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Editing Your Profile

Customize your public page to reflect your professional identity

Your profile settings control what clients see on your public booking page. Update your information anytime to keep your page current and professional.

Accessing Your Profile Settings​

Where to make changes

To edit your public page information:

  1. Open the Serene Dashboard
  2. Click your profile avatar in the top-right corner
  3. Select Profile from the dropdown menu
  4. You'll see all editable sections on the Profile page

Alternatively, navigate directly to Profile Settings.

Editing Basic Information​

Your name and email

Display Name & Email​

Your display name is how clients see you on your public page.

How to edit:

  1. In the Profile page, locate the Basic Information section
  2. Click the Edit button (pencil icon)
  3. Update your Display Name (required)
  4. Update your Email if needed (required)
  5. Click Save to apply changes
Display Name Best Practices

Use your professional name as you'd like clients to address you. Examples:

  • "Dr. Sarah Johnson"
  • "Michael Chen, LMFT"
  • "Dr. Priya Sharma, PsyD"

Editing About Me Section​

Your professional biography

Your "About Me" section is one of the most important parts of your public page. This is where you introduce yourself, describe your therapeutic approach, and help clients understand if you're the right fit for them.

How to edit:

  1. Locate the About Me section on your Profile page
  2. Click the Edit button
  3. A dialog opens with a large text area
  4. Write or update your bio (up to 500 characters)
  5. Click Save

What to Include in Your Bio​

Professional Background:

  • Your credentials and licenses
  • Years of experience
  • Educational background (if relevant)

Therapeutic Approach:

  • Methods you use (CBT, DBT, psychodynamic, etc.)
  • Your philosophy or style
  • What makes your approach unique

Who You Help:

  • Client populations you specialize in
  • Issues you're experienced with
  • Age groups you work with

Tone & Voice:

  • Write in first person ("I specialize in...")
  • Be warm and approachable
  • Balance professionalism with warmth
Bio Writing Example

"I'm a licensed clinical psychologist with over 10 years of experience helping individuals navigate anxiety, depression, and life transitions. I use evidence-based approaches including CBT and mindfulness techniques, tailored to each client's unique needs. My goal is to create a warm, non-judgmental space where you can explore challenges and build resilience."

Managing Expertise Areas​

Your specializations and focus areas

Expertise tags help clients quickly understand your areas of specialization. These appear as visual chips on your public page.

How to add expertise:

  1. Locate the Expertise section
  2. Click Add Expertise chip
  3. A dialog opens with predefined expertise options
  4. Select expertise areas from the list
  5. Click Save or Add

How to remove expertise:

  1. Find the expertise chip you want to remove
  2. Click the X or delete icon on the chip
  3. Changes save automatically

Available Expertise Areas​

Common specializations include:

  • Anxiety & Panic Disorders
  • Depression
  • Trauma & PTSD
  • Relationship Counseling
  • Family Therapy
  • Addiction & Recovery
  • Eating Disorders
  • LGBTQ+ Issues
  • Grief & Loss
  • Stress Management
  • Life Transitions
  • And many more...
Multiple Specializations

You can select multiple expertise areas. Choose the ones you're truly experienced in to help the right clients find you.

Adding Languages​

Languages you speak with clients

Display the languages you're comfortable conducting therapy in. This helps clients who prefer sessions in their native language find you.

How to manage languages:

  1. Locate the Languages section
  2. Click Add Language or the language icon
  3. A searchable dialog opens
  4. Type to search for languages
  5. Click on a language to add it
  6. Repeat for additional languages

How to remove languages:

  1. Find the language chip you want to remove
  2. Click the X or delete icon
  3. Changes save automatically
Language Selection

Only add languages you're fluent enough in to conduct full therapy sessions. Conversational proficiency may not be sufficient for clinical work.

Setting Session Pricing​

Default pricing for your sessions

Your default session pricing appears on your public page when you haven't created specific services.

How to set pricing:

  1. Find the Session Pricing section
  2. Select your Currency from the dropdown
  3. Enter your Default Price (amount per session)
  4. Click Save

Currency Options​

Choose from international currencies:

  • USD (United States Dollar)
  • EUR (Euro)
  • GBP (British Pound)
  • INR (Indian Rupee)
  • CAD (Canadian Dollar)
  • AUD (Australian Dollar)
  • And many more...
Default Pricing vs Services

Default pricing is a fallback option shown when you haven't created specific services. For better customization and flexibility, create services instead (see next section).

Example:

  • Default pricing: $100/session
  • Services: Individual Therapy ($120), Couples Therapy ($150), Group Session ($80)

If you create services, clients see the service list instead of default pricing.

Creating Services​

Customized offerings with different pricing

Services allow you to offer different types of sessions with specific descriptions and pricing. This is more professional and flexible than using default pricing alone.

Quick steps:

  1. Scroll to the Services section on your Profile page
  2. Click Add Service or the + button
  3. Fill in service details (name, description, pricing, duration)
  4. Click Save or Add
Detailed Service Setup

For complete instructions on creating and managing services, including examples, pricing strategies, and best practices, see the Add a Service → guide.

Configuring Booking Preferences​

Rules for how clients can book with you

Booking preferences control when and how clients can schedule, cancel, or reschedule sessions.

Key settings you can configure:

  • Session Mode - Online only, offline only, or both
  • Booking Cutoff Times - Minimum advance notice for bookings
  • Cancellation Settings - Allow/prevent cancellations and set windows
  • Reschedule Settings - Allow/prevent rescheduling and set windows

How to access:

  1. Go to your Profile page
  2. Scroll to Booking Preferences section
  3. Adjust settings as needed
  4. Changes auto-save
Detailed Booking Configuration

For complete instructions on all booking preferences, including session modes, cutoff times, cancellation policies, and best practices, see the Booking Configurations → guide.

