Free Spa Onboarding Checklist Form

Please follow this checklist to ensure all onboarding steps are completed for a smooth, seamless start at our spa.

Pre-Onboarding Paperwork

• Complete new hire/client information forms with personal details.

• Sign and submit confidentiality and consent agreements.

• Review and acknowledge spa policies and code of conduct.

• Provide emergency contact information.

• Submit any required identification or documentation.

Orientation & Facility Tour

• Meet and greet with key team members and spa managers.

• Tour the spa facilities, including treatment rooms and relaxation areas.

• Locate safety exits, restrooms, and employee/client lockers.

• Get introduced to any on-site wellness amenities.

• Review storage and organization protocols for personal and work items.

Policy & Safety Review

• Read and discuss health, hygiene, and sanitation standards.

• Review safety protocols for clients and staff.

• Go over incident and emergency response procedures.

• Understand equipment handling and maintenance policies.

• Confirm understanding of client service protocols and professionalism.

Service Training & Product Knowledge

• Attend training on spa treatment options and techniques.

• Review the list of products and their appropriate use.

• Familiarize with any in-house or exclusive product lines.

• Participate in hands-on training for treatments or therapies.

• Learn about recommended post-treatment care for clients.

• Complete any required skills assessments.

Technology & Administrative Setup

• Set up login information for scheduling and client management systems.

• Learn to navigate the client booking and check-in software.

• Review digital protocols for confidentiality and secure data handling.

• Practice using any digital tools for customer service.

• Confirm account setup for employee benefits and payroll, if applicable.

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