If you work in a clinic and the clinic owner invited you to mePro, your Complete your profile checklist is shorter. Your clinic owner sets up the locations, branding, team, services and payments, so you only set your own hours, sync your calendar and add your clients.
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.
Tip: If you run your own practice or own the clinic, see Complete your profile: solo therapists and clinic owners instead.
Open the checklist
1. At the top of any page, click Complete your profile.
The checklist opens on Get started with mePro. It has four steps: Verify email, Set your availability, Sync your calendar and Add your clients. Verify email already shows a checkmark, so you start at 25%.
Set your availability
1. Click Set your availability, then click Set availability.
Your availability shows on your online booking link, so clients can book you online. 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. Turn on each day you work, and set your hours.
Click the switch next to a day. A time range appears, starting at 09:00 AM – 05:00 PM. To change it, click the clock icons.
For each time range, choose Virtual (camera icon), In person (location pin), or both, and Bookable online (calendar icon) or Contact therapist (speech bubble). To split a day, click + Add hours. To remove a time range, click its trash icon.
4. Check the time zone, then click Set Availability.
5. Review your week.
Your availability now shows in the checklist, and Set your availability has a checkmark. You can change your hours here at any time.
6. If you made changes, scroll down and click Save availability. Then click Next.
Sync your calendar
1. Click Sync your calendar, then click Sync now.
To do this later, click Skip for now.
2. In Sync calendar, turn on the options you want, then click Sign In With Google.
3. 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.
The sync options are the same as for solo therapists and clinic owners. See Complete your profile: solo therapists and clinic owners, or Google Sync.
Add your clients
1. Click Add your clients, then click Add client.
To do this later, click Skip for now.
2. Fill in Add a new client.
Enter the client’s First name, Last name and Email. Phone number is optional.
Optional: choose Assessments and Forms to email to the client after the invite.
Optional: under Existing information, click Upload your files to add documents about the client. Files must be PDF only, max 10 MB per file.
3. Click + Add client.
Your client gets an email invite, and Add your clients gets a checkmark.
For more on adding clients and what they see, see Adding & Managing Clients.
When you’re done
Your progress on Complete your profile goes up as you finish each step. Once every step is done, the Complete your profile button no longer shows at the top of the page.