Mobile and Home Visit Treatment Policy

Rules and checklists for therapists providing beauty, wellness or aesthetic treatments in clients’ homes or other venues – booking checks, personal safety and lone working, hygiene and waste, licensing and insurance, payment and cancellations – with a visit log.

Editable Word document
8
10pages
Guidance notes included
aml consultancy solutions

Beauty, wellness & clinics

Mobile and Home Visit Treatment Policy

About this document

What it’s for

Mobile treatments bring extra risks: working alone in an unfamiliar home, keeping equipment and products clean and safe in transit, disposing of waste properly, and making sure you are licensed and insured for treatments away from a salon. This policy sets out safe working practices for therapists and the terms clients agree to, and gives you a pre-visit risk check and a visit log.

When to use it

  • If you or your staff offer treatments at clients’ homes, hotels, offices, events or weddings
  • When taking on mobile staff or self-employed mobile therapists
  • Share Part 3 with clients when they book

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • Part 1 – Policy for therapists (booking, personal safety and lone working, consultation and consent, hygiene, waste, insurance and licensing, accidents and complaints)
  • Part 2 – Pre-visit risk check (new client or new location)
  • Part 3 – Client terms for home visits (to send at booking)
  • Part 4 – Mobile visit log

How to complete it

  • Fill in your check-in arrangements, treatments offered and travel charges
  • Use the pre-visit checklist in Part 2 for each new client or location
  • Record visits in the log in Part 4

Key points to check

  • Check with your local council whether your treatments need a special treatment licence or registration, and whether it covers mobile work
  • Make sure your insurance covers treatments away from your main premises and the use of your vehicle for business

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Beauty, wellness & clinics

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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