Med Spa
Aurora Bay Med Spa · Med spa · Miami, FL
Cai Whitlow is client concierge at a small med spa and uses this to run today's treatments, watch membership credits and renewals, and know when retail and treatment supplies need reordering or are near their best-before date.
Use this templateBy status
AppointmentsInjectables consult - Castellano
Laser session - Halvorsen
Facial - Adekunle
Microneedling - Okoro
Chemical peel - Tanaka-Lowe
Facial - Ashgrove
Facial - Ashgrove (last)
Microneedling - Okoro (last)
Body contouring - Adekunle
Laser session - Halvorsen (first)
Facial - Marchand
Facial - Okoro
Tables
Appointments
14 sample rows · 11 columnsTreatments booked and completed, with the price and any membership credit used.
| Appointment | Client | Membership | Provider | When | Service | Price |
|---|---|---|---|---|---|---|
| Facial - Ashgrove | Philomena Ashgrove | Glow monthly - Ashgrove | Darius Obuya | Oct 18, 1:30 PM | $165 | |
| Microneedling - Okoro | Anneliese Okoro | — | Darius Obuya | Oct 18, 3:00 PM | $320 | |
| Injectables consult - Castellano | Ximena Castellano | — | Solveig Marchetti, RN | Oct 18, 7:00 PM | $0 | |
| Chemical peel - Tanaka-Lowe | Beatrix Tanaka-Lowe | Skin reset quarterly - Tanaka-Lowe | Darius Obuya | Oct 14, 2:00 PM | $210 | |
| Laser session - Halvorsen | Roderick Halvorsen | — | Solveig Marchetti, RN | Oct 16, 5:30 PM | $260 | |
| Facial - Adekunle | Temitope Adekunle | Body annual - Adekunle | Darius Obuya | Oct 23, 4:00 PM | $165 | |
| Facial - Ashgrove (last) | Philomena Ashgrove | Glow monthly - Ashgrove | Darius Obuya | Sep 18, 1:30 PM | $165 | |
| Microneedling - Okoro (last) | Anneliese Okoro | — | Darius Obuya | Sep 3, 3:00 PM | $320 | |
| Body contouring - Adekunle | Temitope Adekunle | Body annual - Adekunle | Solveig Marchetti, RN | Oct 4, 6:00 PM | $480 | |
| Laser session - Halvorsen (first) | Roderick Halvorsen | — | Solveig Marchetti, RN | Sep 20, 5:30 PM | $260 | |
| Facial - Marchand | Lucien Marchand | — | Darius Obuya | Jun 20, 2:00 PM | $165 | |
| Chemical peel - Tanaka-Lowe (last) | Beatrix Tanaka-Lowe | Skin reset quarterly - Tanaka-Lowe | Darius Obuya | Sep 13, 2:00 PM | $210 |
Clients
8 sample rows · 10 columnsEvery client, their membership and what they have spent.
| Client | Status | Phone | How they found us | Preferred provider | Book appointment | |
|---|---|---|---|---|---|---|
| Philomena Ashgrove | (305) 555-0141 | philomena.a@mailbox-demo.net | Solveig Marchetti, RN | — | ||
| Dominic Valcourt | (305) 555-0142 | dominic.v@mailbox-demo.net | Darius Obuya | — | ||
| Anneliese Okoro | (305) 555-0143 | anneliese.o@mailbox-demo.net | Darius Obuya | — | ||
| Beatrix Tanaka-Lowe | (305) 555-0144 | bea.tl@mailbox-demo.net | Solveig Marchetti, RN | — | ||
| Lucien Marchand | (305) 555-0145 | lucien.m@mailbox-demo.net | Darius Obuya | — | ||
| Ximena Castellano | (305) 555-0146 | ximena.c@mailbox-demo.net | Solveig Marchetti, RN | — | ||
| Roderick Halvorsen | (305) 555-0147 | rod.h@mailbox-demo.net | Darius Obuya | — | ||
| Temitope Adekunle | (305) 555-0148 | temi.a@mailbox-demo.net | Solveig Marchetti, RN | — |
Memberships
5 sample rows · 10 columnsMonthly and annual plans with credits used and renewal dates.
| Membership | Client | Plan | Monthly fee | Credits included | Renews | Status |
|---|---|---|---|---|---|---|
| Glow monthly - Ashgrove | Philomena Ashgrove | $149 | 4 | Oct 15, 2026 | Active | |
| Skin reset quarterly - Tanaka-Lowe | Beatrix Tanaka-Lowe | $89 | 3 | Nov 12, 2026 | Active | |
| Body annual - Adekunle | Temitope Adekunle | $199 | 6 | Oct 29, 2026 | Active | |
| Glow monthly - Marchand | Lucien Marchand | $149 | 4 | Aug 19, 2026 | Cancelled | |
| Skin reset quarterly - Valcourt | Dominic Valcourt | $89 | 3 | Oct 16, 2026 | Paused |
Inventory
8 sample rows · 7 columnsRetail and treatment supplies, with what needs reordering or is close to expiring.
| Product | Category | On hand | Reorder at | Best before | Supplier |
|---|---|---|---|---|---|
| Vitamin C serum, 30 ml | 18 | 8 | May 16, 2027 | Aurelian Beauty Supply | |
| Hydrating mask (box of 10) | 4 | 5 | Nov 12, 2026 | Aurelian Beauty Supply | |
| Peel solution, 15% | 3 | 2 | Nov 5, 2026 | Calder Clinical Wholesale | |
| Microneedling cartridges (box) | 6 | 4 | Nov 22, 2027 | Calder Clinical Wholesale | |
| Mineral SPF 50 | 22 | 10 | Aug 14, 2027 | Aurelian Beauty Supply | |
| Soothing balm | 9 | 6 | Nov 15, 2026 | Aurelian Beauty Supply | |
| Disposable headbands (case) | 2 | 3 | Sep 17, 2028 | Calder Clinical Wholesale | |
| Numbing cream | 7 | 4 | Oct 13, 2026 | Calder Clinical Wholesale |
Also included
- Mark completed
- In room
- Cancel membership
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