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Basic Information

Detailed walkthrough of the onboarding steps

This page walks through each of the four onboarding steps in detail. If you haven't started yet, head to the Dashboard and click the Start button on the welcome card.


Step 1 — Personal Information​

Fill in the following:

  • Name — your display name visible to clients and teammates
  • Email — pre-filled from your Google sign-in
  • About Me — a short, client-friendly bio. Keep it warm and concise
  • LinkedIn — link to your professional profile (optional)
  • Website — link to your practice website (optional)
info

You can update all of these later from Profile Settings.


Step 2 — Professional Details​

This information helps clients understand your background.

Expertise — select one or more areas of specialization from the dropdown (anxiety, trauma, couples counseling, etc.)

Organization — your clinic or practice name, if applicable (optional)

Years of Experience — helps build client trust (optional)

Default Session Pricing — set a base rate and currency. This price is shown on your booking page when you haven't added specific services.

tip

You can create multiple services with different pricing later. For example, individual therapy at one rate and couples counseling at another. If no services are added, clients see your default price.


Step 3 — Connect Google Calendar​

Connecting your calendar enables:

  • Automatic availability sync — your free/busy times are reflected in real time
  • Double-booking prevention — existing calendar events block those time slots
  • Multiple calendar support — add work, personal, and other calendars from your dashboard

To connect: click "Connect Google Calendar," sign in, and grant read access to your calendar.

You can skip this step and connect later from the Dashboard. Without calendar sync, you'll need to manage availability manually.

Troubleshooting:

  • Pop-up blocked? Allow pop-ups for serene.vybz.health
  • Corporate network? Try a personal network or VPN
  • Wrong account? Make sure you're signing in with the correct Google account

Step 4 — Set Your Schedule​

Define when clients can book sessions with you.

Working hours — set available time slots for each day of the week (e.g., 9 AM–12 PM, 1 PM–5 PM)

Time zone — your local time zone. Clients see times converted to their own zone.

Session duration — typically 50–60 minutes

Buffer time — breaks between sessions (recommended: 10–15 minutes)

Session mode — choose how you deliver sessions:

  • Online only
  • In-person only
  • Both (clients choose during booking)

Setup Complete​

After finishing these four steps:

  • A public booking page is created at serene.vybz.health/user/[your-username]
  • Clients can view your profile, see availability in their time zone, and book directly
  • You're redirected to the dashboard where you can start managing your practice

Your next steps:

  1. Add services with custom pricing
  2. Configure booking policies — cutoff times, cancellation, rescheduling
  3. Share your public booking link with clients