Provider Profile - Basic Information

Table of Contents


Overview

The Provider Profile allows providers to independently configure fields pertaining to their individual profile, if enabled by the administrator.

Required Permissions

  • Provider Admin


Accessing the Tool

Access the Provider Profile under Provider Setup from within the Admin Dashboard.

Provider Profile - Basic Information

Within the Provider Profile, you will be able to view and edit (if enabled) the following general information fields:

  • First Name and Last Name (predefined and set by the Spa Administrator)

  • Display Name: How your name will appear throughout the spa system

  • Email Address (required field)

  • Calendar Sync URL: Use the copy button to copy the Calendar Sync URL and use it to sync your calendar to your mobile device (Note: The syncing process will vary based on device type.).

  • Add Photo: Click the + Add Photo button to upload a picture of the specialist/provider. 

  • Phone Number (required)

  • Gender (optional)

  • Description: Information about you that will assist members in deciding whether you are the right fit for them or simply your title (ex: Massage Therapist, Esthetician, etc.)

  • Active Start Date: The date you will become active and appear within the spa schedule as available for booking. 

  • Configure active end date? checkbox: Controls whether the spa wants to define a date where the specialist/provider no longer appears on the spa schedule as available for booking.  Check this box to set the active end date. Leave this box unchecked if the specialist/provider is to remain on the spa schedule indefinitely for booking. 

  • Active End Date: The date the specialist/provider is no longer available for booking. 

Additional Resources

To learn more about the Provider Profile, please visit the following articles:


Best Practices

FAQs

  1. If you are a provider and cannot see all of the fields outlined, your administrator likely has that field locked from view in the Provider Controls.

  2. Why don’t I have a URL available under Calendar Sync URL? If you do not have a link in this field, this means the admin has not generated one. You will need to contact your admin to have them generate the URL for you.

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