Counsellors Registration Guide

Sign up via the following link: https://counsellors.co.nz/vendor-register/
Enter your email address
Your First & Last Name
Under Store Name put your own name eg: John-Smith
Then set up a Password (6 character min & good security level)

Please wait while admin staff help connect your counsellors account to Zoom.  

Registration Screen
Link Counsellors Account to a Zoom Account

The first thing we need to do from this end is to send a request to Zoom to link your account  so that our software can set up zoom meetings when a client books with you.
After we send this request you should receive an email from Zoom asking you to activate your zoom account.
Once you click on the link in this email from Zoom, you will also need to set up a Zoom account by either signing in with Google, Facebook, or signing up with a password.

Signing into your Counsellors Dashboard

Once your Zoom account is connected and your Counsellors account is approved, you will be able to sign in.
You can sign in to your account via this link: https://counsellors.co.nz/my-account/

When signing in for the first time, you may be presented with a Store Setup Screen.
Just click “Not right now” and you will be taken to your personal dashboard.

Create an Appointable Product

Now you will want to create a product in order to start offering your counselling or support services.

Under Products, click “Add New“.  
The first thing you will see is a “Simple Product”. This could be used if you want to sell a book or guide to clients.

For now you can just change that “Simple Product” to  “Appointable Product” and check “Virtual

Set the price to any amount above $10.

For the Product Title, describe what type of support or counselling you are offering. Expand on this title in the Short Description. You are also welcome to add a new category for it.

Upload a picture of yourself by clicking the right picture box (MIN SIZE 300px:300px please).

You don’t need to write anything in the description box, just the short description box.

Appointable Product
Setting Your Available Times

Under Appointable you can set up how your calendar looks. For example, setting the duration to 50 mins will tell the client and zoom the appointment is for 50 minutes.
Once in a Zoom session things can run behind schedule and go over the 50 mins, Zoom won’t cut you off. Time limit is applicable to group sessions.

Leaving an Interval at 1 hour will mean all appointments start on the hour. If you have set these first 2 correctly you won’t need to set padding time and can leave it at 0.
You will still get 10 minutes between sessions.
Lead time is really important – how much notice do you need after a client books and pays for a session? 24 hours is probably a good starting point and go from there.

Set times
Setting Your Available Days

The best place to start is under Custom Availability and type select each day you wish to make yourself available eg “Monday” then add Capacity 1.
Capacity is really important, increasing it beyond 1 means that you will be running some kind of workshop with multiple participants being able to book for the same session.
Fill in your available times, then if you want to work more than one day, hit the plus sign at the bottom right and set up another Custom Availability Box 

Remember to Submit your settings – by clicking the SUBMIT button at the bottom of the page!
Everything is live and will appear on the website immediately – so then go back to the main homepage and check if everything is how you want it.

Earnings
Setting up Bank Account

Under “Settings”, select “Payment
As a Preferred Payment Method, select “Bank Transfer” and put in your account details.

Request Payments
Request Payment

To receive payments go to “Payments” and in the top right of the screen you will see $Withdrawal
If payments are available, check the payments you wish to receive and click Request.