The Complete your profile checklist walks you through the main setup steps for your practice. Your progress is saved, so you can leave the checklist and come back later.
Note: All clients, names, emails, appointments and other data shown in the screenshots are sample data we created for this guide. They are not real people or real records.
When to use this
- You’ve just created your mePro account.
- You skipped a step earlier and want to finish it.
Tip: If you work in a clinic and the clinic owner invited you, your checklist is shorter. See Complete your profile: therapists in a clinic.
Open the checklist
1. Sign in to mePro.
Go to app.mepro.ai and sign in with your email.
2. At the top of any page, click Complete your profile.
The button shows how much of your setup is done, for example 22%. The checklist opens on Get started with mePro, with each step and about how long it takes.
3. Check Verify email.
You verify your email when you create your mePro account and enter the code sent to your email, so this step already shows a checkmark.
Set your location
1. Click Set your location.
Your saved location is listed under Locations, and the map shows where it is. Clients choose from these locations when they book online.
You can add more than one location. Click + Add and enter the address. To change a location, click the three-dot menu on it.
2. When your locations are correct, click Next.
Set your availability
Your availability is the hours clients can book with you. It shows on your online booking link.
1. Click Set your availability, then click Set availability.
To do this later, click Skip for now.
2. Look over your week under Available hours.
The Set availability panel opens. Every day starts as Unavailable.
3. Click the switch next to a day you work to turn it on.
A time range appears, starting at 09:00 AM – 05:00 PM. To change it, click the clock icon next to the start time and the end time.
4. Choose the session type and how clients can book.
Click the camera icon for Virtual sessions, the location pin for In person sessions, or both.
Click the calendar icon for Bookable online: clients book these hours themselves. Click the speech bubble for Contact therapist: clients contact you before the time is booked.
5. Optional: to split a day into parts, click + Add hours.
A new time range appears under the first one, for example a morning block and an afternoon block. To remove a time range, click its trash icon.
6. Check the time zone at the bottom of the panel, then click Set Availability.
Your week now shows in the checklist. If you change anything later, click Save availability.
7. Click Next.
For breaks and out-of-office time, see Calendar & Availability.
Sync your calendar
1. Click Sync your calendar, then click Sync now.
Syncing your calendar helps you avoid double bookings and keeps all your appointments in one place. To do this later, click Skip for now.
2. In Sync calendar, turn on the options you want.
- Sync Google Calendar to mePro shows your Google events in mePro.
- Use Google Calendar events to block my availability stops clients booking times when you have a Google event.
- Sync mePro appointments to Google Calendar adds your mePro appointments to your Google Calendar.
Your synced calendars stay private and aren’t visible to other team members. New appointments and changes to appointments must be made in mePro.
3. Click Sign In With Google, choose your Google account, and allow access.
4. On Google’s permission screen, tick View and edit events on all your calendars, then click Continue.
Important: You must tick View and edit events on all your calendars on Google’s permission screen. If you don’t tick it, mePro can’t connect to your Google Calendar.
5. Check your calendar account, then click Next.
You see Google Calendar connected successfully!, and your Google account is listed under My calendar account as ADDED. To connect another account, click + Add another. To remove an account, click its trash icon.
To change your sync options later, see Google Sync.
Update your branding
1. Click Update your branding.
My Account opens in the checklist. Clients and team members see these details across mePro.
2. Click Upload picture to add your profile photo.
Use a JPEG, PNG, WebP or GIF file, up to 5 MB.
3. Fill in your details.
Check your First name and Last name, choose your Pronoun(s), and add your Mobile number. Your Email Address shows a green tick because it’s verified.
If they apply to you, choose your Regulatory college and enter your Registration / license number. If you work under supervision, add your Supervisor name and Supervisor registration number.
4. Scroll down to Logo & Identity and click Upload your logo.
The logo must be JPG, JPEG or PNG, max 10 MB. For the best look, use a horizontal version on a white or transparent background, about 500px wide.
5. Enter your Practice name the way clients should see it, for example Align Psychology.
6. Under Branding Color, click Add your color.
Click the color area and use the slider to choose a color, or type a hex value, for example #2469FF. This color is used for buttons and links, and on your invoices, in the header and lines. Your logo appears on your invoices too.
7. Scroll down and click Save changes.
Your details and branding aren’t saved until you click it.
To add your signature, time zone and bio, see Settings: My Account.
Add your team
If you work on your own, you can skip this step.
1. Click Add your team.
Under Teams, you see the people you’ve invited, with their email and status. People who haven’t accepted yet show Pending.
2. Click + Add.
The Adding a team form opens.
3. Fill in the team member’s details.
Enter their First name, Last name and Email Address. They’ll use this email to sign in to mePro. Phone number is optional.
Choose their Access level. For example, Practitioner gives access to assigned clients, their own calendar, appointments, clinical notes and related billing.
Choose their Type and Profession (at least one). Optional: choose Assigned locations and College, and add their Registration No., Supervisor name, Supervisor registration # and Bio.
4. Click Invite.
The person is added to your list as Pending until they accept. When you’re done, click Next.
To edit, resend or cancel an invite, see Team.
Add your services
1. Click Add your services.
Under Services, each service you offer shows as a card with its length and price, for example 60 min · CAD 120.00.
2. Click + Add.
The New service form opens.
3. Fill in the service.
Enter the Service name, for example Initial Assessment, its Duration (minutes), and any Gap after session.
Choose the Clinical note format, for example SOAP Note, then set the Currency and Amount.
Choose the Service type (required) and Number of participants. Under Online booking, choose Display in online booking or Contact to book, then choose the Delivery, for example Telehealth, and the Cancellation window (no penalty).
Optional: add Tags, a Description and a Service code.
4. Save the service, then click Next.
For every service setting, see Services.
Add your clients
1. Click Add your clients.
Under Clients, you see the clients you’ve added, with their email and who they’re connected to.
2. Click + Add to add a client.
3. When you’re done, click Next.
For the steps to add a client, see Adding & Managing Clients.
Enable online payments
1. Click Enable online payments.
mePro uses Stripe for online payments. Clients can pay with major cards, and their payment details stay secure.
2. Click Continue to set up Stripe, or Skip for now to do it later.
When you’re done
The percentage on Complete your profile goes up as you finish each step. You can come back at any time to finish a step you skipped.