Beauty and personal care pack
Treatment records including health information are special category data under UK GDPR, so they need a lawful basis, a retention period and secure storage. Insurers also require a signed consultation and, for many treatments, a patch test recorded before the appointment.
Sector pack · 27 documents · 152 pages
The short answer
Treatment records including health information are special category data under UK GDPR, so they need a lawful basis, a retention period and secure storage. Insurers also require a signed consultation and, for many treatments, a patch test recorded before the appointment.
Who this pack is for
- Salons, clinics and mobile therapists
- Practitioners offering treatments requiring patch tests
- Businesses holding client health questionnaires
- Owners with self employed chair or room renters
- Anyone renewing treatment insurance
Not for you if: You offer regulated medical procedures requiring CQC registration, which needs a different documentation set.
What it solves
An insurer asks for consultation and patch test records after a claim.
Client health data is stored in a notebook with no retention period.
A chair renter dispute turns on terms that were never written down.
What the law requires
Health data is special category
Health information needs both a lawful basis and a special category condition, plus an appropriate policy document where relying on employment or health conditions. Retention must be defined rather than indefinite.
Source: ICO, special category data guidance
Consultation and consent
Written consultation, disclosed contraindications and recorded consent are the professional standard and an insurance condition for most treatment policies.
Source: Insurer policy conditions; industry standards
Patch testing
Manufacturer instructions and insurer terms commonly require an allergy alert test before colour and lash treatments, recorded with date and result.
Source: Manufacturer instructions; insurer requirements
What is in the pack
| ID | Document | Pages |
|---|---|---|
| BEA-01 | Client consultation and consent formICO; insurer conditions | 4 |
| BEA-02 | Patch test recordManufacturer instructions | 3 |
| BEA-03 | Infection control for treatmentsUKHSA; local authority guidance | 6 |
| BEA-04 | Treatment insurance and qualification registerInsurer conditions | 3 |
| BEA-05 | Client record retention under UK GDPRICO retention | 4 |
Includes the core twenty two: employment contract, staff handbook, disciplinary, grievance, absence, holiday, right to work, leaver, pay and pension, customer and employee privacy notices, retention schedule, data protection policy, subject access procedure, health and safety policy, risk assessment, fire risk assessment, accident book, terms of sale, late payment letters, expenses policy, year end checklist.
How updates work
Every document carries a version number and a reviewed date. On the first Tuesday of each month the pack is checked against its primary sources. If anything has changed you receive the updated file and one line explaining what moved and why. If nothing has changed you receive an email saying so.
April and the Budget are the months when most figures move.
Questions
Do I need a licence for my treatments?
Local authority special treatment licensing varies by council and by treatment. The pack includes a checklist rather than a licence.
How long should I keep client records?
Long enough for insurance and limitation purposes, typically several years. The retention schedule sets a defensible period per record type.
Does it cover chair and room rental?
Yes, with a rental agreement that avoids wording implying employment.
Is aesthetics covered?
Non surgical cosmetic treatments are moving toward a licensing scheme in England. The pack flags this and is updated as the scheme lands.
How is it delivered?
By email, as Word and PDF files, personalised with your business details.
Sources
Built from published UK primary sources only: ICO, special category data guidance, Insurer policy conditions; industry standards, Manufacturer instructions; insurer requirements. No secondary or aggregator sources are used.
Order the beauty and personal care pack, or ask about an association licence covering your whole membership.
Email support@kaeltripton.comThese documents are drafted from published UK primary sources and are a starting point you adapt to your own circumstances. They are not legal, tax or immigration advice, and documents you edit become your responsibility.