Med-Spa Entry 3-Pack
A clean front desk starts with clean paperwork. Intake, booking, and retail receipts — done right.
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.
- Client intake logDate, name, contact details, how-they-heard and interests dropdowns, plus an automatic referral-source tally that shows where new clients come from. Contact and preferences only — no medical fields.
- Appointment booking sheetTime, client, service, staff, duration, price, and status. Duration and price fill in from your service menu by formula. Day summary: booked revenue, confirmed, no-shows, and chair time.
- Retail receiptProduct lines, quantity and unit price, subtotal, discount, sales tax, total, payment method, amount paid, and change due. All formulas.
- Quick-start guide (PDF)Your business info, service menu, and tax rate set up in 10 minutes.
Who it’s for
Built for a specific desk.
- Med spas that need clean front-desk paperwork this week
- Practices that want to know where new clients actually come from
- Operators not ready for the full operations bundle yet
Requirements
| You need | Microsoft Excel (desktop or web) or a free Google Sheets account |
|---|---|
| No add-ons, no subscriptions | |
| Strictly nonclinical — keep clinical records in your clinical system |
A note from Procedura. Published by Procedura. Nonclinical by design: no medical history, treatment, consent, dosage, or clinical fields of any kind — and not medical advice. When the book fills up, the Med-Spa Operations Bundle is the next step.
Questions
Asked before you asked.
Still unsure? Write to hello@procedura.systems — we answer setup questions about every product.
Elsewhere on the ladder. When the book fills up: the Med-Spa Operations Bundle ($79) adds the CRM, inventory, revenue dashboard, and marketing tracking.
Both. The workbook is an .xlsx built for Microsoft Excel, and it imports into Google Sheets. After import, spot-check the totals.
No, deliberately. This pack is nonclinical: intake contact and preferences, scheduling, and retail sales only.
You set your service menu once (name, duration, price). Pick a service from the dropdown and the duration and price fill in by formula.
Yes. The quick-start guide shows exactly where your business info goes, and the service menu is yours to edit.
Yes. Enter your tax rate once and every receipt uses it.
This is an instant download, so refunds are not available once the file is downloaded. Please read the description before buying.
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.