Getting Started

If you are just visiting PlusGuidance, we would like to say welcome and thank you for checking us out. We hope we become a great working solution for you. If you are already a member, we are here to get you ready so you can make the most out of our platform.

One quick note before we progress to the step-by-step process of setting you up. If you ever have an issue to report, a question or just want to give us some feedback, get in touch. We value your opinions and aim to adapt our product to your needs. The easiest way to contact us is via the speech bubble icon in the bottom right corner of the website when you're logged in. We reply Monday to Friday between 10am and 6pm BST/GMT time.

You can read this guide all at once for an overview of what to expect, follow the links provided (blue text) for specific topics, or you can refer back to a specific section if you get stuck. Let’s get started!

Step 1: Edit your public profile

Complete your public profile. This section represents the details clients will see about you. You can edit your profile on the 'Edit Profile' page accessible in the drop-down menu under your name when you're logged in.

Edit public profile page

What your clients see


Top of full profile (your profile URL):

What your clients see - top of public profile

Middle of full profile (your profile URL):

What your clients see - middle of public profile

Guided search results:

What your clients see - guided search results page

Guided search results - pop-up:

What your clients see - guided search results pop-up

Search directory results:

What your clients see - search directory results

Uploading scanned copies of your qualifications, photo ID and indemnity insurance will get you verified and set your profile live in our public directory after 1-5 working days, provided your profile and documents are approved. Information that is confidential will always be kept that way.

However, you can already use PlusGuidance with your existing clients immediately after sign-up if you invite them personally via our Email Invite feature. Step 5 tells you more about these invitations.

Step 2: Set yourself up to receive payments

In order to receive payments on PlusGuidance, you must set up a Stripe account, which ensures you can receive payments from anywhere in the world. You do that by going to Payments and clicking the "Connect with Stripe" button (image below). Fill in the whole form and submit it. If you already use Stripe on other websites, there's a button at the top that allows you to connect your existing Stripe account to PlusGuidance. Read more about our Stripe system in this FAQ.

Currently, we can only set you up to receive payments if you connect Stripe to a bank account in one of the following countries: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Italy, Japan, Luxembourg, Netherlands, Norway, Portugal, Singapore, Spain, Sweden, United Kingdom and United States. We're sure this list will expand in the future. In the mean time, go to this page to enter your email address in the notification box. You will then be notified as soon as Stripe adds your country to their list.

Connect with Stripe

Step 3: Add services and set prices

By clicking on the "Add a New Service" button on the Set Prices page (accessible in the drop-down menu under your name when you're logged in), you can add a new service type to your offerings and set its pricing. At PlusGuidance, you can add secure video, voice, instant-message and email sessions, and also in-person sessions. If you are new to online sessions and think it might take some time to get used to, or are doing some training in this area, you can still use PlusGuidance for managing all of your offline practice work. This includes bookings and payments for sessions, and generating automatic email reminders for both you and your clients.

Add new services and set prices

What your clients see on your profile:

Example profile with multiple types of services added

Step 4: Set available hours in your calendar

The more available session slots you have in your PlusGuidance calendar, the more likely it is a client will pay and book a session straight away. The calendar page (accessible in the drop-down menu under 'My Clients' when you're logged in) is where you can set your availability for specific time slots. Clients can then view your calendar on your public profile and book a session at a time convenient for you both, without having to get you to book it for them. When a client books a session, you will get an email notification. The email will give you options to export this event to other calendar apps you might be using (such as Google Calendar).

A note of caution: always be aware of which slots you have made available in the calendar so you are always prepared for potential short-notice sessions. We have heard from clients who were unhappy because they bought and booked an available session starting in the next hour, only to be disappointed by a therapist no-show. You commit to any slots you add in the calendar, so if you have some change of plans, please remove the slots for those times as soon as possible to avoid client disappointment.

Client view of a therapist's calendar when logged in:

Example booking calendar with available slots

Step 5: Explore your dashboard

This area is will be your main hub. You can quickly check your availability, upcoming sessions and much more. If you completed steps 1 to 4, you should be ready to go. Use "Test your setup" to check if everything is okay with your audio and video setup, which is important to do before your first session. Use the "Invite Clients" widget to add your existing clients to your work space - you can also customise your invitation message from this feature.

Screenshot of the PlusGuidance Therapist dashboard

Step 6: Manage your clients

Once your clients start joining, you can manage them and your sessions from this section of the website ('Manage Clients' is accessible in the drop-down menu under 'My Clients' at the top). This is also where you can securely exchange files with your clients if you need to do so.

Manage Clients Page

Once you start having paid sessions and use our secure payment system, you can view the status of your processed payments on the Payments page (available in drop-down menu under your name at the top).

Generally:


We hope this was helpful and do explore our other guides. Many of them offer plenty of detailed information on specific topics.

Simplify your practice with PlusGuidance