How to use your subscription to suit your needs

5 minutes to get started

5 Minutes to get ready to work online

Getting started is quick and easy.

1. Go to 'My account', fill in your details and click to save.

2. Go to 'Clients' and 'add new client' to create a new client record.

3. From here you are ready to add your first client session and notes!

Automated booking confirmations and reminders, no more email overload

1. Go to 'Clients', then 'add new client'. Fill out the information and save.

2. Go to 'Sessions', and 'add new session'. Complete the session information, then click save.

4. Your client will receive a booking confirmation and reminders 24hrs, and 2hrs before the session time.

Tip: set yourself up as a client and create a session to see the communication your client will receive.

Automaton

Profession practice

Use your booking link for new client discovery calls

1. Go to 'My account' and make sure 'show me in practitioner directory' is toggled on.

2. In 'My account' go to the 'booking pref' tab. Select your working hours and add service types then save.

2. Go to 'Directory', find your listing and copy the link to your page.

3. Add the link to your website, google business profile, and social media.