Med Spa Daily Operations Checklist: Opening to Close

A med spa daily operations checklist covers five parts of the day: opening before the first patient, reception and check-in, resetting treatment rooms between patients, inventory and product, and closing. The 35 items below are written for a practice manager to hand to the team. Check them off as you go, mark anything that does not apply, and print the list for the day. Items that restate an OSHA rule cite it.

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Daily operations checklist

Practice name: ____________________

0 of 35 items done (0%)

Practice name (for the printout)

Review date

Opening, before the first patient

0/8

Done by whoever opens. Aim to finish before the first appointment time.

Turn off the alarm, open up, and walk the space: lights, heat or air, music, restrooms stocked.
Read the refrigerator thermometer or data logger and write the reading in the temperature log.
Compare it with the storage range on each product's label. If it is out of range, follow your written procedure and tell the clinical lead before anything is used.
Turn on and run the start-up check for each device scheduled today, following the manufacturer's instructions.
Check that every treatment room is set up for its first appointment: clean linens, supplies, protective eyewear for any light-based device.
Open the schedule and note today's first-time patients, long appointments and anything flagged by the team.
Confirm each first-time patient has intake forms and consents sent or completed.
Hold a five-minute team huddle: who is in, room assignments, gaps to fill, patients who need extra time.
Check overnight voicemails, web inquiries and messages, and assign each one to a person.

Reception and check-in

0/7

Greet each patient by name and confirm their identity and the service booked.
Confirm intake forms, medical history updates and the consent for today's treatment are complete before the patient goes back.
The provider reviews them; reception only confirms they are there.
Confirm the card on file or deposit, and that the patient saw your cancellation policy.
Keep patient information out of sight of other patients: screens angled away, no charts or schedules left on the counter.
Tell the provider when each patient arrives, and tell the patient if their provider is running late.
At checkout, take payment, book the next appointment if the patient wants one, and hand over or send aftercare instructions from the provider.
Return every call and message that came in today, or hand it to whoever covers tomorrow.

Treatment rooms, between patients

0/6

Clean and disinfect work surfaces after each procedure, and right away after any spill of blood or other potentially infectious material.
29 CFR 1910.1030(d)(4)(ii)(A)
Change protective coverings on equipment when they become contaminated.
29 CFR 1910.1030(d)(4)(ii)(B)
Put used sharps straight into the sharps container, keep it upright, and replace it before it overfills.
29 CFR 1910.1030(d)(4)(iii)(A)(2)
Change linens and the table cover for every patient.
Restock the room from the par list so the next provider does not have to leave mid-appointment.
Confirm the chart for the last patient is finished and signed before the next one starts, or note when it will be.

Inventory and product

0/6

Record units or syringes used today against each patient's chart, with product and lot number.
Count opened and unopened injectable product and compare it with what was charted.
Check expiration dates on product and supplies used today, and pull anything expired.
Note anything at or below its reorder point and add it to the order list.
Use the reorder point calculator to set the level for each item.
Label every secondary container, such as a spray bottle filled from a larger one, with its contents and hazards.
29 CFR 1910.1200(f)
Check retail shelves: restock, face products forward, remove damaged or expired stock.

Closing, end of day

0/8

Decontaminate work surfaces that may have been contaminated since they were last cleaned.
29 CFR 1910.1030(d)(4)(ii)(A)
Shut down each device following the manufacturer's instructions, and note any fault for service.
Read and log the refrigerator temperature again before you leave.
Balance the day: payments in the system against card batch and cash, and note any difference.
Check that every chart from today is complete and signed, and list any that are not with a name and a date.
Confirm tomorrow's appointments, and fill or offer any open slots to patients on the waitlist.
Start laundry or bag linens for pickup, empty trash, and take regulated waste to its storage area.
Log off every workstation, lock the medication and product storage, set the alarm and lock up.

Today's progress

0 of 35 items done. 35 still open.

Opening, before the first patient0/8
Reception and check-in0/7
Treatment rooms, between patients0/6
Inventory and product0/6
Closing, end of day0/8

Operations only, not clinical guidance. Progress is saved in the page address, not on a server. Bookmark it to come back.

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How to roll it out to your team

Name an owner for each section. Opening and closing usually belong to whoever has the keys that day; reception to the front desk lead; rooms to each provider.
Mark what does not apply. A practice with no lasers or no retail drops those items, and the percentage reflects only what is left.
Print it daily for the first month. A signed, dated sheet shows what was done and what was missed, and where the routine keeps breaking.
Review missed items weekly. An item that is skipped every day either needs a different owner or does not belong on the list.

Where the OSHA items come from

The bloodborne pathogens standard requires contaminated work surfaces to be decontaminated after procedures, right away after a spill, and at the end of the shift if they may have been contaminated since the last cleaning. It also requires sharps containers to be kept upright and replaced before they overfill. The hazard communication standard covers container labels. For the full set of OSHA items a medical office keeps, use the OSHA compliance checklist, and for stock levels the reorder point calculator.

Frequently asked questions

What should be on a med spa opening checklist?

Open up and walk the space, log the refrigerator temperature, run start-up checks on the devices booked today, set up each treatment room, review the schedule for first-time patients and long appointments, confirm intake forms and consents are out, hold a short team huddle, and assign overnight messages.

What should be on a med spa closing checklist?

Decontaminate surfaces, shut down devices and note faults, log the refrigerator temperature again, balance payments against the card batch and cash, list any unsigned charts, confirm tomorrow's appointments, handle linens, trash and regulated waste, then log off, lock product storage and set the alarm.

Does this checklist tell my providers how to treat patients?

No. It covers operations only: setup, reception, cleaning, inventory and closing. Clinical steps, storage temperatures and device settings come from your medical director, your written protocols and each manufacturer's instructions.

Which items are legal requirements?

The items with a citation restate federal OSHA rules: decontaminating work surfaces, changing protective coverings, sharps container handling (29 CFR 1910.1030) and labeling secondary chemical containers (29 CFR 1910.1200). The rest are operating habits, not legal requirements. Your state may add its own rules.

How do I use the checklist every day?

Print a blank copy for each day, or open the page, check items as they are done and print it at close. Progress is kept in the page address, so a bookmarked link reopens with the same items checked. Reset clears it for the next day.

Can I change the items?

Mark any item that does not fit your practice as not applicable, and it drops out of the count. For items specific to your practice, add them by hand to the printout.

Sources and scope

29 CFR 1910.1030: Bloodborne pathogens
Paragraph (d)(4): decontaminating work surfaces, protective coverings and sharps containers that are upright and not allowed to overfill.
29 CFR 1910.1200: Hazard communication
Paragraph (f): labels on workplace chemical containers.

An operations checklist, not clinical guidance or legal advice. Storage ranges, device checks and treatment steps come from manufacturers' instructions, your medical director and your written protocols. Cited items summarize federal OSHA rules; state rules may add more.

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