Templates · Free template · Retail and home care
Skincare Product Recommendation Sheet Template
A printable take-home routine sheet listing morning and evening products, how to use them, what to introduce slowly, and when you will review progress.
A written routine gets followed
Clients forget a verbal recommendation by the time they reach the car. A sheet with the routine in order, and clear instructions for the active products, is more likely to be followed, and it makes reorders easier.
Introduce actives one at a time and say so. Record what you recommended, so that at the next visit you can compare what was done with how the skin responded.
Skincare Product Recommendation Sheet
Client
Morning routine
| Step | Product | How to use |
|---|---|---|
| Cleanse | ||
| Treat | ||
| Moisturize | ||
| SPF |
Evening routine
| Step | Product | How to use |
|---|---|---|
| Cleanse | ||
| Treat | ||
| Moisturize | ||
| Other |
Notes
Template from zdrovia.ca/templates/skincare-product-recommendation-form/ · Review with your medical director, regulatory college guidance, and insurer before use.
Send this form before the appointment instead of printing it
Zdrovia's form builder turns this template into a digital form your clients sign on their own phone. The signed copy files into their chart with the exact version they saw, and photo consent stays separate from treatment consent. It's free for solo practitioners, with data stored in Canada.
See how Zdrovia is set up for aestheticians.
Frequently asked questions
How many products should I recommend?
Fewer is better. Two or three that the client will actually use beat a full shelf.
Can retail sales be tracked?
Yes. Record recommended products and dispensed items on the client record.
Related
This template is a starting point for discussion with your team and advisors, not legal or medical advice. Requirements vary by province and profession. Have your medical director, your regulatory college's guidance, and your malpractice insurer confirm the wording before you use it with patients.