Your profile page is how your business is represented on ClinicSense. Your profile page is an excellent tool if you don't have a full website. It also makes it easy for your clients to book appointments or buy gift certificates.
- Accessing your profile
- Location on your profile
- Customizing your profile
- Conducting transactions through your profile
Accessing your profile page
To access your profile page:
- Go to Setup
- Click Location
- Near the top right of the page, click on your profile page URL
Location on your profile
To edit your profile page's location information:
- Go to Setup
- Click Location
- Edit the fields to reflect your location information
- Optional: Use the UPLOAD LOGO button to add your custom image
- At the bottom of the page, click the SAVE button
Customizing your profile
To customize your profile page:
- Go to your profile page (see: "Accessing your profile page", above)
- Click the Edit Page button
- Select a "Color Theme" option
- Select a "Cover photo" option (or click "Upload Image" to add your own)
- Enter a "Main headline"
- Enter some "About you" information (up to 500 characters)
- Optional: Click the "Don't show my address" to hide your location information and map
- At the top of the box, click the Save button
Note: The "Edit Page" button won't appear if you're not logged into ClinicSense.
Conducting transactions through your profile
There are two kinds of transactions that can occur through your profile page:
- Appointment bookings
- Gift certificate sales
To activate these features, you'll need to adjust settings elsewhere in ClinicSense.
Appointment bookings
To accept appointment bookings through your profile page:
- Open your Scheduling settings
- Set "Allow clients to book online?" to "Yes"
- At the bottom of the page, click the SAVE button
Gift certificate sales
To sell gift certificates through your profile page:
- Go to your Sell tab
- Select the Gift Certificates tool
- Click the OPTIONS button
- On the SETTINGS tab, set "Enable online sales" to "On"
- Click the SAVE button