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Aesthetic Treatment Plan Template

A printable treatment plan that sequences the recommended treatments, spaces them sensibly, and gives the client a written summary of what, when, and roughly what it costs.

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Last reviewed September 2026 · Not legal advice

Sequencing is the plan

Most aesthetic goals need more than one treatment, and the order matters: some treatments should be spaced apart, and some should wait until others have healed. A written plan makes that sequence explicit and stops clients from booking treatments in an order that works against them.

Include downtime for each step and a cost estimate, marked as an estimate. Clients often decide after they have gone home, and a clear document makes that easier.

Clinic name · address · phone

Aesthetic Treatment Plan

Client

Name
Date
Goals

Plan

StepTreatmentTimingDowntimeEst. cost

Notes

Home-care and lifestyle advice
Contraindications or cautions
  • Client received a written copy
  • Client agreed to proceed with step 1
  • Estimate provided is not a quote

Sign-off

Practitioner name and credentials
Signature
Date and time
Next visit / review date

Template from zdrovia.ca/templates/aesthetic-treatment-plan-template/ · Adapt to your college's documentation standard before use.

Chart it once, find it every visit after

Zdrovia comes with starter chart templates for aesthetics, including a neurotoxin treatment record and a laser session record, and you can adapt any of them to match this one. Fill the chart on a tablet during the treatment, or let the AI Scribe complete it from what you say out loud. Products and lots dispensed from inventory land on the same patient record, and photos attach to the visit. Free for solo practitioners, with data stored in Canada.

See how Zdrovia is set up for med spas.

Frequently asked questions

Should a treatment plan include prices?

An estimate helps, provided it is clearly marked as one. Final pricing depends on what is done on the day.

How long should a plan cover?

Six to twelve months is common, reviewed at each visit.

This template is a documentation aid, not clinical guidance. It records decisions about dosing, depth, and settings; it doesn't make them. Documentation standards vary by province and profession, so adapt it to your regulatory college's requirements.