Can a practitioner and client reschedule a session?
Yes, a practitioner and client can reschedule/unschedule a session till allowed duration(set by Admin). To reschedule a session:
- Sign in to the account. Go to "Sessions".
- The scheduled session will be listed under the "Sessions".
- Click on the "Reschedule Session" icon of the missed session
- A pop-up box will open. Mention a comment for rescheduling the session or the client and click "Send".
Is there any feature to record audio and video?
The audio/video recording feature depends on the third-party API integrated into the system. The API currently integrated is AtomChat that does support the recording functionality. However, we are coming up with a new release of Yo!Coach with a new API - LessonSpace that supports audio/video recording.
How can clients schedule a session?
To schedule a session:
- Sign in to the account. Go to "Practitioners," which will open a list of Practitioners registered on the portal.
- Select a practitioner with whom you want to schedule a session and go to his/her profile.
- Clients can now either book a free trial session or purchase a session.
- Booking a free trial will open the availability calendar of the Practitioners. Clients can then select a date and time from the calendar and confirm the booking.
- To purchase a session, Clients are required to make the payment and further schedule the session cording to the Practitioner's availability.
How do new clients get started?
- To get started on the platform, clients are required to register with their email account and verify it by clicking the link sent to their email address.
- After verification, clients can log in and set up their profile by adding a picture, phone number, country, timezone, etc.
- Practitioner can then search for clients based on their requirements by entering the service name.
- After shortlisting a practitioner, clients can book a free trial session to better understand the practitioner and see if they are a good fit.
- Following that, clients can select a suitable practitioner and continue with their sessions or webinars.
What are the trial sessions? How can clients schedule trial sessions?
- Trial sessions are the initial meetings between the practitioner and clients, serving as a way of exchanging introductions.
- Practitioner provide a brief demonstration, so both parties can decide whether working together is a good fit.
Clients can book trial session by:
- Finding a Practitioner they want to book a trial with.
- On the Practitioner detailed information page, they will see a 'Book Free Trial' button.
- Clicking the 'Book Free Trial' button will open the availability calendar, allowing the selection of a date and time for the trial sessions.
- Click 'Book Lesson', which will redirect to the checkout page where you need to 'Confirm Order'. Your trial session is then booked.
- The system allows each student to take one trial lesson per Practitioner.