This article explains how to set up in-place (face-to-face) services for clinic professionals. The aim of the article is to help both Clinic Managers/Admins and professionals.
Section 1 of this article is for Administrators/Clinic Managers - it shows how to set up your professionals for in-place sessions.
Section 2 is for the professionals themselves who are Team Members of your clinic's account and shows how to add in-place services to your individual offering.
Section 1 - For Clinic Managers/Administrators
How to set up in-place services for your professionals
In order for the professionals in your clinic to be able to offer in-place (face-to-face) sessions, there are a few quick and easy steps that you as the Clinic Manager/Administrator need to follow.
(i) Login to your Kara Connect account through this link.
- Click your name in the top-right of the screen, click Settings and then click Office Team.
- Click Groups and then Add +.
- Enter an easy-to-remember name for the group, such as "In-place professionals" and then click Add Group.
(ii) Click Active Members and then add the Team Members who are able to offer in-place sessions.
- Hover over the relevant Team Member and click Edit.
- Click in the field that appears under Groups and select the group which you just added in step (i).
- Click Save.
(iii) Go to Services and click Add +.
- Enter an easy-to-remember Title for the service, such as "In-place Consultation".
- Complete the following fields:
- Duration
- Price
- Statement Descriptor
- Groups: Choose the Group which you just created in step (i)
- Available: Choose "In-place"
- Click Save.
(iv) Please notify the relevant Team Members that they can now add the newly created service.
When notifying them, please send them this article and ask them to follow the steps in Section 2 below.
Please find all of the above steps from Section 1 explained in the video below!
Section 2 - For Professionals (Team Members of the clinic account)
(i) Login to your Kara Connect account through this link.
- Click your name in the top-right of the screen, click Settings and then Calendar and schedule.
- Scroll down to Booking configuration and click Edit.
- In the In-place session address field, enter the location in which you run in-person sessions with clients.
This will be the address which clients see in the session confirmation email they receive when they book an in-place session with you.
(ii) Go to your Wellbeing Hub availability at the bottom of the Calendar and schedule tab and click Edit.
- In the Service field, add the in-place service which your Clinic Manager/Administrator has set up for you.
If you're unsure of the service name, your Clinic Manager/Administrator should be able to clarify this for you.
- Click Save Settings.
(iii) Please note that this step is optional. We advise you to do it because it reduces the likelihood of any confusion regarding the location for in-person sessions.
- Go the Professional information section of your account.
- Scroll to the About me section and click Edit bio.
- In this section, it is advisable to include a sentence such as the following:
"Please note that in-place sessions take place at the following address: XXXX"
This will help to ensure that client's who book in-place sessions know exactly where to go for the time and date that they book your services.
Please find all of the above steps from Section 2 explained in the video below!