Keep every client file complete, current and easy to show: consent and records, organised
A records system for salons, spas, studios, barbers, technicians and trainers: consent templates with practitioner boxes, a patch-test log with next-due dates, refer-or-decline scripts and a monthly audit. Admin only: the clinical content stays with your training, insurer and manufacturer.
- 11 brand-ready consent templates by treatment family and 9 aftercare sheet templates, each with practitioner boxes
- A 16-sheet Consent and Records Workbook: consent register, patch-test log with next-due flags, visit checks and dashboards
- 43 client messages and 12 exact-word scripts, including eight for refer or decline
- A 7-sheet Records Audit Sampler, a 5-page treatment room print pack and a dated country rules sheet
The Treatment Consent and Aftercare System · Bodhih Pro Kits · 287 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do I keep consent and patch test records in a salon?
Use one versioned consent form per treatment family, signed before treatment; record every patch test with date, product, batch, area, practitioner, decision and next-due date; update screening each visit; log aftercare, photos and reactions; store securely and audit monthly. Bodhih Training's Treatment Consent and Aftercare System gives you the templates, logs and routine.
Want the full free guide first? Read How to Keep Client Consent and Patch Test Records in a Salon.
You already feel the problem. Here is what it is costing you.
The drawer nobody wants to open
Forms on three letterheads, some unsigned, patch tests in a notebook with no batch numbers. The treatments were careful; the paperwork cannot prove it.
Nobody knows who is due a re-test
Regulars come back every few weeks and nobody checks the date of their last test, or whether the product has changed since. There is no next-due column anywhere.
Declines that sound like rejection
A practitioner knows they should pause, but not what to say. The client hears 'you're not welcome' and does not come back, and nothing is logged.
The insurer asks for records
A renewal letter or a claim asks you to produce consultation, consent and patch-test records. You find out what you have when you need it most.
Picture the next few weeks with the kit open beside you.
Imagine the last Thursday of the month. You close the booking system at four, open the Records Audit Sampler, paste the month's client IDs and pull the ten files it picks. Each one has a signed form on the current version, a screening update, a patch test with its batch number and a decision, a treatment record and an aftercare code. It takes ten minutes, and you notice you are not holding your breath.
When you fill in the Treatment Catalogue on day one, setting each patch-test flag from your manufacturers' instructions, the rest of the system starts to work for you: the consent register checks versions, the patch-test log calculates next-due dates, and the visit checks show a Gap the moment something is missing.
Picture the hard moment at the chair, too. A client's answer means your training says pause. You already know the words, because you practised script R2 with a colleague, and the client leaves feeling looked after, with a note and a rebooked date.
Whether you start with your busiest treatment's consent form tonight or the patch-test log tomorrow morning, the first complete client file is less than an hour away.
20 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Treatment Consent and Aftercare System (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: consent and records map
The whole job on one page with the file for each step, your first hour, your first week, the 30/60/90-day plan and the 'Brand it in five minutes' box.
Consent and Records Workbook
16-sheet workbook: settings, practitioners, treatment catalogue with form set and patch-test flags, form version control, consent register with refresh and version checks, patch-test log with next-due flags, visit checks, refer-or-decline log, adverse reactions and complaints, staff training, records audit, month summary and three dashboards with charts. Sample rows marked SAMPLE.
Records Audit Sampler
7-sheet workbook: picks a fair monthly sample of client files by formula, scores each against ten record checks, shows which check fails most often and charts the average score by month against your pass mark.
Consultation and consent form template
A three-page general consultation and consent form with practitioner boxes for the screening questions, patch-test details, information given and aftercare that your training, insurer and manufacturer require. Adapt it per treatment family.
Patch-test record and treatment record forms
A patch-test record (date, product, batch, area, who applied it, the practitioner's recorded result and decision, next test due) with a multi-test log page, and a treatment record template with product, batch and practitioner-defined settings fields.
Photography consent and adverse reaction record forms
A photography consent form with a separate yes or no for every use and a withdrawal route, and a two-page adverse reaction and complaint record with insurer, manufacturer and local reporting dates.
Monthly records audit form
A two-page monthly records audit: 16 checks in nine areas, a sampled-file score table, a pass-mark result and one change for next month, signed off by the owner.
