Checklist template

Seasonal promotion and gift card display for spas

A ready-to-use checklist with 105 items in 6 sections, covering Promotions, Gift cards, Signage, Staff knowledge, Packages, Results. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 105 Items
  • 86 Yes / No checks
  • 6 Scored ratings
  • 116 Points

Use this template How audits work

1. Promotions 16 items

  1. The seasonal promotion kit from head office was received complete, checked against its contents list Yes / No 1 pt
  2. The seasonal promotion was set up by the launch date in the marketing calendar Yes / No 1 pt
  3. Date the current seasonal promotion was set up Date
  4. Materials of the previous seasonal promotion have been removed from the reception, the retail area and the treatment rooms Yes / No 1 pt
  5. The featured seasonal treatment (for example a pumpkin enzyme facial or a peppermint pedicure) can be booked in the scheduling system under its promotional name Yes / No 1 pt
  6. The spa's online booking page lists the featured seasonal treatment Yes / No 1 pt
  7. The professional products needed to perform the featured seasonal treatment are in stock in the dispensary Yes / No 1 pt
  8. The seasonal retail feature table is set to the photo in the promotion guide Yes / No 1 pt
  9. Featured retail products are stocked to the minimum quantity stated in the promotion guide Yes / No 1 pt
  10. A tester of each featured seasonal product is out on the feature table Yes / No 1 pt
  11. Seasonal gift sets are displayed between waist and eye level in the retail area Yes / No 1 pt
  12. The promotional price of the featured treatment rings correctly in the point-of-sale system Yes / No 1 pt
  13. Seasonal decor in the reception is limited to the pieces supplied or approved by head office Yes / No 1 pt
  14. The seasonal add-on (for example a hot stone or paraffin enhancement) is offered on a card in each treatment room Yes / No 1 pt
  15. Units of featured seasonal retail product on display at the time of the visit Number
  16. Set-up of the seasonal promotion compared with the promotion guide Rating
    • Fully set to the guide 5 pts
    • Set with minor gaps 3 pts
    • Partly set or key elements missing 1 pt

2. Gift cards 19 items

  1. A gift card display stands on the reception desk where a guest checking out can reach it Yes / No 1 pt
  2. The reception display is filled with the current seasonal card design Yes / No 1 pt
  3. Card designs of past seasons have been removed from the display Yes / No 1 pt
  4. Gift card sleeves in the seasonal design are stocked at the desk Yes / No 1 pt
  5. Gift boxes or ribbon for presenting a gift card are on hand at the desk Yes / No 1 pt
  6. A sign at the display suggests gift amounts tied to treatments (for example the value of a 60-minute massage or a facial) Yes / No 1 pt
  7. The bonus card offer (a bonus card with a qualifying gift card purchase) is signed at the display Yes / No 1 pt
  8. Bonus cards have their validity dates printed on them Yes / No 1 pt
  9. A second gift card display is placed in the retail area or the relaxation lounge Yes / No 1 pt
  10. The sign for electronic gift cards carries a QR code that opens the purchase page when scanned Yes / No 1 pt
  11. A gift card message appears on the counter mat or the payment terminal screen Yes / No 1 pt
  12. The gift card display has no empty hooks or pockets Yes / No 1 pt
  13. Cards on display are free of bends, scratches and dust Yes / No 1 pt
  14. A gift card display faces the entrance or the window during the holiday, Valentine's Day and Mother's Day periods Yes / No 1 pt
  15. A wrapped sample gift card is displayed to show how the gift is presented Yes / No 1 pt
  16. Gift certificates for a named treatment can be printed on branded stationery at the desk Yes / No 1 pt
  17. A leaflet for corporate or bulk gift card orders is available at the reception desk Yes / No 1 pt
  18. Gift card designs on display Number
  19. Gift card display at the reception desk Rating
    • Full, current and prominent 5 pts
    • Present but incomplete or hard to see 3 pts
    • Missing or outdated 1 pt

3. Signage 18 items

  1. The window poster shows the current seasonal offer Yes / No 1 pt
  2. Window posters hang in their frames or holders, with no tape visible Yes / No 1 pt
  3. The sidewalk or mall-corridor sign, where the landlord allows one, carries the seasonal offer Yes / No 1 pt
  4. A counter sign for the seasonal offer stands in an acrylic holder at the reception desk Yes / No 1 pt
  5. Tent cards for the seasonal offer are placed in the relaxation lounge Yes / No 1 pt
  6. The seasonal mirror cling or frame is installed in the locker rooms per the promotion guide Yes / No 1 pt
  7. The reception screen plays the seasonal content loop Yes / No 1 pt
  8. Each sign with a time-limited offer shows the end date of the offer Yes / No 1 pt
  9. Offer terms on the signs are as printed by head office, with no handwritten changes Yes / No 1 pt
  10. No handwritten or locally printed promotional signs are on display Yes / No 1 pt
  11. Prices on 5 seasonal signs sampled match the point-of-sale system Yes / No 1 pt
  12. Signs are free of fading, curling and tears Yes / No 1 pt
  13. Shelf talkers are attached under each featured seasonal product Yes / No 1 pt
  14. Seasonal signs appear in both languages where local regulation or company policy requires it Yes / No 1 pt
  15. Seasonal signs do not hide retail products or the view of the reception desk from the entrance Yes / No 1 pt
  16. Spare signs from the kit are stored flat for replacement Yes / No 1 pt
  17. Signs from the promotion kit not installed Number
  18. Condition and placement of seasonal signage Rating
    • All signs placed per guide and in good condition 5 pts
    • A few signs missing, misplaced or worn 3 pts
    • Many signs missing or worn 1 pt

