Setup & configuration guides.

Start by choosing the type of service you are creating.

Standard service / treatment

Use this for the actual service or treatment you provide, such as Tattoo Removal, Carbon Facial, Laser Hair Removal, Microneedling or Hair Extensions.

Consultation

Use this when you want a dedicated consultation appointment that can qualify a customer for another treatment. For example, create Tattoo Removal Consultation and link your Tattoo Removal treatment to it.

This keeps the consultation and treatment as separate appointments while allowing Eselram to connect both parts of the customer journey.

Give the service a clear name and description. Set the duration to the calendar time that should be reserved whenever the service is booked, then enter the normal service price.

Public booking category

This groups related services together on the public booking page. For example, several treatments can use Tattoo Removal as their booking category. Leave it blank when the service should appear independently.

The Payment rule determines what happens financially when the service is booked.

• Pay at appointment - books without taking the service payment online.
• Full payment online - requires the full configured price online.
• Deposit online - takes the configured deposit and leaves the remaining balance due.
• No payment required - allows booking without creating a payment requirement.

Online payment options require your online payment provider to be correctly connected and configured in Eselram.

Published customer forms can be connected to individual services. For example, a treatment can have a Treatment Consultation & Consent Form attached to it.

Choose when the form should be sent using the options available for that form, such as after booking confirmation, after payment or manually. The correct form then follows the service rather than relying on staff to remember which form belongs to each appointment.

Staff-only clinical records, including treatment or patch-test records, are managed separately and are not treated as customer forms.

Turn on Requires consultation when a customer must complete a consultation before receiving the treatment. Eselram then allows you to select the consultation that qualifies the customer for that service.

For new services, a dedicated Consultation service provides the clearest structure. Eselram also retains support for older configurations where consultation duration, fee and payment behaviour were configured directly against a treatment.

The consultation does not need to use the same payment arrangement as the treatment. For example, the consultation can cost £30 online while the treatment is configured as Pay at appointment.

Where your configured workflow allows it, an eligible paid consultation can provide a consultation credit towards the customer's first qualifying treatment or package.

Eselram tracks the consultation used for the credit so the same qualifying credit is not simply applied repeatedly.

Turn on Requires patch test when a patch test must be completed before treatment. Consultation and patch-test requirements are separate settings, so a service can require both, consultation only, or neither.

This allows each treatment to follow its actual clinical workflow instead of forcing every service through the same process.

Choose Client can book treatment when the consultation must happen first, but an established customer can subsequently book the treatment themselves.

This suits treatments where an initial assessment is required but the practitioner does not need to choose the exact treatment option every time. Eselram checks the customer when they use an existing-client treatment pathway rather than allowing an unidentified new customer to bypass the consultation requirement.

Choose Practitioner manages treatment / package when you need to assess the customer before deciding exactly what treatment, size, course or package they should receive.

For example, a tattoo-removal customer may not know whether their tattoo should be classed as Tiny, Small, Medium, Large or XL. The practitioner can make that decision after assessment instead.

When configured this way, the customer cannot simply bypass the process and publicly book that practitioner-managed treatment as a normal unrestricted appointment.

Service is active controls whether a service is currently in use. If you stop offering a service, making it inactive lets you retain its historical records without continuing to offer it.

An active service is not automatically an unrestricted public booking. Eselram also considers its consultation and treatment-management configuration.

Packages allow several sessions to be sold and tracked together without charging each covered appointment again. Eselram can keep completed, booked and remaining sessions connected to the customer's treatment history.

Package variants

Variants are useful when one package has several versions, treatment sizes or prices. For example, Tattoo Removal - 6 Sessions could contain Tiny, Small, Medium, Large and XL variants.

Each variant can be connected to the appropriate service and have its own price and payment configuration. Variants are a package feature and are different from the Public booking category used to group services.

Packages work particularly well with practitioner-managed treatments because the customer does not need to choose a clinical or treatment category before assessment.

The package therefore becomes part of the practitioner's treatment decision rather than automatically being exposed for public purchase.

A standard single treatment can be configured to Send Google review request after completion, provided your Google review link has been configured in Settings → Notifications.

Packages and courses can use session-based review configuration so you can choose which completed package sessions trigger a request. For example, you might request a review after session 2 and again after the final session of a six-session course.

Use this where an initial assessment is required but you do not need to personally select every future treatment appointment.

The customer is not responsible for deciding which treatment category is clinically or operationally appropriate.