Essence Authority — Non-medical scent service planner Guide: https://essenceauthority.com/how-to-start-an-aromatherapy-consulting-practice/ Use a fresh copy for each service or appointment. Record the agreed practical task without collecting unnecessary personal information. BEFORE TAKING BOOKINGS - Service deliverable and limits: ____________________ - Price, cancellation and refund terms: ____________________ - Business and local requirements checked with appropriate help: ____________________ - Privacy notice and record handling: ____________________ - Referral contacts appropriate to the service: ____________________ APPOINTMENT - Agreed practical task: ____________________ - Room or exact product discussed: ____________________ - Scent likes, dislikes and fragrance-free preference: ____________________ - Other shared-space constraints without personal histories: ____________________ - Documents still needed: ____________________ - Summary promised and delivery date: ____________________ - Referral made without unnecessary health details: ____________________ - Who can access notes and retention/deletion date: ____________________ EXAMPLE Client wanted a treatment recommendation. Explain that it is outside the service, make no oil recommendation, and agree whether to stop or continue with a narrow room-planning task. LIMITS Do not collect medical histories or offer treatment, medication, pregnancy, child, veterinary or emergency advice. Urgent concerns should not wait for an appointment.