4. Staff knowledge 18 items

  1. Employees questioned during the visit Number
  2. A front desk employee asked could describe the featured seasonal treatment Yes / No 1 pt
  3. A front desk employee asked could state the promotional price without looking it up Yes / No 1 pt
  4. A front desk employee asked could state the end date of the promotion Yes / No 1 pt
  5. A front desk employee asked could explain the terms of the bonus card offer Yes / No 1 pt
  6. A front desk employee asked could name the products in the seasonal gift set Yes / No 1 pt
  7. A therapist or esthetician asked could describe the steps of the seasonal treatment Yes / No 1 pt
  8. Service providers have practiced the seasonal treatment protocol, as shown by the training sign-off sheet Yes / No 1 pt
  9. The seasonal treatment protocol card is available in the dispensary or the treatment rooms Yes / No 1 pt
  10. The promotion briefing sheet is posted in the staff room Yes / No 1 pt
  11. The promotion was covered in a team huddle, as shown by the huddle notes Yes / No 1 pt
  12. The front desk mentioned the seasonal offer on a booking call observed or placed during the visit Yes / No 1 pt
  13. The front desk offered a gift card at checkout in a transaction observed during the visit Yes / No 1 pt
  14. A service provider asked could name the seasonal retail product to recommend after the featured treatment Yes / No 1 pt
  15. A front desk employee asked could explain how to send an electronic gift card to a recipient by email Yes / No 1 pt
  16. An employee asked could state whether the seasonal offer combines with member pricing Yes / No 1 pt
  17. An employee asked could state their own sales goal for the promotion Yes / No 1 pt
  18. Staff knowledge of the current seasonal promotion Rating
    • Every employee asked answered correctly 5 pts
    • Some gaps 3 pts
    • Most employees could not answer 1 pt

5. Packages 17 items

  1. Seasonal packages offered at this location Number
  2. Seasonal packages (for example a Mother's Day or couples package) are listed on a printed insert in the service menu Yes / No 1 pt
  3. Each package lists the treatments included Yes / No 1 pt
  4. Each package states its total duration Yes / No 1 pt
  5. The package price is shown with the saving compared with the treatments bought separately Yes / No 1 pt
  6. Each seasonal package is set up as a single item in the point-of-sale system Yes / No 1 pt
  7. Seasonal packages can be booked online Yes / No 1 pt
  8. A sample booking of a seasonal package blocked the full duration on the schedule Yes / No 1 pt
  9. A side-by-side treatment room is available on the schedule for couples packages during the promotion Yes / No 1 pt
  10. Package extras served in the spa (for example sparkling drink or chocolates) are on hand Yes / No 1 pt
  11. Take-home items included in a package (for example a candle or a travel-size product) are set aside for package guests Yes / No 1 pt
  12. Day restrictions and blackout dates are printed on the package insert Yes / No 1 pt
  13. A photo or a display in the reception shows what the featured package includes Yes / No 1 pt
  14. The seasonal offer on a treatment series (for example six facials for the price of five) is displayed with its printed terms Yes / No 1 pt
  15. The seasonal membership sign-up offer is displayed at the reception desk Yes / No 1 pt
  16. Additional service providers or extended hours are scheduled for the peak days of the promotion Yes / No 1 pt
  17. Presentation of seasonal packages Rating
    • Clear, complete and bookable 5 pts
    • Offered but incomplete information 3 pts
    • Not presented or not bookable 1 pt

6. Results 17 items

  1. Gift card sales for the promotion to date (dollars) Number
  2. Gift card sales target for the promotion (dollars) Number
  3. Featured seasonal treatments performed to date Number
  4. Seasonal packages sold to date Number
  5. Retail sales of featured seasonal products to date (dollars) Number
  6. Sales results of the promotion are posted in the staff room Yes / No 1 pt
  7. Posted results were updated within the last 7 days Yes / No 1 pt
  8. The manager could state how results compare with the same promotion last year Yes / No 1 pt
  9. Featured products that sold out have been reordered Yes / No 1 pt
  10. A sold-out featured product is replaced on the table by the substitute named by head office Yes / No 1 pt
  11. Photos of the completed set-up were sent to head office by the deadline Yes / No 1 pt
  12. Guest comments about the seasonal treatment are recorded on the feedback log sent to head office Yes / No 1 pt
  13. The manager knows the end-of-promotion instructions for leftover seasonal stock (markdown or return) Yes / No 1 pt
  14. Corrective actions from the previous promotion visit have been completed Yes / No 1 pt
  15. Name of the spa manager Short text
  16. Overall execution of the seasonal promotion Rating
    • Strong 5 pts
    • Partial 3 pts
    • Weak 1 pt
  17. Corrective actions required Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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