Checklist template

Wellness Center

A ready-to-use checklist with 88 items in 8 sections, covering Lobby & Brand Identity, Therapy Room Setup, Clinical Hygiene & Safety, Therapist Standards, Laundry & BOH, Guest Privacy & HIPAA and more. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 8 Sections
  • 88 Items
  • 72 Yes / No checks
  • 8 Scored ratings
  • 995 Points

Use this template How audits work

1. Lobby & Brand Identity 11 items

  1. Was the guest greeted with the branded script within 15 seconds? Yes / No 10 pts
  2. Is the franchise Member Wall or Special Offer board current? Yes / No 10 pts
  3. Are retail products (lotions/candles) clean and fully faced? Yes / No 5 pts
  4. Is the intake tablet/paperwork presented professionally? Yes / No 5 pts
  5. Is the ambient scent consistent with brand standards? Yes / No 5 pts
  6. Is the lobby furniture free of wear, stains, or dust? Yes / No 10 pts
  7. Are all storefront lights and signage fully illuminated? Yes / No 10 pts
  8. Is the Quiet Zone sign visible near the hallway entrance? Yes / No 15 pts
  9. Is the background music volume at the approved decibel level? Yes / No 5 pts
  10. Initial guest Zen impression: Rating
    • Exceptional/Branded 10 pts
    • Average 5 pts
    • Cluttered/Loud 0 pts
  11. Name of the Front Desk Associate: Short text

2. Therapy Room Setup 11 items

  1. Is the massage table dressed with crisp, stain-free linens? Yes / No 15 pts
  2. Is the room temperature between 72°F–76°F (22°C–24°C)? Yes / No 10 pts
  3. Are the bolster and face cradle sanitized before each session? Yes / No 20 pts
  4. Is the table warmer functional and set to a safe level? Yes / No 10 pts
  5. Are the floor and baseboards free of oil drips or dust? Yes / No 10 pts
  6. Is the dimmable lighting functioning without flickering? Yes / No 5 pts
  7. Is there a designated, clean area for guest belongings? Yes / No 5 pts
  8. Are hot towel cabis clean and water-trays emptied? Yes / No 15 pts
  9. Is the soundscape in the room free of hallway noise? Yes / No 10 pts
  10. Room ambience and readiness: Rating
    • Perfect 10 pts
    • Minor Prep Needed 5 pts
    • Unsanitary 0 pts
  11. Current Therapy Room Temp (°F or °C): Number

3. Clinical Hygiene & Safety 11 items

  1. Are therapists washing hands in front of the guest? Yes / No 25 pts
  2. Is the sink stocked with antiseptic soap and paper towels? Yes / No 20 pts
  3. Are all oils/creams stored in labeled, pump-style dispensers? Yes / No 10 pts
  4. Is the Sharps Container (if used for acupuncture) secure? Yes / No 20 pts
  5. Are fire exits clear and the floor free of trip hazards? Yes / No 25 pts
  6. Is the First Aid kit accessible and fully stocked? Yes / No 15 pts
  7. Are all cleaning chemicals stored in a locked cabinet? Yes / No 15 pts
  8. Is the SDS binder (Safety Data Sheets) available to staff? Yes / No 15 pts
  9. Are face cradle covers single-use and disposed of correctly? Yes / No 20 pts
  10. Overall sanitation level: Rating
    • Medical Grade 15 pts
    • Acceptable 10 pts
    • High Risk/Soiled 0 pts
  11. Date of last professional carpet/floor deep clean: Short text

4. Therapist Standards 11 items

  1. Did the therapist discuss goals/injuries before the session? Yes / No 20 pts
  2. Was the guest's privacy maintained during the drape/change? Yes / No 25 pts
  3. Was a Pressure Check performed in the first 5 minutes? Yes / No 15 pts
  4. Did the therapist maintain Professional Silence (no gossip)? Yes / No 10 pts
  5. Are therapists wearing approved, clean uniforms/shoes? Yes / No 10 pts
  6. Was the Post-Treatment hydration (water) offered? Yes / No 5 pts
  7. Did the therapist provide home-care/stretching advice? Yes / No 10 pts
  8. Was the transition between body parts seamless/draped? Yes / No 15 pts
  9. Are therapist certifications/licenses visible on-site? Yes / No 20 pts
  10. Staff product/service knowledge: Rating
    • Expert 10 pts
    • Adequate 5 pts
    • Poor 0 pts
  11. Detail any specific therapist performance notes: Comments