Consent and aftercare templates by treatment family
11 brand-ready consultation and consent form templates (one per treatment family), 9 aftercare sheet templates and 2 session follow-up notes for fitness and nutrition coaching, each with practitioner boxes for the content your training, insurer and manufacturer supply.
Client messages and refer-or-decline scripts
43 ready-to-send client messages in 7 groups (forms, patch tests, refer or decline, aftercare, reactions and complaints, records and photos, under-18s) and 12 conversation scripts with exact words.
Records and data protection procedure
A brand-ready one-page records and consent policy (ten commitments) plus the procedure: what you record and why, a retention schedule with placeholders for your insurer and local law, storage and access, client requests, data incidents, a consent-app checklist, the annual form review and a team sign-off sheet.
Worked example pack: a lash and brow studio builds its records routine
The kit's main forms and sheets completed for one composite case: Northlight Lash and Brow Studio in Manchester rebuilds its consent and patch-test routine and passes its own records audit, August to October 2026. Illustrative.
AI prompt pack for consent and records
26 tool-agnostic prompts in 6 groups (plain-language forms, consultation practice, patch tests and records, reactions and complaints, data protection, team and review), each with what to paste in and what to check, plus the human review rule.
Refer-or-decline admin decision card
12 admin moments with what to do, the words to use and the reason category to log, plus boxes for your own contacts. No medical rules.
Consent and records mistakes to avoid
20 common consent, patch-test, aftercare and records mistakes and what to do instead.
Numbers that matter: KPI card
13 numbers a records routine runs on, with plain-words definition, exact formula, where each lives in the workbook and what to do if it moves.
Consent and records rules by country (correct at October 2026)
Dated orientation sheet: cosmetic licensing schemes, age rules, health-data protection, record retention, e-signatures and fitness and nutrition registers by country.
Records and form review calendar
33 events: a 30-day set-up, weekly patch-test and open-case checks, monthly records hours, then form reviews, training refreshers, insurance renewal prep and the annual retention check over a year. Import into Google, Outlook or Apple Calendar.
Consent and records task board
36 set-up and operating tasks with list, owner, due day, priority and the kit file to use. Import into Trello, Asana, Notion, Planner or Jira.
Treatment room print pack
5 wall-ready pages: consultation and consent routine card, patch-test due reminder card, refer-or-decline script card, records filing routine poster and a 'when a client reports a reaction' card with blank local contacts.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + printable PDF + ICS + CSV
- Files
- 20 files plus a one-click ZIP
- E-book
- 61 pages
- Works with
- Excel, Google Sheets, LibreOffice, Word, Google Docs, Acrobat Reader, GoodNotes, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion
- Best for
- Salons, spas, barbershops, studios, independent technicians and trainers
- Scope
- Records and administration only; educational, not medical, legal or insurance advice
The Drawer Nobody Wants to Open
Why the records around a treatment matter, who the kit is for, the admin-only boundary and the eight-step method.
Why Consent and Records Matter
Informed consent in plain words, why insurers, complaints and regulation all turn on records, and how to define a complete client file.
Your Treatment Catalogue and Form Set
Group treatments into families, build one versioned consent template per family and fill every practitioner box from your own sources.
The Consultation as a Structured Conversation
Run the consultation as the same seven-step conversation every time, with recorded updates for returning clients.
Screening Records and Clients Under 18
Record that screening happened without holding health details, standardise questions across a team and write an age policy.
Patch-Test and Skin-Test Records
Log every patch test with date, product, batch, area, practitioner, decision and a next-due date, and book re-tests on time.
Refer or Decline: The Admin Route
Pause, signpost or decline kindly and consistently, with exact scripts, and log the reason category only.
Treatment Records, Photographs and Aftercare Sheets
Treatment records with products and batches, photography consent for every use, and aftercare sheets in your own sources' words.
When Something Goes Wrong
Support the client, record the facts and notify owner, insurer and manufacturer when a reaction or complaint comes in.
Storing, Keeping and Protecting Records
Collect less, store securely, limit access, keep records for a written period and choose consent apps with nine questions.
Keeping It Alive: Reviews, Training, Audits and AI
Form reviews, staff training, monthly audits with a fair sample, one change at a time, and the human review rule for AI.
The Monthly Records Hour
The monthly records hour, minute by minute.
Not just reading. Tools you will actually open again.
