Why your profile is also your shopfront
In PracFlow your profile does double duty. It holds the operational settings that make scheduling and payouts work, and it supplies the content on the public page where clients read about you and book. A thin profile still functions, but it converts far fewer enquiries into bookings.
Profile Settings shows a completion bar with five stages, and works through them in a sensible order.
| Stage | What to add | Why it matters |
|---|---|---|
| Basic info | Name, profile photo, contact details | Appears on your public page, invoices and client emails. |
| Professional details | Credentials, specialties, languages, profession | The main thing clients filter and judge you on. |
| Availability | Working hours and leave | Without this there are no bookable slots at all. |
| Payment | Bank details and tax identity document | Required before PracFlow can pay out money collected online. |
| Offerings | At least one service | Clients cannot book anything until a service exists. |
Claiming your profile handle
Your handle is the readable part of your public address. With the handle jane-doe your page is at https://pages.pracflow.ai/jane-doe. Without a handle, PracFlow falls back to your internal ID, which works but looks unprofessional in a message or on a business card.
Edit your handle from Profile Settings. PracFlow checks availability as you type, because handles must be unique across the platform. Keep it short, use your practice or professional name, and separate words with hyphens.
Changing a handle breaks old links
Your handle is part of every link you have shared. If you change it, previously shared links stop resolving. Settle on a handle early and treat it as permanent once you have printed it or put it in your social profiles.
Customising what clients see
Profile Customisation controls the public page itself rather than your operational settings. This is where you write the content that persuades someone to book.
- Bio and approach written in a rich text editor, so you can use headings and lists rather than one long paragraph.
- Specialties and languages, which help clients self select and reduce mismatched enquiries.
- Frequently asked questions, the best place to pre-empt questions about fees, session length and what to expect.
- Testimonials from clients who have agreed to be quoted.
- Images: profile photo, cover image, logo and footer image. On a group practice these double as practice branding.
- Page template, which changes the layout and emphasis of the public page.
Who can edit this
Profile Customisation is restricted to practice owners. Team members with the admin or member role are redirected away from it, because it controls practice-wide branding.
Bank details and getting paid out
If you collect money online, PracFlow needs somewhere to send it. Add your bank account and upload your tax identity document in the payment stage of Profile Settings. Until this is complete, online payments can be collected but not settled to you.
You can also control whether your phone number is visible publicly, and set your currency, country and timezone. Changing currency after you have taken payments does not convert historical amounts, so set it correctly before you start selling.
Could not find what you needed? Email support@pracflow.ai or use the Need Help button in your dashboard.