Free Aesthetic Service Advisor Daily Checklist Template

Aesthetic Service Advisor Daily Checklist


Prepared by: [Your Name]

Company: [Your Company Name]

Date: [Insert Date]


1. Opening Procedures

  • Check that all necessary equipment is turned on and functioning.

  • Ensure the client waiting area is clean and welcoming.

  • Verify the appointment schedule for the day.

  • Prepare refreshments for clients, if applicable.

  • Log into management software and check messages.

2. Customer Interaction

  • Greet clients warmly as they enter the premises.

  • Confirm clients' appointments and discuss any updates.

  • Provide clients with an overview of the services for the day.

  • Offer any available add-ons or promotions.

  • Ensure clients complete necessary paperwork before sessions.

3. Service Oversight

  • Check-in periodically with clients to ensure satisfaction.

  • Coordinate with staff to address any client concerns.

  • Monitor timing to ensure adherence to the schedule.

  • Document any incidents or client feedback.

  • Adjust room temperatures and ambiance as needed.

4. Closing Procedures

  • Ensure all equipment is turned off and cleaned.

  • Check that all appointments are marked completed or rescheduled.

  • Replenish stock and supplies for the next day.

  • Secure all entrances and set the alarm system.

  • Review the day’s feedback and plan adjustments.

5. Administrative Tasks

  • Update client records with new information.

  • Process and archive completed paperwork.

  • Order supplies that are running low.

  • Send follow-up emails to clients with surveys.

  • Plan for upcoming client appointments and events.

Checklist Templates @ Template.net