Provider Profile Setup

Your provider profile is your professional identity on the platform. A complete, detailed profile helps clients find you, builds trust, and increases your booking rate. This article covers every field available in Settings.

Opening Profile Settings

1. Log in to the Provider Portal.
2. Click Settings in the left sidebar.
3. The Profile tab is selected by default.
   

Basic Information

1. Enter your First Name and Last Name exactly as you want them displayed on your public profile and booking confirmations.
2. Enter your Email Address. This is used for platform notifications and client communications.
3. Enter your Phone Number (optional). Only visible to clients you have accepted, not on your public profile.
4. Set your Timezone from the dropdown. This is critical — it controls how your availability displays to clients booking across different time zones.

Professional Bio

1. In the Bio field, write a professional summary of your practice.
2. A strong bio includes:
   • Your specialization and the types of clients you work with
   • Your approach or methodology
   • Years of experience
   • Any notable achievements or training background
3. Aim for 100-300 words. Clients read the bio before deciding whether to send an enquiry or book.

Profile Photo

1. Under Profile Photo, click Upload Photo.
2. Select an image file. Supported formats: JPG, PNG, WEBP.
3. Requirements:
   • Minimum size: 300 x 300 pixels
   • Maximum file size: 5 MB
   • Square or portrait orientation works best
4. The photo appears on your public directory listing. Use a professional headshot with good lighting.

Specialties and Tags

1. Under Specialties, type and add the specific areas of expertise you offer.
2. Add up to 10 specialty tags. Examples: Leadership Coaching, Career Transitions, Executive Development, Mindfulness, Conflict Resolution.
3. These tags are used by the platform's search and filtering to match clients with relevant providers.

Location

1. Under Location, enter your city and country.
2. If you work exclusively virtually, you can leave location blank or mark yourself as "Remote Only".
3. Location is shown on your public profile to help clients understand your geographic coverage.

Credentials Tab

1. Click the Credentials tab.
   
2. Click Add Credential to add a certification, license, or professional membership.
3. For each credential, enter:
   • Credential name (e.g., ICF PCC, Licensed Clinical Social Worker)
   • Issuing organization (e.g., International Coaching Federation)
   • Year earned
   • Expiry date (if applicable)
4. Verified credentials display a badge on your public profile, increasing client confidence.
5. Add all relevant credentials. Clients and agencies can see the full list.

Public Page Tab

1. Click the Public Page tab.
   
2. Configure what appears on your public-facing profile page:
   • Toggle whether your contact information is visible publicly
   • Toggle whether your session rates are displayed
   • Set your profile status to Active (accepting new clients) or Inactive (not taking new enquiries)
   • Add links to external resources like your personal website or LinkedIn profile
3. Click Save to apply any changes.
4. Click View Public Profile (if available) to see exactly how your listing appears to clients and agencies.

Notifications Tab

1. Click the Notifications tab.
   
2. Toggle which notifications you receive via email and/or in-app:
   • New appointment booked
   • Appointment cancellations
   • New enquiry received
   • New message received
   • Payment received
   • Dispute opened
3. Click Save.

Saving Your Profile

1. After making changes to any tab, click Save Changes.
2. Changes to the Profile and Public Page tabs are reflected on your public listing immediately after saving.

Tip: A complete profile (photo + bio + credentials + specialties) is significantly more likely to receive enquiries than a partially filled-in profile. The platform may prompt you to complete missing sections.