Here we will show you the specific settings you need to have in order for clients when filtering their search are enabled to find your services and profile.
Having accurate and comprehensive information in your profile is crucial to increase visibility to potential clients. This will help them easily find your skills and background, ultimately leading to better opportunities for both you and the clients to thrive.
There are a few simple configurations you need to set up in the system. In this article we will explain those related specifically to Filtering and Buckets.
To show your services higher in the search we recommend taking a look at setting up your availability and book-ability here.
Upon accessing their Wellbeing Hubs, users will encounter a diverse array of professionals including various specialties, skills, languages, and services. Users can either browse through the list to find the right professional or utilise the "Filters" feature for a more specific search.
Buckets Filter (What you are looking for)
Employees can select multiple buckets or categories among, Mental Health, Family and Relationships, Physical, Career, Finance and Legal.
To set this up accordingly and make sure your profile appears on the right category:
- Log into your Kara Connect Workstation Here.
- Click on the top right corner and go to Settings
- Select Professional Information and under Professional details click "Edit"
- Under Primary work Categories Select your categories (We recommend no more that 3 categories).
- Click Save
For more detail information on how to set up your Categories please click here.
Other Filters (Customise your Search)
Additionally to the Categories filtering, employees have access to customise their search, this include Job title, specialities, languages, location, session types (In Place or Online, Gender and more)
To ensure your profile has the correct information, please refer to this article for guidance on setting up all necessary configurations and ensuring the right setup is in place. Click here for detailed instructions.
If you want to learn about more settings such as services, client consent, and more, to have the perfect set up go here.