5. Laundry & BOH 11 items

  1. Are Clean and Dirty linens stored in separate zones? Yes / No 25 pts
  2. Is the dryer lint trap cleaned after every cycle? Yes / No 20 pts
  3. Are hot water temperatures at least 120°F (49°C)? Yes / No 15 pts
  4. Are detergents and bleach stored on secondary containment? Yes / No 10 pts
  5. Is the laundry room floor swept and free of lint? Yes / No 5 pts
  6. Are folding tables sanitized regularly? Yes / No 10 pts
  7. Is there an adequate supply of back-stock linens? Yes / No 10 pts
  8. Is the staff breakroom tidy and free of expired food? Yes / No 5 pts
  9. Are all electrical panels in the BOH unobstructed? Yes / No 15 pts
  10. Organization of the laundry flow: Rating
    • High Efficiency 10 pts
    • Minor Backlog 5 pts
    • Unorganized/Risk 0 pts
  11. Approximate number of clean sets available: Short text

6. Guest Privacy & HIPAA 11 items

  1. Are patient intake forms stored in a locked/digital file? Yes / No 25 pts
  2. Are shred bins used for all discarded guest info? Yes / No 25 pts
  3. Do computer screens at the front desk have privacy filters? Yes / No 15 pts
  4. Are therapist notes (SOAP) completed in private? Yes / No 20 pts
  5. Are phone calls regarding health history kept low-volume? Yes / No 15 pts
  6. Is the Notice of Privacy Practices available to guests? Yes / No 10 pts
  7. Are passwords for the booking system unique to each staff? Yes / No 15 pts
  8. Is the guest's identity verified with two identifiers? Yes / No 15 pts
  9. Are all guest files redacted if left on the counter? Yes / No 20 pts
  10. Privacy culture score: Rating
    • 100% Compliant 10 pts
    • Minor Exceptions 5 pts
  11. Detail any potential data security risks: Comments

7. Restrooms & Amenities 11 items

  1. Are restrooms cleaned and logged every hour? Yes / No 15 pts
  2. Are soap, paper towels, and toilet tissue fully stocked? Yes / No 15 pts
  3. Is the restroom floor dry and free of footprints? Yes / No 10 pts
  4. Are mirrors streak-free and the sink polished? Yes / No 5 pts
  5. Is the toilet flushing correctly with no leaks? Yes / No 10 pts
  6. Is the lighting soft but adequate for guest safety? Yes / No 10 pts
  7. Is the diaper changing station (if present) sanitized? Yes / No 5 pts
  8. Are guest amenities (combs/lotion) neatly displayed? Yes / No 5 pts
  9. Is the ventilation fan operational and quiet? Yes / No 5 pts
  10. Restroom air quality: Rating
    • Fresh/Neutral 5 pts
    • Neutral 2 pts
    • Odor Detected 0 pts
  11. Time of last restroom walkthrough: Short text

8. Checkout & Membership 11 items

  1. Was the guest asked if the pressure was to their liking? Yes / No 15 pts
  2. Did the associate explain the Membership Program value? Yes / No 15 pts
  3. Was the checkout process fast and error-free? Yes / No 10 pts
  4. Was a Follow-up or re-booking offered for 4-6 weeks? Yes / No 15 pts
  5. Is the Member Perks signage visible at checkout? Yes / No 5 pts
  6. Was the guest thanked and told to Have a peaceful day? Yes / No 5 pts
  7. Is the Gratuity policy explained or signed clearly? Yes / No 10 pts
  8. Are gift cards/promotional items displayed at the wrap? Yes / No 5 pts
  9. Was the guest asked for a digital review (Google/Yelp)? Yes / No 10 pts
  10. Overall guest satisfaction (observed): Rating
    • Delighted 10 pts
    • Satisfied 5 pts
    • Dissatisfied 0 pts
  11. Final audit summary and franchise compliance score: Comments

Brand standards

At every site, every time