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# How Do I Manage Patient Packages for Aesthetic Procedures?
- URL: https://blog.jestor.com/patient-packages-aesthetic-procedures/
- Published: 2026-10-13T21:13:57.000Z
- Updated: 2026-10-13T21:13:57.000Z
- Author: Bruno Bannach

To **manage patient packages for aesthetic procedures**, create a quote for each package with procedures, number of sessions and price, convert it into an active package when the patient accepts, and link every session, photo record and payment to it.

In **Jestor**, the commercial and operational sides of aesthetic packages live in the same place.

## Why are aesthetic packages complex to manage?

Aesthetic clinics sell combinations of procedures, often with installments, promotions and sessions spread over months.

When quotes, sessions and payments are tracked separately, errors and disputes become common.

## What problems does package management solve?

- Quotes lost before the patient decides
- Sessions not linked to the package sold
- Before-and-after photos stored on personal phones
- Installments not followed up
- No view of active packages by professional

## How do I manage aesthetic packages in Jestor?

1. **Create a quote** with procedures, sessions, price and validity.
2. **Follow up on open quotes** through **WhatsApp**, with a pipeline for the decision.
3. **Convert accepted quotes** into active packages.
4. **Link each session** to the package, with attachments for photo records.
5. **Track installments** and send receivables to the **ERP** through native integration.

| Stage          | Record                         | Owner              |
| -------------- | ------------------------------ | ------------------ |
| Quote          | Procedures, sessions, price    | Sales or reception |
| Active package | Sessions planned and remaining | Reception          |
| Session        | Date, professional, photos     | Professional       |
| Payment        | Installments and status        | Billing            |

## How should photo records be stored?

Before-and-after photos should stay attached to the session, not on staff phones.

Granular permissions limit who can view these files.

## Why use Jestor for aesthetic packages?

- **Quote to delivery**: the Sales Force with Quotes solution in the [Jestor templates](https://www.jestor.com/pt/templates/?ref=blog.jestor.com) covers pipeline and quotes.
- **Linked sessions**: every session updates the package balance.
- **Controlled files**: attachments protected by role-based permissions.
- **ERP connection**: **Omie** and **Conta Azul** receive receivables natively.

Packages can also be bundled into standard offers. When the clinic sells the same combinations often, saving them as products with fixed sessions and prices speeds up quotes and keeps pricing consistent across the whole sales team.

This structure lets you manage patient packages for aesthetic procedures from quote to last session.

## Frequently Asked Questions

### Can I follow up on quotes automatically?

Yes. Automations can create follow-up tasks or send approved WhatsApp templates.

### Is there a ready quotes model?

Yes. A sales and quotes template is available; see [jestor.com](https://www.jestor.com/?ref=blog.jestor.com).

### Who can see patient photos?

Only users with permission, configured by role, field and action.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**.

Discover Jestor at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.