Find a how-to guide
Try profile, password, photo, or billing.
17 guides to help you get things done.
Getting started
Find a counselor, create an account, or get back into your account.
Your counselor account
Set up your listing and handle everyday directory tasks.
Sign up as a counselor
Go from your first account to a paid plan and your own counselor profile.
Create and publish your counselor profile
Add your services and background, preview your listing, and understand its public status.
Add or change your profile photo and video
Choose a file, upload it, and check the finished version on your profile.
Read and reply to counselor inquiries
Find requests in your inbox and contact the person directly.
Set up an automatic reply to new inquiries
Write a reusable acknowledgment and choose whether to send it to new counselees.
Manage your counselor plan and billing
Check your plan, view invoices, change payment details, or review cancellation options.
Share your counselor profile and QR code
Use your public profile link, available sharing tools, and a printable QR code.
Practice tools
Use these guides when the corresponding tools are available in your account.
Get started with your practice workspace
Check access, complete workspace setup, and learn where your daily tools live.
Set up availability and manage appointments
Review booking settings, connect an offered calendar, and check appointment times.
Add a client and invite them to their portal
Create an individual client workspace and share its private invitation.
Send a form for a client to complete
Prepare a form, assign it to the right client, and check its completion status.
Send a client message or share a file
Send a private message, or upload a document and explicitly share it with a client.
Write and save private client notes
Keep counselor-written notes in the intended client's private workspace.
Set up and review client payments
Follow payment setup and review charges through your own counselor payment account.
For organizations
Set up and share your organization's referral page.
Still need help?
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