design: no medical history, treatment notes, consent fields, protocols, dosages, or compliance guidance of any kind. Keep clinical records in your clinical system.
Questions
Asked before you asked.
Still unsure? Write to hello@procedura.systems — we answer setup questions about every product.
Elsewhere on the ladder. Start smaller with the Med-Spa Entry 3-Pack — intake log, booking sheet, and retail receipt for $29.
No. It is a digital download: a ZIP with the Excel workbook and a PDF quick-start guide. Nothing will be mailed.
Because this is an instantly downloadable file, all sales are final. If your download is corrupted or a file is missing, message us and we will make it right.
Both. Open the .xlsx directly in Excel, or use File > Import in Google Sheets. Dropdowns, formulas, conditional formatting, and the revenue chart carry over.
Yes. It is your file: edit the service list and prices, set your own reorder points and membership fees, rename campaigns and channels. The guide explains which cells are settings and which are formulas.
No, deliberately. This bundle covers nonclinical operations only. It holds no clinical fields and gives no clinical guidance.
If you can type into a cell and pick from a dropdown, you can run this. The guide walks the 15-minute setup step by step.
The launch notes
Occasional, plain-spoken email.
New products, new playbooks, and practical notes on running a professional practice. No spam, no funnels, no daily drip. Unsubscribe anytime.