Free Esthetician Checklist Template
An esthetician checklist covers booking, intake and skin analysis, facial treatment steps, and the follow-up plan after the appointment.
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A client books a facial and wants to leave with calmer-looking skin, not a fresh flare-up, peeling, or a surprise add-on mid-appointment. The esthetician checklist keeps the work in one place, from the first enquiry through to the follow-up, so each appointment runs the same way even when the skin on the day doesn’t.
The board moves through Enquiry and booking, Intake and skin analysis, Facial treatment, and Review and next steps, with 16 cards that cover what gets confirmed, recorded, performed, and reviewed. The layout uses chart blue with a soft pink accent under Raleway headings and Roboto body text, so the steps read as measured care rather than trend beauty... and the client experience stays predictable.
- Enquiry and booking Cards cover responding to the enquiry, confirming availability, taking payment, sending pre-appointment instructions, and stating the cancellation and fee policy.
- Intake and skin analysis Cards prompt an intake and skin analysis, baseline photos and skin mapping, plus a treatment plan and consent before any treatment starts.
- Facial treatment Cards walk through cleanse and prep, extractions when indicated, deep cleansing, resurfacing when indicated, mask and LED light therapy, and finishing products with aftercare advice.
- Review and next steps Cards cover scheduling a follow-up, reviewing skin response and adjusting the plan, and closing or renewing the treatment plan.
Inside Plutio, the template runs as a project with cards you assign to whoever’s doing the work, leaving you to add your own dates since the board shows the order of work rather than a calendar.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
4 columns carrying 16 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.
| Column | What is in it |
|---|---|
Enquiry and booking | A start column for enquiries through confirmed bookings, including payment, pre-appointment instructions, and the cancellation and fee policy.
|
Intake and skin analysis | An intake column for skin analysis, baseline photos and mapping, and a treatment plan that gets consented before treatment begins.
|
Facial treatment | A treatment column that tracks the facial steps, with decision points for extractions and resurfacing when indicated, then mask, LED, and aftercare.
|
Review and next steps | A closing column for follow-up scheduling, checking the skin response, adjusting the plan, and renewing or closing the treatment plan.
|
What happens when you install it
- A project is created with its board, 4 columns and 16 cards already there.
- Nothing carries a due date, because a board holds the order the work runs in rather than a calendar. The dates go on once you know when the job starts.
- Every card opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
Facial studios, solo estheticians, and skincare & facials teams who want the appointment run-of-show written down from booking through aftercare and follow-up.
Questions about this project template
What should an esthetician checklist include?
An esthetician checklist usually covers booking steps, intake and skin analysis, the facial treatment sequence, and review steps like aftercare and follow-up scheduling. This board groups those stages into columns so the work moves in a consistent order.
How do I make sure a client doesn’t leave red or irritated after a facial?
A checklist helps because intake, baseline records, and consent sit before the treatment steps, so decisions like extractions or resurfacing stay “when indicated” rather than automatic. Aftercare advice and review steps sit at the end so the client leaves with clear next instructions.
Do extractions always leave marks?
Extractions can leave temporary redness or marks for some skin types and situations, so a checklist usually treats them as conditional rather than guaranteed. This template keeps extractions under the facial stage as “when indicated,” with intake and analysis happening first.
What should a client stop using before a peel or resurfacing treatment?
Pre-appointment instructions typically cover what to pause, but the exact list depends on the products involved and the client’s skin. This board includes a booking-stage card for pre-appointment instructions so the guidance gets sent before the appointment.
How many facial sessions does it take to see changes in acne or texture?
The timeline varies by skin, treatment plan, and consistency, so most studios set expectations during intake and then adjust based on response. This checklist includes drafting a treatment plan, reviewing skin response, and updating next steps at the end of the workflow.
Can a facial fit into a lunch break without looking raw afterwards?
The risk of looking raw depends on what gets done during the appointment and how the skin reacts. A checklist helps because intake and skin analysis come before treatment choices, and the last stage includes aftercare and a review of skin response.
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