Eselram help centre
Setup & configuration guides.
Everything you need to access Eselram online, configure your business and build the right booking and treatment journeys for your services.
Getting started
Set up your hosted Eselram account.
Follow the complete setup journey from your welcome email to your first end-to-end customer booking. Open each step as you work through it.
Before you start
Have these ready so you can complete setup without stopping halfway through:
- Your Eselram welcome email and business admin link
- Access to the email address used for your account
- Your Stripe account if taking online payments
- Your business logo and contact details
- Your opening hours
- Your services, prices and durations
- Your Google review link, if used
1. Open your welcome email
Your welcome email contains the links for your hosted business account. Open your business admin link and keep your public booking link ready for testing.
Eselram manages the hosting. Your business setup takes place online in your browser.
2. Sign in to your business account
Paid subscription accounts: sign in through the business admin link in your welcome email, using the email address and password you chose when registering. Your account becomes available after payment is confirmed and setup is complete.
Invited complimentary accounts: follow the secure password setup link in your welcome email, set your password and then sign in. If the link has expired, contact Eselram support for a new setup link.
Use Forgot password if you need to reset an existing password. Check spam or junk folders if an expected email does not arrive.
3. Set up online payments if required
If you take online payments, connect the Stripe account belonging to your business using the payment settings available in Eselram and complete Stripe onboarding. Use your own business details and payout bank account.
This Stripe connection is for payments from your clients. It is separate from the Eselram subscription you pay to use the software. You can also record payments taken through another provider or at the appointment.
Check your service payment rules before taking online payments. Sandbox card details only work in a sandbox checkout; a live payment test involves a real charge. Ask support if you are unsure which payment environment you are using.
4. Work through your setup checklist
Open Setup in your admin app and work through the checklist. Use Configure or Review beside an item to open its settings, save your changes and return to Setup. Use Recheck to refresh the checklist.
Confirm your business and contact details, currency, time zone, opening hours, services and payment rules. Complete items marked as required; optional integrations can be configured later. This is a checklist you can revisit, rather than a one-time installation wizard. Customers do not need their own Cloudflare account or software installation.
Your screens may vary slightly as Eselram is updated.
5. Check customer communications
Review your business email and Settings → Notifications. Eselram provides managed sending for automated client messages. Save the business contact/reply-to address where you want customer replies to arrive; this can be a Gmail, Outlook or business-domain address. Your reply-to address is separate from the automated sender.
You do not need to connect Gmail or create a Resend account simply to use the managed sending provided with your hosted account. If you choose an available custom sending option, follow its separate configuration instructions.
Check which booking confirmations, reminders, aftercare and review messages are enabled. Send a test message where available, then make a test booking and confirm the expected messages arrive. Contact Eselram support if delivery needs attention.
6. Check photo and file uploads
If you use customer photos or treatment files, check that uploads are available in your hosted account. Upload a test file to a test customer record and confirm that you can view it again.
Photo and file storage is managed as part of the hosted service. Contact Eselram support if uploads are unavailable or need attention.
7. Add your services and payment rules
Go to Services and add each treatment or service your business offers. Configure the service name, duration, price and payment behaviour. For treatment workflows, also decide whether the service requires a consultation, patch test or customer form, and what should happen after consultation.
Use Pay online where you want Eselram to collect through Stripe, or choose the appropriate pay-at-appointment/manual rule where payment is taken another way.
8. Configure clinical templates and forms
Open Clinical Templates to review Eselram's supplied templates or create your own. A template only becomes part of the customer journey after you configure it, publish it and associate it with the relevant service.
Build the form
Add the fields you need, choose the correct field type and mark genuinely essential answers as required. Help text or placeholder text gives guidance - it is not saved as the customer's answer.
Conditional questions
Use Show conditionally where a question should appear only after a particular previous answer. This keeps forms shorter and avoids irrelevant questions.
Publish
Preview the form, then publish the version you want to use. Return to the relevant service and select the customer form and when it should be sent.
9. Add your business branding
Open Settings → Branding and upload your business logo. Review the customer-facing branding options and preview the result. Use the business name and contact details you want customers to see.
10. Create packages and courses, if used
If you sell several sessions together, create a package or course and set its service, number of sessions, price and any variants. Eselram can then keep completed, booked and remaining sessions connected to the customer rather than treating each appointment as an unrelated purchase.
Where appropriate, configure the particular package sessions after which a Google review request should be sent.
11. Configure Google reviews and aftercare, if used
Add your business's direct Google review link and enable review requests only for the services or package sessions where you want them. Configure aftercare and other customer communications to match the treatments you provide. If no review link is saved, automatic review requests can be skipped.
