Aesthetic Procedure Package Contract Template

A procedure package is a sale that stretches over time: the patient pays, uses it over weeks or months, and along the way life happens. Without a written rule, every change turns into an argument. The package contract records what was sold, under what conditions and what happens if something changes.
The template below is commercial and generic. It includes no price, product name, technique or promise of results. The clinical side (indication, risks, consent) stays in the documents for each procedure. For the strategy of building and selling packages, read procedure packages in facial harmonization and staged treatment plan.
When to use this template
Whenever you sell more than one session or more than one procedure with an agreed payment: a session package, a staged plan, a package with touch-ups included, or a plan paid upfront for future use. Sign it before the first payment, give one copy to the patient and keep the other with the patient chart.
How to adapt it
- Describe the package by what it contains, not by the result it "should" deliver.
- Make clear that the clinical plan may change: the indication is reassessed at each session and may be altered by the professional, with an agreed adjustment.
- Define the validity and the consequence of expiry of the package, and say whether it can be extended.
- Write the cancellation and refund policy in plain language, with clear deadlines and percentages. See the cancellation and no-show policy template.
- Explain how the touch-up works: whether it is included, for how long and under what conditions. Read charging for touch-ups or not.
- Take care with installment payments: amount, method, due date and what happens when payment is late. To understand the cost of installments, see the installment and fee calculator.
- Have an attorney review it, especially the cancellation and refund clauses.
What can never be missing
| Item | Reason |
|---|---|
| Identification of the parties | Who is buying and who is providing |
| Description of what is included | Avoids the idea of "all inclusive" |
| Amount, method and deadline of payment | Financial clarity |
| Number of sessions and validity | Limits use over time |
| Rule for rescheduling, no-shows and cancellation | Predictability |
| Refund or credit, with criteria | Avoids conflict on exit |
| Clinical reassessment and plan change | The plan may change with health |
| No guarantee of results | Aligns expectations |
| Personal data | Compliance with the LGPD |
| Jurisdiction and signatures | Validity of the document |
Procedure package contract template
What if the patient wants to swap a procedure in the package?
Record the swap in writing, in the contract itself or in an addendum, with the new description and any difference in price. Reassess the clinical indication before accepting: the fact that the patient paid for something does not oblige the professional to perform a procedure that is no longer indicated. To present the plan in a way the patient understands, see a quote the patient understands.
Frequently asked questions
Do I need a contract to sell an aesthetic procedure package?
There is no way to state a general obligation, but it is strongly recommended to have in writing what was purchased, the price, the sessions, the validity and the cancellation rules. This avoids conflict and documents the information given to the patient. Ask an attorney to review the text for your case.
Can the patient back out of the package and ask for a refund?
It depends on the contract, on what has already been done and on how the sale took place. Brazil's Consumer Protection Code provides a right of withdrawal for contracts made away from the business premises (art. 49), and other rules may apply. Set the policy in writing and have an attorney validate it.
Does the package contract replace the informed consent form?
No. The contract covers the commercial agreement (what, how much, when and how). Informed consent covers the risks and the clinical decision for each procedure, and it is still required before each one.