Counselling Detailed Signup & Dashboard Configuration 

 

Step 1

Once you have been approved following your application you will receive an email with your password to access the Counsellor Login Section. If you have not received this please click on the forgot password link under the login screen. 

Step 2

Login into the WordPress dashboard with your email address and password. 

Step 3

Once you log into the WordPress site you will see that you have access to two dashboards. One is your WordPress Dashboard and the second will be the booking system dashboard which is called Booknetic. You will also notice you can edit settings here if you so wish. 

Step 4

Going into the settings here can change your WordPress profile picture as well as being able to reset your password from here etc. 

Step 5

Once you click on Booknetic on the bottom right of the WordPress dashboard this will bring you to your booking dashboard. 

Step 6

You can see that you have 6 sections within the booknetic dashboard. These are the main Dashboard which gives you an overview, the Appointments tab, Calendar tab, payments, customers and counsellors. 

You can also see in the Appointments tab, you can manually add your own appointments here as well as exporting your full list of clients to an excel type file using the “export to csv” feature. 

Step 7

Then in the calendar tab you can see your upcoming appointments and also filter them by type of service, week, month year etc. 

Step 8

In the payments tab you can see all payments that have been made or also see payments that may be pending. These are made to the about counseling team account and then once you have supplied the team with your own banking details you will be paid for completing the service minus 10% administration charge. 

Step 9

In the customer’s tab you can see all your clients and it also allows you to add new customers, import a large list of customers from a CSV file or export your customer list to CSV file. 

Step 10

Counsellors tab is a list of your counsellors on your team and once they go through the application/approved process you could add other counsellors to your dashboard if you so wish. 

Any other queries please up up a support ticket here

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