Payment Configuration​

How clients pay for sessions

Configure how you collect payment for booked sessions.

Payment Mode Options​

Managed Payment:

  • Serene handles payment processing
  • Clients pay via integrated payment gateway
  • Automatic payment tracking

Self-Payment:

  • You handle payment outside Serene
  • Provide your own payment links or instructions
  • Clients book, but pay via your method (PayPal, Venmo, UPI, bank transfer, etc.)

How to configure:

  1. Find Payment Configuration section
  2. Select payment mode (Managed or Self-Payment)
  3. If self-payment, add your payment links or instructions
  4. Save changes

Setting Cancellation & No-Show Fees​

Cancellation Fee:

  • Percentage of session fee charged for late cancellations
  • Applied when clients cancel within the cancellation window
  • Example: 50% means client pays half if they cancel last minute

No-Show Fee:

  • Percentage charged when client misses session without canceling
  • Typically 100% to discourage no-shows
  • Example: 100% means full session fee charged

How to set:

  1. Locate fee settings in Payment Configuration
  2. Enter percentage for Cancellation Fee (0-100%)
  3. Enter percentage for No-Show Fee (0-100%)
  4. Save changes
Fee Best Practices

Common fee structures:

  • Cancellation within 24h: 50% fee
  • No-show: 100% fee
  • Cancellation with 48h+ notice: No fee

Clearly communicate these policies to clients to avoid disputes.

Sharing your booking page

Your public profile link is automatically generated based on your username.

  1. Go to your Profile page
  2. Scroll to Public Link Display section
  3. Your link appears as: 
    https://care.vybz.health/user/[your-username]
  4. Click Visit your public profile to open in new tab
  5. Or copy the link to share with clients

Changing Your Username​

How to edit username:

  1. Find the Public Link section
  2. Click Edit Username button
  3. Enter new username (must be unique)
  4. Save changes
  5. Your public link updates automatically
Username Changes

When you change your username, your old public link stops working. Update any places where you've shared your link (website, email signature, social media, etc.)

Managing Availability​

When clients can book sessions

Your availability determines what time slots appear on your public page for booking.

Setting Your Schedule​

How to manage availability:

  1. Navigate to your Dashboard
  2. Access the Schedule or Availability section
  3. Set your working hours for each day of the week
  4. Add breaks or time off as needed
  5. Changes sync to your public page automatically
Availability Tips
  • Keep your availability updated weekly
  • Block out time for lunch, admin work, and breaks
  • Consider time zones if you work with remote clients
  • Your public page shows real-time availability based on your calendar

Learn more: Managing Schedule →

Previewing Your Public Page​

See what clients see

Always preview your public page after making changes to ensure everything looks professional.

How to preview:

  1. From your Profile page, find your public link
  2. Click Visit your public profile
  3. Page opens in a new tab
  4. Review as if you're a potential client
  5. Check all sections: name, bio, expertise, services, pricing

What to Check​

✅ Profile Information:

  • Display name is professional
  • Bio is clear and welcoming
  • Expertise tags are relevant

✅ Services & Pricing:

  • Services are accurately described
  • Pricing is up-to-date
  • Currency is correct

✅ Booking Flow:

  • Try booking as a "New Client"
  • Check if time slots appear correctly
  • Verify session modes are accurate

✅ Mobile View:

  • Open on your phone
  • Ensure text is readable
  • Check buttons work properly
Regular Reviews

Review your public page monthly to keep information current and professional. Update your bio seasonally if you take on new specializations or change your approach.

Best Practices for Your Public Page​

Tips for maximum impact

Keep Information Current​

  • Update pricing when you adjust rates
  • Refresh your bio as you gain experience or specializations
  • Manage availability to prevent double bookings
  • Review services quarterly to ensure they reflect your current offerings

Be Transparent​

  • Clear pricing helps clients make informed decisions
  • Accurate availability builds trust
  • Honest expertise attracts the right clients
  • Complete bio sets appropriate expectations

Professional Presentation​

  • Use a professional photo (headshot preferred)
  • Proofread your bio for typos and clarity
  • Keep language accessible (avoid too much jargon)
  • Update credentials when you earn new licenses or certifications

Optimize for Discoverability​

  • Include keywords in your bio that clients search for (anxiety, trauma, etc.)
  • List expertise broadly to appear in more searches
  • Mention specializations that differentiate you
  • Add languages to reach diverse client populations

Troubleshooting Common Issues​

Changes Not Appearing on Public Page​

If updates don't show on your public page:

  1. Clear your browser cache
  2. Open in incognito/private window
  3. Try a different browser
  4. Wait 1-2 minutes for updates to propagate
  5. Ensure you clicked "Save" after edits

Can't Edit Certain Fields​

Some fields may be locked if:

  • You're viewing as a team member (not owner)
  • Your account has restrictions
  • The field requires admin permissions

If your link doesn't open:

  1. Verify you copied the full URL
  2. Check that username is correct
  3. Ensure you're not logged in (try incognito mode)
  4. Try accessing from a different device

Booking Preferences Not Saving​

If preferences don't save:

  1. Check for error messages on screen
  2. Ensure all required fields are filled
  3. Verify values are within acceptable ranges (e.g., hours must be positive numbers)
  4. Refresh page and try again

Next Steps​

Continue enhancing your Serene workspace:

Pro Tip

Set aside 15 minutes each month to review and update your public page. Small updates keep your page fresh and show clients you're actively maintaining your professional presence.