This checklist ensures your health and wellness business meets legal, operational, and customer-care standards.
Legal & Licensing
Business Registration – Register as an LLC, sole proprietorship, or corporation.
State/Federal Licenses – Check requirements for your field (e.g., massage therapy, nutrition, fitness training).
Health Department Permits – Required for food-based (meal prep, supplements), spas, or wellness studios.
HIPAA Compliance (if handling medical/patient data) – Ensure privacy protection. Insurance & Liability
General Liability Insurance – Covers accidents, injuries, or property damage.
Professional Liability (Malpractice) Insurance – Critical for coaches, therapists, and trainers.
Workers’ Comp – If you have employees. Facility & Safety
Zoning Compliance – Verify if your location allows wellness services.
Sanitation & Hygiene Protocols – Follow OSHA/state guidelines (especially for spas, salons, gyms).
ADA Compliance – Ensure accessibility for disabled clients. Staff & Credentials
Certified Professionals – Hire only licensed/certified staff (e.g., personal trainers, dietitians).
Background Checks – Required for roles involving close client contact (massage, therapy).
Training Manuals – Document safety, emergency, and customer service protocols. Client Management
Intake Forms – Health history, consent forms, and liability waivers.
Appointment Scheduling – Use software (e.g., Mindbody, Acuity) for bookings.
Privacy Policy – Disclose how client data is stored/used. Marketing & Compliance
Avoid Medical Claims – Don’t promise cures (FDA/FTC rules apply to supplements, wellness products).
Website Compliance – Include disclaimers (e.g., “Results may vary”).
Social Media Ethics – Don’t share client testimonials violating HIPAA. Financial & Operational
Merchant Services – Accept HSA/FSA payments if eligible.
Tax Deductions – Track expenses like equipment, certifications, and wellness retreats.
Subscription Models – Offer memberships or packages (e.g., yoga class bundles). Continuing Education
Stay Updated – Renew certifications and follow industry trends (e.g., new fitness or nutrition science).
Networking – Join associations (e.g., IDEA Health, IIN for coaches). Emergency Preparedness
First Aid Kits – Required in gyms, studios, or clinics.
CPR/AED Training – Essential for fitness trainers and wellness staff. Sustainability (Optional but Recommended)
Eco-Friendly Products – Use non-toxic cleaning supplies, organic linens, or biodegradable packaging.
Community Engagement – Host free wellness workshops to build trust. Bonus Tips
Software Tools: Use Mindbody (fitness studios), Practice Better (coaches/therapists), or Jane App (health clinics).
Local Partnerships: Collaborate with doctors, physiotherapists, or organic cafes for referrals.
