Free Esthetician Checklist Template
An esthetician checklist covers intake, pre-appointment prep, the treatment session steps, aftercare notes, and follow-up booking in one place.
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Photos, meetings, and big events don’t leave much room for guesswork, and skincare work can backfire fast if prep and aftercare get missed. The Esthetician Checklist runs the whole appointment flow as a project, so the intake, treatment choices, and follow-up steps stay in one order instead of living in someone’s head. The board uses patina green with iron-oxide red accents under Lora headings, which keeps the page readable when the client’s main question is “will my skin look normal when I walk out?”
The columns move from Enquiry and intake into Pre-appointment prep, covering what gets confirmed, what gets paused, and what gets sent out before the appointment. Treatment session holds the service options and the session notes to capture at the time, then Aftercare and monitoring carries the calm-down protocol, what redness and peeling can look like, and the check-in that catches a reaction early. Review and renewal finishes with the next booking and the longer plan, so the client’s next steps don’t turn into an upsell conversation when the skin needs a slower pace.
- Enquiry and intake Starts the board with consult and intake, session confirmation, and the payment and cancellation points that need to be said up front.
- Pre-appointment prep Holds the stop-list and instructions, sun and active-ingredient guidance, and the pre-event prep checklist that goes out before the visit.
- Treatment session Keeps the 60-minute facial flow alongside service options like dermaplaning, microdermabrasion, extractions, device facials, and peel level notes.
- Aftercare and monitoring Tracks immediate calming steps, expected downtime, aftercare instructions and product list, plus the check-in call for treatment response.
- Review and renewal Closes the loop with the next booking, progress notes, series timing, and maintenance and pack options.
Once the board is in your workspace, the columns keep the sequence and the cards hold the individual steps, leaving you to assign the work and add your own dates since the board doesn’t run on a calendar. The checklist stays actionable as tasks, so whoever’s handling intake, prep, and aftercare can see what’s next without rewriting the process every time.
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
5 columns carrying 20 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 intake | Intake and consult cards sit here, along with the steps for confirming the session and covering payment, packs, and cancellation.
|
Pre-appointment prep | Prep cards cover the product stop-list and instructions, sun and active-ingredient pauses, and a pre-event checklist to send before the appointment.
|
Treatment session | Session cards list the treatment options and give you a place to record what was delivered, including any peel level notes.
|
Aftercare and monitoring | Aftercare cards track immediate calming steps, what redness and peeling to expect, the care instructions and product list, and the scheduled check-in.
|
Review and renewal | Follow-up cards handle the next booking, progress notes, series planning, and the maintenance schedule and pack options to discuss.
|
What happens when you install it
- A project is created with its board, 5 columns and 20 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
Estheticians and skincare & facials studios that need a repeatable way to run consult, prep, treatment notes, and aftercare follow-up across appointments.
Questions about this project template
What should a facial intake checklist include?
A facial intake checklist usually covers the skin consult, the session type being booked, and any payment and cancellation points that need to be confirmed before the appointment. The intake also needs a place to capture the initial recommendation so the treatment choice has context.
What should clients stop using before a facial or peel?
A pre-appointment checklist typically includes a product stop-list and guidance on pausing active ingredients, plus notes on sun exposure. The exact items and timing vary by treatment, so the checklist gives you one spot to record and send your instructions.
How do you track treatment steps during a facial appointment?
A treatment checklist works best when it lists the service options and leaves room for notes on what was delivered in the session. For chemical peels, the checklist also needs a place to record the peel level.
How long does redness or peeling last after a facial or peel?
Aftercare notes usually explain what redness, peeling, and downtime can look like, because clients want to know what to expect before they leave. A follow-up check-in also helps you track treatment response if the reaction changes over the next day or two.
Can extractions be done without leaving marks?
Clients often ask about marks because extractions can leave temporary redness depending on the skin and what’s being treated. A session checklist helps by recording what was done and pairing it with aftercare instructions and monitoring steps.
How often should someone book facials for results?
Frequency depends on the client’s goals and how their skin responds to treatment over time. A review checklist supports that decision by recording progress and carrying a maintenance schedule and follow-up booking step.
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