How do I schedule a session? How do I schedule a session?

How do I schedule a session?

Inês Inês

If your profile has gone live and you're ready to start booking sessions with your new clients, please refer to the steps below on how to do this.

  • Go to your Appointments on the left menu bar; this will open your Calendar. Click on the day you wish to book the session, and on the right menu bar choose the time for your appointment.
  • Click on Add clients and select the relevant client from the drop down options.
  • Click Save at the bottom of the page and then click Send, in order to send an invitation to your client with the details for the session and a link for the video call.

For private clients, once you have added your client, click Add Fee. You will then need to select a service and service type, currency and rate for the session. Click Add Service and then Save and Send. This will send an invitation and a payment request to the client. An invoice will be created, which you can find by going to Finance and Invoices. Once the payment is complete, the invoice will update automatically.

Please note, you will not need to add a fee for Unmind Talk (corporate referrals) as you will be paid at Unmind rates. 

If you have any further questions around this, you can get in touch with us here.

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