Part of the Medical industry →
Med-Spa Operating System
Stop running the front of house on sticky notes. Bookings, clients, retail, revenue, and marketing in one workbook.
Digital download: a ZIP with the workbook and guide. Buy direct and the download link arrives by email right after checkout. Also available on Etsy if you prefer to shop there.
See it in action
Where this fits
Level 2 of 3: Run the operation
Connected operating systems for the work that repeats every week: estimating, pipeline, bookings, deadlines, follow-up. Tabs share data and formulas carry the numbers from estimate to invoice to dashboard. Enter it once and stop retyping the same figures into five different sheets.
Shown for the Medical stack. The levels are the same in every industry.
Run the operation
$49 to $119
What comes next: You are at Level 2 (Run the operation). Next is Level 3 (Put AI to work): Med-Spa Rebooking & Win-Back Agent: $149
Beyond the levels: Own the whole stack — Every level for your industry, one purchase, about 25% off. In development now; we bundle the stack once the levels beneath it are real.
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, today’s bookings, and the no-show count.
- 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.
The make-it-right promise. If a file does not open, a formula does not calculate, or a pack is not what this page describes, write to us within 14 days of purchase. We fix it, replace it, or refund it.
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. 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 [email protected]. We answer setup questions about every product.
Elsewhere in the stack. Keep the book full: the Med-Spa Rebooking & Win-Back Agent ($149) drafts rebooking nudges, win-back messages, and review requests.
No. It is a digital download: a ZIP with the Excel workbook and a PDF quick-start guide. Nothing will be mailed.
Under the make-it-right promise: if something does not work as this page describes, write to us within 14 days and we will fix it, replace it, or refund it.
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.
Related product
Med-Spa Rebooking & Win-Back Agent
The launch notes
Occasional, plain-spoken email.
New products, new playbooks, and practical notes on running a service business. No spam, no funnels, no daily drip. Unsubscribe anytime.