Welcome to Heallist! We are thrilled you are interested in our tools and are here to help make the exploration process as smooth as possible. This guide will help you get started with the various tools available to manage your practice, including business pages, booking management, payments, and telehealing. Let's dive in!
1. Creating an Account
- Visit Heallist.com and click Sign Up in the top-right corner.
- Choose your account type:
- Practitioner/Teacher: For holistic professionals managing their own practice.
- Client: For individuals seeking holistic services.
2. Practitioner Account Setup
- Complete your profile during onboarding by adding:
- Name, specialization, and practice location.
- A professional photo and relevant details like certifications and languages.
- Customize your Public Profile to attract clients and share your link on websites, social media, or emails.
3. Adding Services
- Go to the Services section on your profile to set up offerings, such as:
- 1:1 Sessions: Add pricing, duration, and availability.
- Group Classes/Workshops: Specify capacity, recurrence, or select specific dates.
- Retreats (Empowered Plan): Add multi-day events with capacity, pricing, and retreat details.
- Transmissions (Empowered Plan): Schedule and offer live or recorded energy transmissions (launching November).
- Services can be virtual or in-person.
- Set up payments in the Billing section to make services bookable.
4. Sharing Your Profile and Services
- Share Your Profile: Your Public Profile has a unique URL that you can share to direct clients to book through Heallist.
- Share Individual Services: Each service also has a unique URL, making it easy to promote specific offerings on social media, your website, or via email.
- Access these links from your profile in Public View mode or by clicking the Share button.
5. Managing Bookings
- Access bookings via the Bookings tab to view pending, confirmed, or canceled appointments.
- Clients can request rescheduling or cancellation directly from their dashboard.
- Default cancellation policy: Clients must cancel at least 24 hours before the session to avoid full charges.
6. Accepting Payments
- Navigate to Billing to connect a payment provider (Stripe Express or PayPal Business).
- Clients can pay securely on Heallist, and funds are transferred to your account after sessions are completed.
- View high-level payment details directly in your dashboard.
7. Telehealing Features
- Choose between:
- Zoom Integration: Connect your Zoom account via the Integrations page. Features depend on your Zoom plan.
- Built-in Video (Agora): Use Heallist’s built-in video calling option with the following features:
- A Join Session button, active 5 minutes before the session starts.
- Group classes for up to 100 participants (17 on video, others audio-only).
- Session durations of up to 10 hours.
- Secure in-platform access for clients and practitioners.
8. Messaging
- Communicate seamlessly using Heallist’s messaging system:
- Clients can message practitioners directly from their profiles.
- Conversations can continue after bookings for follow-ups or additional assistance.
- Messaging limits:
- Essential Plan: Message up to 5 users daily.
- Empowered Plan: Unlimited messaging.
9. Embedded Widget (Empowered Plan)
- Share your services beyond Heallist by embedding a widget on your website.
- Display individual services or your entire menu.
- Make booking seamless for your website visitors.
- Access setup instructions in the Integrations section.
10. Support and Resources
- Access help via:
- FAQs and Guides: Find answers to common questions.
- Support Tickets: Submit requests for personalized assistance.
- Live Chat: Speak with a representative using the chat icon on the bottom right.
Remember, this guide provides a general overview of the Heallist features. Take some time to explore each section in detail and customize settings according to your practice's unique needs. We're here to assist you at every step, so don't hesitate to reach out if you need any further guidance or support.