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Opening a Medical Spa Checklist

A getting-started list for opening a med spa, with the big reminder that rules and licenses matter a lot here.

Rules First

Check local requirements
Look up ownership, licensing, medical supervision, facility, and scope-of-practice rules where you operate.
Find the medical lead
Figure out if you need a medical director, supervising clinician, or other licensed provider.
Set paperwork habits early
Consent forms, treatment notes, privacy rules, incident notes, and record storage.

Business Setup

Write the simple business plan
Who you serve, what you offer, what it costs, and how much you need before opening.
Talk to insurance and legal pros
Professional liability, general liability, lease, employment, and client forms are worth reviewing properly.
Choose the space
Treatment rooms, storage, sanitation, accessibility, parking, signs, and inspection needs.

Operations

Pick services carefully
Only offer what your team is trained and allowed to do, with equipment you can maintain.
Hire and train staff
Roles, scripts, safety steps, service standards, cleaning routines, and client handoff.
Set up booking and payments
Scheduling, deposits, POS, intake forms, memberships, and cancellation rules.

Opening

Prepare marketing
Website, photos, service pages, local listings, email list, and claims that stay compliant.
Do a soft opening
Test the client flow before the grand opening: intake, treatment room, checkout, cleanup, follow-up.

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