Start here
- 00-Start-Here-Consent-and-Records-Map.pdf: the whole job on one page, your first hour, first week, 30/60/90-day plan and 'Brand it in five minutes'
- The e-book (PDF): introduction, 10 chapters, conclusion and two appendices
Workbooks
- Consent-and-Records-Workbook.xlsx: 16 sheets including Settings, Practitioners, Treatment Catalogue, Form Versions, Consent Register, Patch-Test Log, Visit Checks, Refer or Decline Log, Adverse and Complaints, Staff Training, Records Audit, Month Summary and three dashboards
- Records-Audit-Sampler.xlsx: 7 sheets: fair monthly file sample by formula, ten-check scoring, which check fails most and a trend chart
Forms (fillable PDF)
- Consultation-and-Consent-Form-Template.pdf: three-page general consultation and consent form with practitioner boxes
- Patch-Test-and-Treatment-Record-Forms.pdf: patch-test record, multi-test log page and treatment record template
- Photo-Consent-and-Adverse-Reaction-Forms.pdf: photography consent per use and a two-page adverse reaction and complaint record
- Monthly-Records-Audit-Form.pdf: two-page monthly audit with sampled-file scores and one change
Word templates
- Consent-and-Aftercare-Templates-by-Treatment-Family.docx: 11 consent templates, 9 aftercare sheets and 2 session follow-up notes
- Client-Messages-and-Refer-or-Decline-Scripts.docx: 43 messages and 12 conversation scripts
- Records-and-Data-Protection-Procedure.docx: one-page records and consent policy, retention schedule, storage, requests, consent-app checklist and team sign-off
- Worked-Example-Lash-and-Brow-Studio.docx: the main files completed for one composite studio over three months
- AI-Prompt-Pack-for-Consent-and-Records.docx: 26 prompts with what to paste in, what to check and the human review rule
Cheat sheets
- Refer-or-Decline-Admin-Decision-Card.pdf: 12 admin moments with words and log categories
- Consent-and-Records-Mistakes-to-Avoid.pdf: 20 mistakes and what to do instead
- Numbers-That-Matter-KPI-Card.pdf: 13 numbers with exact formulas
- Consent-and-Records-Rules-by-Country-Oct-2026.pdf: dated notes on licensing schemes, age rules, data protection, retention and e-signatures
Print pack
- Treatment-Room-Print-Pack.pdf: 5 pages: consultation and consent routine card, patch-test cards, refer-or-decline script cards, records filing routine poster and a 'client reports a reaction' card
Calendar and import
- Records-and-Form-Review-Calendar.ics: 33 events over a year
- Consent-Records-Task-Board.csv: 36 tasks for Trello, Asana, Notion, Planner or Jira
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- You will be able to build a versioned consent form set by treatment family, with every practitioner box filled from your own sources
- You will be able to run the same structured consultation every visit and record screening without storing health details in spreadsheets
- You will be able to log every patch test with batch and decision and see who is due a re-test before they book
- You will be able to refer or decline kindly and consistently, with exact words, and log the reason category
- You will be able to handle a reported reaction calmly: signpost, record, notify
- You will be able to write a retention schedule and storage rules you have checked with your insurer and local law
- You will be able to audit a fair sample of files each month and choose one change
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Client Consultation and Contraindication Screening Assessment for Beauty, Salon and Spa Therapists
Take the assessment →AssessAll assessmentPersonal Data Judgment
Take the assessment →AssessAll assessmentAttention to Detail & Error Checking
Take the assessment →JobularyIf-then plans that make habits stick (Jobulary)
Make it a growth plan →A taste of Chapter 5
Many products used in beauty treatments, such as hair colours, lash adhesives, tints and some lamination and skin products, come with manufacturer instructions about patch or skin testing. Those instructions, your training and your insurer's conditions decide whether a test is needed, how it is applied, how and when it is read, and how often it is repeated. This kit decides none of that. What it does is make sure every test leaves a record with six things on it: the date, the product as named on the pack, the batch number, the area tested, who did it, and the practitioner's recorded result and decision. Plus one more, which is the one most notebooks miss: the date the next test is due.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Screening content | Downloaded lists of questions and contraindications | Practitioner boxes filled from your training, insurer and manufacturer |
| Patch tests | A notebook with dates | A log with batch, decision, next-due date and weekly flags |
| Versions | Unknown wording in use | Form Versions sheet with review dates and an Old version flag |
| Hard moments | Improvised | 12 exact-word scripts and a decision card |
| Data protection | Photos on personal phones | Procedure, retention schedule, photo consent per use |
| Checking it works | Hope | Monthly sampled audit, KPI card and a trend chart |
Made for you if…
- Salon, spa and barbershop owners and managers
- Self-employed and booth-renting stylists, barbers, nail and lash technicians
- Beauty therapists and aestheticians working within their training and insurance
- Personal trainers, yoga, Pilates and boutique studio owners who want a records routine
- Nutrition coaches who need consent, scope and records admin
- Managers preparing for an insurance renewal or a licensing change
Probably not for you if…
- Anyone looking for screening questions, contraindication lists, patch-test timings or aftercare instructions: those come from your training, insurer and manufacturer
- Medical clinics needing clinical records systems or medical consent processes
- Anyone wanting a legal opinion on their forms
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Open the drawer once, then never worry about it again
Start with one treatment family: fill its practitioner boxes, log its version and put its patch tests on the log. Whether you do that tonight or first thing Monday, you will have a complete client file to show before the week is out.
