Map the records your studio needs
List the checks, logs and retention periods required for your location and services. Have the procedure reviewed by a qualified local adviser before configuring your recordkeeping workflow.
Assign an owner to each check
A dated checklist is useful only if someone performs the check and records the result. Decide who follows up an incomplete entry and how exceptions are handled.
Connect intake and traceability
Keep consent, session details and relevant product information retrievable. Test a sample record from intake through the completed session so staff know where to find it.
Software does not certify compliance
No checklist guarantees a passed inspection, safe procedure or legal protection. Verify equipment, infection-control and consent requirements with the appropriate authorities.
Choose the right setup
Start with the workflow your studio needs and check the current plan details before switching. Free covers basic local tools; online services and connected workflows depend on the selected plan and setup. Trial one complete client journey before moving your live records.