Parties
Identify the legal name of the spa and the client, plus business addresses and a contact person. For businesses, use the registered entity name to avoid ambiguity.
A written agreement reduces disputes, clarifies safety and hygiene responsibilities, documents client health disclosures, and sets payment and cancellation rules. It protects the business and helps clients understand risks and expected outcomes before treatments begin.
Spa owners and managers use these agreements to standardize client intake, manage liability, and document consent before treatments.
Independent practitioners and corporate wellness programs also rely on agreements to define scope, collect health disclosures, and establish payment and cancellation practices.
The spa owner or authorized manager signs to bind the business. Their signature confirms service offerings, pricing, insurance coverage, and operational obligations on behalf of the establishment.
The client signs to confirm informed consent, disclose relevant health conditions, accept pricing and cancellation terms, and permit treatments. For minors, a parent or legal guardian must sign as required by state law.
Identify the legal name of the spa and the client, plus business addresses and a contact person. For businesses, use the registered entity name to avoid ambiguity.
Describe treatments, session lengths, product usage, and any limitations or exclusions. Attach a service menu or statement of work as an exhibit when needed.
State prices, taxes, deposits, accepted payment methods, timing of payments, late fees, and whether recurring billing or memberships apply.
Detail notice requirements, deposit forfeiture, rescheduling windows, and refund eligibility to reduce disputes and no-shows.
Allocate responsibility for injury, adverse reactions, and property loss. Specify required insurance and any limits of liability or indemnity obligations.
Require clients to disclose relevant medical conditions or allergies. Describe how health information is stored and whether HIPAA-level protections apply.
| Field | Configuration | Field Name | Setting |
|---|---|
| Signer Authentication | Email link with optional SMS code for verification |
| Conditional Sections | Reveal medical-consent fields only if client indicates medical condition |
| Payment Collection | Enable secure card capture or invoice before final signature |
| Template Management | Save as reusable template for recurring packages or memberships |
Choose a platform that supports required file formats, signer authentication, and integrations with your booking or POS system.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day trial, no credit card | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Optica standardized client forms and reduced turnaround time with digital agreements.
A medical practice digitized consent and intake forms to maintain continuity across sites.