12. Review your Eselram subscription
Open Settings → Subscription & billing to review your Eselram plan, status and renewal information. For paid accounts, use the available billing controls to update your payment method, view invoices or request cancellation at the end of the paid billing period.
If a renewal payment fails, follow the message and deadline shown in the app. Full access continues during the displayed payment grace period; unresolved payment can then make the app read-only and stop online bookings and changes. Existing records remain available. Resolve the outstanding payment through the billing controls to restore access once payment is confirmed.
Complimentary accounts may show different billing controls. Contact Eselram support if you need help. These settings manage your Eselram subscription, not the Stripe account connected to collect treatment payments from clients.
13. Connect Google Analytics, if wanted
Google Analytics is optional. If you want to use it, open the Google Analytics integration in Settings, connect your Google account and follow the available property and web-stream setup steps. Confirm the privacy acknowledgement and finish setup.
You can leave this integration unconnected while setting up your business. Eselram also provides its own booking analytics; Google Analytics is not required to take bookings.
14. Check Setup Health
Return to Setup and select Recheck. Review the readiness summary and complete remaining required checklist items. Optional features such as packages, review requests, aftercare and Google Analytics are only needed when they form part of your chosen workflow.
The checklist is a configuration check, not proof that every customer journey has been tested. Verify email delivery, public availability, service prices, forms and payment rules yourself. If you accept online payments, verify that your Stripe connection is ready and that your payment test uses the correct environment; do not enter sandbox card details into a live checkout.
15. Make a complete test booking
Before sharing your booking link, act as one of your own customers and test the entire journey:
Public booking page → service → appointment → customer details → payment if required → confirmation email → consultation/form → customer profile → appointment → treatment/package record → completion → aftercare/review communication.
Then sign into the admin area and confirm the booking, payment, forms, customer information and package/treatment information have all reached the correct places.
You're ready.
Once your complete test journey works as expected, start sharing your Eselram booking link with customers. Set up your business once, then let Eselram keep the customer journey connected.
Service configuration
Service Setup Guide
Eselram Services control much more than what appears on your booking page. Each service defines how an appointment works from booking through consultation, payment, forms, treatment and follow-up.
1. Creating a service
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.
2. Service details and public booking category
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.
3. Choose how customers pay
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.
4. Customer forms
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.
5. Requires consultation
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.
Tattoo Removal
Requires consultation: Yes
Required consultation: Tattoo Removal Consultation
Use a dedicated Consultation service and link it to the treatment that requires it.
6. Consultation payment and credit
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.
Treatment price: £120
Eligible consultation credit: £30
Remaining treatment amount: £90
Eselram tracks the consultation used for the credit so the same qualifying credit is not simply applied repeatedly.
7. Requires patch test
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.
8. After consultation - client can book treatment
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.
9. Practitioner manages treatment / package
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.
10. Service is active and available for booking
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.
Consultation-first: Active + Requires consultation + Client can book treatment enforces the consultation while supporting the established-client journey.
Practitioner-managed: Active + Requires consultation + Practitioner manages treatment/package keeps the treatment active while the practitioner controls the treatment or package selection.
11. Packages, courses and variants
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.
12. Packages with practitioner-managed treatments
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.
13. Google review requests
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.
14. Example - simple service
Service type: Standard service
Duration: 60 minutes
Price: £45
Payment: Pay at appointment
Requires consultation: No
Requires patch test: No
Service active: Yes
15. Example - consultation followed by customer booking
Requires consultation: Yes
Required consultation: Carbon Facial Consultation
After consultation: Client can book treatment
Use this where an initial assessment is required but you do not need to personally select every future treatment appointment.
16. Example - practitioner-managed treatment
Requires consultation: Yes
Requires patch test: Yes
Required consultation: Tattoo Removal Consultation
After consultation: Practitioner manages treatment / package
Package: Tattoo Removal - 6 Sessions
Variants: Tiny | Small | Medium | Large | XL
The customer is not responsible for deciding which treatment category is clinically or operationally appropriate.
Choosing the right setup
Can the customer choose and book the service themselves?
Use a normal standard-service booking flow.
Do they need an assessment first, but can book their own treatment afterwards?
Use Requires consultation → Client can book treatment.
Do you need to assess them and decide the exact treatment, size, course or package?
Use Requires consultation → Practitioner manages treatment / package.
This distinction allows Eselram to support both straightforward appointment-based businesses and controlled consultation-led treatment journeys without forcing every service through the same booking process.