Part of the Medical industry →
Med-Spa Operating System
Stop running the front of house on sticky notes. Bookings, clients, retail, revenue, and marketing in one workbook.
Digital download: a ZIP with the workbook and guide. Buy direct and the download link arrives by email right after checkout. Also available on Etsy if you prefer to shop there. Buy once, yours forever.
Where this fits
Level 2 of 3: Run the operation
Connected operating systems for the work that repeats every week: estimating, pipeline, bookings, deadlines, follow-up. Tabs share data and formulas carry the numbers from estimate to invoice to dashboard. Enter it once and stop retyping the same figures into five different sheets.
Shown for the stack. The levels are the same in every industry.
Run the operation
$49 to $119
Put AI to work
$99 to $199
What comes next: Level 3 (Put AI to work) for this industry is in development. Join the launch notes and we will tell you when it lands.
Beyond the levels: Own the whole stack — Every level for your industry, one purchase, about 25% off. In development now; we bundle the stack once the levels beneath it are real.
What’s included
Everything in the file set.
- Appointment & Booking TrackerEvery appointment in one list with dropdowns throughout, plus a summary block: this week’s booked revenue, average ticket, completed bookings, and no-show rate.
- Client CRMOne row per client with automatic visit count and total service spending, last-visit and suggested rebook dates with overdue highlighting, and service and product preferences. No medical fields of any kind.
- Retail Inventory TrackerEvery product on the shelf with margin percent as a formula, stock on hand, reorder points, and automatic reorder flags when stock runs low.
- Revenue DashboardPer-service economics pulled automatically from the Booking Tracker: completed bookings, average ticket, revenue per service, plus a monthly service-vs-retail rollup and bar chart.
- Membership & Marketing TrackerMembership plans with active-member MRR as formulas, plus marketing campaigns with spend, new clients, and cost per acquisition on every row.
- Quick-start guide (PDF)The 15-minute setup, step by step, with realistic sample data already loaded.
Who it’s for
Built for a specific desk.
- Med-spa owners and front-desk managers
- Practices that want rebooking dates and reorder flags handled by formulas, not memory
- Operators who need to see service vs. retail revenue clearly each month
Requirements
| You need | Microsoft Excel (desktop or web) or a free Google Sheets account |
|---|---|
| No add-ons, no subscriptions, no special software | |
| Nonclinical operations only: scheduling, client contact records, retail, revenue, memberships, marketing |
A note from Procedura. Published by Procedura. This bundle covers nonclinical operations only, by design: no medical history, treatment notes, consent fields, protocols, dosages, or compliance guidance of any kind. Keep clinical records in your clinical system.
Questions
Asked before you asked.
Still unsure? Write to hello@procedura.systems. We answer setup questions about every product.
Elsewhere in the stack. Start smaller with the Med-Spa Starter 3-Pack: intake log, booking sheet, and retail receipt for $29.
No. It is a digital download: a ZIP with the Excel workbook and a PDF quick-start guide. Nothing will be mailed.
Because this is an instantly downloadable file, all sales are final. If your download is corrupted or a file is missing, email hello@procedura.systems and we will make it right.
Both. Open the .xlsx directly in Excel, or use File > Import in Google Sheets. Dropdowns, formulas, conditional formatting, and the revenue chart carry over.
Yes. It is your file: edit the service list and prices, set your own reorder points and membership fees, rename campaigns and channels. The guide explains which cells are settings and which are formulas.
No, deliberately. This bundle covers nonclinical operations only. It holds no clinical fields and gives no clinical guidance.
If you can type into a cell and pick from a dropdown, you can run this. The guide walks the 15-minute setup step by step.
The launch notes
Occasional, plain-spoken email.
New products, new playbooks, and practical notes on running a professional practice. No spam, no funnels, no daily drip. Unsubscribe anytime.