🧘 Practitioner Getting Started Guide

Welcome, healer. We are honored to support your practice. This guide will walk you through the essential steps to center your business on our platform and begin connecting with your community.

1. 🌿 Set Up Your Sanctuary

Your organisation profile is your digital storefront. Ensure it reflects your unique energy and expertise.

• Complete your Profile: Add a soulful bio, your modalities, and a profile image that resonates.
• Set Travel Service Range: If you travel to clients, define your Service Range to show your serviceable area on the map.
• Brand your Space: Upload your logo and set your colours in the Brand Settings.
• Showcase your Work: Populate your Galleries with images of your space or previous sessions (read the Galleries & Asset Library guide).
• Design Intake & Client Forms: Create custom intake forms in the Forms Dashboard (read the Forms Guide).

2. 🗓️ Master Your Schedule

Center your time and energy with our intuitive scheduling tools.

• Create Session Types: Define the rituals you offer, their duration, and investment in Session Types.
• Sync your Calendar: Connect your Google Calendar to avoid overlaps and manage your presence effortlessly.
• Set Availability: Define when you are open to receiving clients in your Calendar Settings.

3. 🔒 Secure your Communications

Protect the sacred space of your client interactions.

• Enroll in E2EE: Navigate to Security Settings to create your Security PIN and save your Recovery Phrase.
• Secure Notes: Use the secure editor to write private session notes that only you can access.
• File Privacy: Share and receive sensitive documents with total confidence through our encrypted file portal.

4. 🌿 Share Courses & Cohorts

Turn your teachings into guided programmes and live group intakes.

• Build a Course: Create self-paced journeys, audio playlists, or single digital assets in Courses (read the Courses, Cohorts & Digital Library guide).
• Run a Live Cohort: Schedule a live intake of a course with dates, live meetings, group chat, and homework in Cohorts & Live Meetings.
• Manage Access: Review enrolments, grant complimentary access, and extend expiry dates in Purchases & Enrolments.

5. 📊 Run Your Practice

Keep the day-to-day running smoothly.

• Manage Bookings: Review, reschedule, complete, and cancel sessions in Bookings (read the Managing Bookings guide).
• Manage Clients: Use the Clients directory and client profiles for notes, packages, courses, forms, and email sequences.
• Get Paid: Connect Stripe, review transactions, and manage coupons and payment plans in Payments, Coupons & Packages.
• Track Growth: Review Page Analytics and Income Analytics.
• Grow Your Team: Invite practitioners and virtual assistants in Team (read Team, Practitioners & Roles).
• Find Anything Fast: Press ⌘K (or Ctrl+K on Windows) to search settings, clients, posts, services, memberships, courses, packages, forms, and coupons.

6. ✨ Invite your Community

Bring your existing clients into your new digital sanctuary.

• Import Subscribers: Bulk-upload your mailing list in Subscriptions.
• Share your Link: Post your public landing page URL or your Booking Widget on your social media.
• Welcome Newsletters: Send your first broadcast in Posts to announce your new space.