Setting Up Your Provider Account

Setting Up Your Provider Account

Creating Your Directory Account and Setting Up Services


Objective

This SOP outlines the steps to create an account in the directory, set up your profile, and manage your services effectively.

Key Steps

1. Create Your Account 0:00

  • Check your email for an invitation to join the directory.

  • Click on the 'Create Your Account' link.

  • Follow the prompts to create a password and log into the system.

 

2. Set Up Your Profile 0:13

  • Navigate to the 'Settings' section on your dashboard.

  • Upload your profile picture and cover photo.

  • Create a video introduction of yourself and publish it on YouTube.

  • Link your YouTube video in your profile for prospective clients.

 

3. Add FAQs and Free Giveaways 0:45

  • Go to the 'FAQ' section in your profile.

  • Upload any free giveaways, PDF files, or images that showcase your services.

  • Add as many FAQs as needed to inform clients about your offerings.

 

4. Set Up Calendar Integration 1:03

  • We currently only integrate with Cal.com

  • Visit cal.com and create a free account.

  • In your cal.com account, go to 'Settings' and then 'API Keys'.

  • Create a new API key and set it to never expire.

  • Copy the API key and store it safely.

 

5. Link Your Services 2:18

  • Return to your directory profile and navigate to 'Services'.

  • Ensure that your API is pulling the correct meeting types from cal.com.

  • Delete any meeting types you do not want to display.

  • Click 'Add a Service' to create new services, entering pricing and availability.

 

6. Set Up Payment Information 3:11

  • Go to 'Payment History' in your profile.

  • Manage your payout history and register your bank information.

  • Note that payments are processed through Stripe for security.

 

7. Engage with Clients 4:07

  • Check the 'Messages' tab for client inquiries.

  • Respond to messages and negotiate terms as needed.

  • Clients can book sessions directly through your calendar link.

Cautionary Notes

  • Ensure your API key is stored securely and not shared with unauthorized individuals.

  • Regularly check your payment settings to ensure they are up to date.

Tips for Efficiency

  • Keep your profile updated with current information and services.

  • Use templates for common FAQs to save time.

  • Regularly review your calendar availability to avoid double bookings.