Personal licence for the buyer's own use (and use with your own team or clients where the kit says so). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
What buyers say
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Jobulary
Individual development plans that start from evidence and stay yours.
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Run this topic as a live workshop for your team, in person or online.
Pewple
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The Treatment Consent and Aftercare System: FAQs
Read the free guideAlready bought? Resend my linkDoes this kit tell me which screening questions to ask or what aftercare to give?
No, and that is deliberate. It is a records and administration system. Every template has practitioner boxes for the screening questions, patch-test instructions, risks and aftercare that your training, insurer, product manufacturer and professional body supply. The kit gives you the structure, the logs, the scripts and the routine around that content.
Is this medical or legal advice?
No. It is educational business and records content, not medical, dermatological, nutritional, exercise, legal or insurance advice. The templates are starting points, not legally valid documents on their own. Have your final wording reviewed by your insurer and, where you can, a qualified adviser, and check your local licensing authority and data protection law.
How do I keep patch test records in a salon?
Record six things for every test: the date, the product as named on the pack, the batch number, the area, who did it and the practitioner's recorded result and decision. Add the date the next test is due, from your manufacturer's instructions and insurer. The Patch-Test Log sheet calculates next-due dates and flags tests that are due soon or out of date.
Can I use this with my staff or team?
Yes, within your own business under the personal licence: your practitioners, front desk and managers can use the forms, logs, scripts and print pack every day. For company-wide, multi-site or franchise licences, contact solutions@bodhih.com.
Does it work in my country?
The method is universal: a versioned form set, a patch-test log, a refer-or-decline route, secure storage and a monthly audit. The dated country sheet covers the UK nations, the US, Canada, Australia, India, the UAE, Singapore, the EU and several African and Asian countries in general terms, correct at October 2026. Licensing, age rules, retention and data protection still need checking locally.
Which treatments does it cover?
There are 11 consent templates by treatment family: hair colour and chemical services, lash and brow, nails, waxing and threading, facials and skin, massage and spa body, laser, IPL and devices, semi-permanent make-up, spray tan, fitness and movement, and nutrition coaching. Fitness and nutrition get light templates; their full screening admin lives in Bodhih's personal trainer, studio and nutrition coach kits.
Do the spreadsheets hold client health information?
No. The workbook uses client IDs and records Yes or No for things like 'screening updated this visit' and a reason category for any refer or decline. Health answers stay on the signed form, stored securely as the records procedure explains.
Can I use a digital consent app instead of paper?
Yes. The forms work on paper or as content for a consent app, and the procedure includes a nine-question checklist for choosing one, including whether your insurer accepts its electronic signatures. The workbook tracks completeness whichever you use.
How can I measure my team's starting point?
AssessAll, a sister platform, offers the Client Consultation and Contraindication Screening Assessment for Beauty, Salon and Spa Therapists, the Personal Data Judgment assessment and the Attention to Detail and Error Checking assessment. They are separate products, useful before and after you introduce the routine.
How do I turn the routine into habits that stick?
Tie each step to a trigger with if-then plans: 'If a client sits in the chair, then I open their form first.' Jobulary's guide to implementation intentions at work explains the idea and how to write them, and the filing routine poster gives you a place to put them.
How much does The Treatment Consent and Aftercare System cost?
₹999 including 18% GST for buyers in India, or $29 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
