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Appointment Treatment Protocol Training

Ensure every treatment is delivered to the exact same standard, every time.

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Appointment Treatment Protocols

See how to assign and follow treatment protocols within appointments for clinical consistency.

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Training · 5 min
checklistStep-by-Step Protocol
TREATMENT PROTOCOL 1 Cleanse & prep skin (5 min) Micellar water · disposable pads 2 Apply topical anaesthetic (30 min) EMLA cream · cover with film 3 Perform treatment (45 min) Log units · batch number Aftercare & debrief (10 min) Book review · send aftercare PDF

Attach treatment protocols directly to appointment types so therapists see step-by-step instructions at the point of treatment delivery. Protocols can include written steps, images, video links, product lists, and safety reminders. Standardise quality across your whole team and every location.

How It Works
01
Create a protocol document in Training → Protocols
02
Attach the protocol to a specific service or appointment type
03
When a therapist opens that appointment type, the protocol appears automatically
04
Therapists can confirm each step is completed — a digital treatment checklist
Key Features
sync Protocol Attachment to Services
sync Step-By-Step Checklist
sync Image & Video Embedding
sync Product List Integration
sync Digital Completion Confirmation
sync Multi-Location Sync
sync Version Control
sync Manager Review
Pro Tips
lightbulb Build protocols collaboratively with your most experienced therapists to capture real expertise
lightbulb Include product-specific instructions and patch test requirements in each protocol
lightbulb Update protocols immediately whenever a product supplier changes their recommended method