Med-Spa Starter 3-Pack: intake log, booking sheet, and retail receipt preview
Preview of the Med-Spa Starter 3-Pack file set.
Med-Spa Level 1: Fix individual tasks

Part of the Medical industry →

Med-Spa Starter 3-Pack

A clean front desk starts with clean paperwork. Intake, booking, and retail receipts, done right.

$29 one-time purchase

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. Buy once, yours forever.


Bright, modern med-spa treatment room with treatment bed and studio lighting
Built for medical pros. Part of Procedura’s medical industry stack. see how the stack works →

Where this fits

Level 1 of 3: Fix individual tasks

Standalone, single-purpose tools. Each one does exactly one job: an estimate template that totals itself, a sign-in sheet that feeds your follow-up, a prompt pack that drafts the emails. The 3-packs bundle the individual tasks a trade hits most often, cheaper than buying them one by one, with nothing in the bundle you will not use this month.

Shown for the stack. The levels are the same in every industry.

Level 1 This product

Fix individual tasks

$19 to $39

Med-Spa Starter 3-Pack: $29
Level 2

Run the operation

$49 to $119

Level 3

Put AI to work

$99 to $199

In development

What comes next: You are at Level 1 (Fix individual tasks). The step up is Level 2 (Run the operation): Med-Spa Operating System: $59

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.

  • Client intake log
    Date, 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 sheet
    Time, 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 receipt
    Product 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 needMicrosoft 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 Operating System is the next step.

Questions

Asked before you asked.

Still unsure? Write to [email protected]. We answer setup questions about every product.

Elsewhere in the stack. When the book fills up: the Med-Spa Operating System ($59) 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.