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Getting Started
Last updated March 23, 2022
Clients and Consultants
Editing your Profile
- Click on your avatar or dropdown carrot and select Profile
- Once on your Profile page, in the same panel as your avatar, click on the pencil icon in the top right
Booking a Consultation
- On the landing page, click on Get Started
- You should arrive on a profile page
- Click on the Schedule button to expand a dropdown menu
- Select the Consultation option
- You should arrive on a scheduling page
- Select a date and time that works for you
- Enter your information
- Confirm the itinerary is correct
- Click on the Schedule Consultation button
Booking an Appointment
- On the landing page, click on Get Started
- You should arrive on a profile page
- Click on the Schedule button to expand a dropdown menu
- Select the Appointment option
- You should arrive on a scheduling page
- Select a date and time that works for you
- Enter your information
- Confirm the itinerary is correct
- Click on Continue to Payment button
- Confirm your itinerary is correct
- Enter your payment info
- Click on the Book Appointment button
Deleting your Account
- Go to Settings → General
- Click on the Delete Account button
- You should see a popup prompting you to enter the words Delete Account
- Enter the words Delete Account
- Click on the Permanently Delete button
Consultants only
Editing your Avatar
- Click on your avatar or dropdown carrot and select Profile
- Once on your Profile page, in the same panel as your avatar, click on the camera icon
Configuring Sessions
- Go to Settings → Integrations and connect your Zoom account in order to receive meeting requests
- Go to Settings → Availability to store which days and times are available. Need to Talk will block the other times of your scheduler
- Go to Settings → Connections and connect the calendars of your choosing to prevent your scheduler from listing busy times
- Select the Appointment option
- In order to configure payouts, first go to Settings → Payouts
- Create a payout account, an enroll link should appear
- Click on the enroll link
- It should lead to an enrollment page
- Complete the steps
- After finishing, go back to Settings → Payouts and add a bank account