Finding and Booking a Provider

As a consumer, you can browse the provider directory, view provider profiles, and book a session — all without leaving the platform. This article walks through the complete process from finding a provider to a confirmed booking.

Step 1 - Browse the Provider Directory

1. Log in to the Consumer Portal.
2. Click Find Providers or Search in the navigation.
   
3. The directory lists all active providers in your agency's network.
4. Each provider card shows:
   • Profile photo and name
   • Specialty tags (e.g., Leadership, Career Coaching, Mindfulness)
   • Session rate (if the provider has enabled this)
   • Availability indicator (whether they are accepting new clients)

Step 2 - Search and Filter

1. Use the Search bar to type a provider name, specialty, or keyword.
2. Use the filter panel on the left (or a filter button on mobile) to narrow results:
   • Specialty — select specific service categories
   • Session type — Virtual only, In-Person only, or Both
   • Availability — filter by days of the week or time of day you prefer
   • Price — filter by session rate range
3. Results update as you apply filters.

Step 3 - View a Provider Profile

1. Click any provider card to open their full profile.
2. The provider profile contains:
   • Professional bio — their background, experience, and approach
   • Credentials — certifications and professional licenses
   • Specialties — their specific areas of expertise
   • Offerings — session types available to book with pricing and duration
   • Availability calendar — times open for booking
3. Read the bio carefully to confirm this provider's approach matches what you are looking for.

Step 4 - Send an Enquiry (Optional)

If you want to ask a question before committing to a booking, you can send the provider an enquiry.

1. On the provider's profile, click Send Enquiry.
2. Write your question or note in the message box.
3. Click Submit.
4. The provider receives your enquiry and can reply through the platform's messaging system.
5. You receive an email notification when the provider responds.

Step 5 - Book an Appointment

1. On the provider's profile, click Book Now or click on a specific offering.
2. Select the session type (e.g., 60-minute coaching session, Discovery Call).
3. The booking calendar shows available times based on the provider's availability. Times already booked by other clients are shown as unavailable.
4. Click on a date to see available time slots for that day.
5. Click the time slot you want.
6. Select your session format if both options are available: Virtual (video call) or In-Person.
7. Review the booking summary:
   • Provider name and session type
   • Date and time
   • Duration
   • Total cost
8. If this is your first session with this provider, you may be prompted to complete an intake form before confirming.

Step 6 - Complete Payment

1. Enter your payment details (credit or debit card).
2. If you have an active plan that includes session credits, the booking may be deducted from your plan at no additional charge.
3. Review the total amount and click Confirm and Pay.
4. Your booking is confirmed immediately.

Step 7 - Receive Confirmation

1. You receive a booking confirmation email with:
   • Provider name and contact
   • Session date, time, and duration
   • Zoom meeting link (for virtual sessions)
   • Cancellation policy
   • Option to add the appointment to your Google Calendar or iCal
2. The appointment also appears in your Appointments tab in the consumer portal.

Rescheduling an Appointment

1. Go to Appointments in the navigation.
   
2. Find the upcoming appointment and click Reschedule.
3. Select a new date and time from the provider's available slots.
4. Click Confirm Reschedule. Both you and the provider receive updated confirmation emails.

Note: Rescheduling may only be allowed up to a certain time before the appointment, depending on the provider's cancellation policy.

Canceling an Appointment

1. Go to Appointments and find the appointment.
2. Click Cancel.
3. Read the cancellation policy before confirming. Late cancellations may incur a fee.
4. Click Confirm Cancellation.
5. If eligible for a refund based on the provider's policy, the refund is processed within 5-10 business days.