Purpose
This document serves as a central guide to help practitioners set up and customize their Practitioner Hub on the Be On platform. It links to detailed instructions for each aspect of the hub configuration, ensuring that practitioners can easily navigate and utilize various features to enhance their digital presence and operational efficiency.
Overview of Setting Up the Practitioner Hub
After creating your Practitioner profile, various components need to be configured to fully establish your Practitioner Hub. Below, you will find an overview of each component with links to detailed guides that provide step-by-step instructions.
Components of the Practitioner Hub
Profile
Purpose: Update your business profile with detailed information and professional credentials to represent your practice to potential clients accurately.
Steps:
Navigate to Settings -> Profile on the left navigation.
Enter or update your qualifications, specialties, and any other relevant information.
Save changes to update your profile.
Detailed Guide: Update Your Practitioner Profile (coming soon!)
Services
Purpose: Define and describe your services, providing clear and comprehensive information to help clients understand what you provide.
Steps:
Navigate to Settings -> Services on the left navigation.
Add or edit details about each service, including descriptions, pricing, and duration.
Save changes to ensure all service information is up-to-date.
Detailed Guide: Manage Your Services (coming soon!)
Team Members
Purpose: Manage access permissions and roles for other team members to collaborate effectively on client management and journey customization.
Steps:
Navigate to Settings -> Team Members on the left navigation.
Add new team members and define their access level.
Save changes to update team settings.
Detailed Guide: Team Member Collaboration (coming soon!)
Designer
Purpose: Customize your digital presence using templates, presets, forms, and fields to support client journeys and reflect your unique approach and services.
Steps:
Navigate to Designer on the left navigation.
Leverage the Template Builder to create a template based on an existing template and align it to your service offering.
Create the templates you need to organize your services into distinct journeys.
Detailed Guide: Customize Your Digital Presence (coming soon!)
Troubleshooting and Support
If you encounter issues or need further assistance while setting up your Practitioner Hub, please contact our support team through the following:
Support Link: https://support.beonpurpose.io
Recommendations
Regular Updates: Keep your profile and service descriptions up-to-date to reflect any changes in your practice.
Engage with Features: Explore additional features and functionalities regularly to continually enhance your client's experience and your operational efficiency.
Conclusion
Properly setting up your Practitioner Hub is crucial for maximizing the effectiveness of your presence on the Be On Platform. This central guide links to detailed instructions for each component, facilitating a smooth and efficient setup process. We are committed to supporting you in creating a powerful and professional digital presence.