Quick Setup

Have these three documents ready. Clients must agree to them before they can book, so you cannot skip them.

• Consent form: your client agreement.
• Privacy policy: how you protect client information.
• Terms and conditions: the terms of your service.

Each file must be a PDF or DOCX and no larger than 5 MB.

It also helps to have these to hand:

• A profile photo (512 × 512 px, PNG or JPG).
• Your bank account number, IFSC code and UPI ID.
• A short bio of 25 to 50 words.
• Your working days and hours.

Everything in steps 1 to 5 is under Settings in the left-hand menu. Click Save Changes before you leave each page.

Go to Settings > Basic Details.

1. 1
   Click Change Photo and upload your profile photo.
2. 2
   Fill in Full Name and Email Address. Both are required.
3. 3
   Choose a Username.
4. 4
   Add your WhatsApp Number, Gender, Spoken Languages and Primary Address.
5. 5
   Click Save Changes.

Restrictions to keep in mind:

• The photo should be 512 × 512 px, in PNG or JPG.
• Your username becomes your public booking address, booking.psychdesk.in/username. Pick one you are happy to share with clients, because changing it later changes the link.
• Your name, languages and address are shown to clients. The Public Profile Preview on the right shows exactly what they will see.

Go to Settings > Professional Details.

1. 1
   Choose your Professional Title.
2. 2
   Enter your Professional Experience (Years).
3. 3
   Select your Therapy Approaches.
4. 4
   Write your bio under About Yourself.
5. 5
   Select your Area of Expertise.
6. 6
   Click Save Changes.

Restrictions to keep in mind:

• All five fields are required. The page will not save with any of them empty.
• Your bio must be 25 to 50 words. A word counter under the box shows where you are.
• Experience is entered as a number of years only.
• Titles, approaches and areas of expertise are chosen from a fixed list. You cannot type your own.
• Everything here is public. Check the Professional Profile Preview on the right before you save.

Go to Settings > Therapy Policy.

1. 1
   Under Documents, click Upload next to Consent Form and choose your file.
2. 2
   Do the same for Privacy Policy and Terms & Conditions.
3. 3
   Check that each one now shows a green Uploaded label, and that all three appear under Uploaded Documents on the right.

Restrictions to keep in mind:

• PDF or DOCX only, up to 5 MB per file.
• Clients are asked to agree to these documents before booking, so upload the final versions, not drafts.

On the same page you can set your Refund Rules: turn on Enable Refund Policy, then set a cancellation window (in hours or days) and the percentage refunded to the client. Use + Add Rule for more than one window. The Refund Rules Preview shows what clients will see. Refunds go back to the original payment method within 5 to 7 business days.

Go to Settings > Availability. There are two tabs, and they work together.

Default Schedules is your normal working week.

1. 1
   Click Add Availability, or the pencil icon on Default Availability to edit the one already there.
2. 2
   Give it a Schedule Name.
3. 3
   Switch each working day on or off, and set its start and end time. Use Add time slot for a split day, such as a morning and an evening block.
4. 4
   Choose a Buffer Time Between Sessions if you want a break after each session (5 to 30 minutes).
5. 5
   Click Create Schedule.

Daily Calendar is for exceptions on specific dates.

1. 1
   Open the Daily Calendar tab and click a date.
2. 2
   Turn on Mark as Holiday to block the whole day, or use Add Time Slot to set different hours for that day only.
3. 3
   Use Add Holiday to block a single day or a range of days.

How the two fit together:

• Set your default week once. Then use the Daily Calendar only when a particular day is different.
• A change in the Daily Calendar always wins over your weekly schedule for that date.
• Dates you have not changed follow your weekly schedule automatically.
• You can create more than one weekly schedule (for example, mornings and weekends) and attach each to different services.

Go to Settings > Bank Details. This is where your session payments are paid out, so check every digit.

1. 1
   Enter Account Holder Name, Bank Name, Account Number and IFSC Code.
2. 2
   Enter your UPI ID and choose the Account Type.
3. 3
   Add your GSTIN if you have one. It is optional.
4. 4
   Check the Account Preview on the right, then click Save Changes.

Restrictions to keep in mind:

• The account holder name should match the name on the bank account.
• A wrong account number or IFSC code will delay your payout. Copy them from your passbook or banking app rather than typing from memory.

If you practise under a clinic name

If your private practice has its own name and contact details, go to Settings > Clinic Profile and add them.

• Clinic Name is required on this page.
• Clinic Email, Clinic Phone, Clinic Address and Website are optional.
• The Clinic Photo should be 800 × 400 px, PNG or JPG.

If you practise under your own name only, you can skip this.

Go to Services in the left-hand menu.

1. 1
   Click Add Service.
2. 2
   Enter the Service Name and choose the Therapy Type: Individual, Couple, Family or Group.
3. 3
   Write a Description of what the service covers and who it is for.
4. 4
   Enter the Price (₹) and Duration (minutes).
5. 5
   Choose the Mode: Online, In-Person, or Hybrid.
6. 6
   Choose the Availability Schedule this service should follow.
7. 7
   Check the Service URL Slug. This is the end of the direct link to this service.
8. 8
   Click Save Service.

That is your services set up. To offer another one later, come back to Services and click Add Service again.

Your booking page is now live at:

booking.psychdesk.in/username

Open it yourself first. It shows everything a client sees about you:

• Your photo, name, title and years of experience
• Your bio
• Your therapy approaches and areas of expertise
• The languages you speak and your location
• Every service, with its duration, price and mode
• Your open time slots, day by day

Clients can book directly from this link. They choose a service, pick a time slot, and receive a confirmation by email.

To share it, go to Services and click Share Booking Page. To send a client straight to one service, click Share on that service instead.

Open your booking page in a private or incognito browser window, so you see it as a client would.

• Your profile reads correctly and has no gaps.
• Each service shows the right price and duration.
• Time slots appear on the days you work, and not on days you do not.

If no slots appear, go back to Step 4 and check that the service is attached to a schedule with working hours on that day.

• Add your first client: see the Clients guide.
• Book a session yourself: see the Bookings guide.