How do I set up phone consultations and add them to Zencare? – Zencare

Learn how to set up phone consultations on your Zencare Practice Management EHR, then display that calendar on your Zencare profile!

View the instructional video, or follow the step-by-step instructions below!

Video guide

Note: The video has no sound.

Go to Settings > Therapists > Click the checkbox next to your name > Click Edit.
Scroll down to the Client Portal subheading.
Click Yes under “Use Client Portal.”
Click the green Update Therapist button.

Under the same page (Settings > Therapists) > Click the checkbox next to your name > Click Availability at the top.
Add or remove available slots.

Go to Settings > Services and Fees > Click the plus sign on the top right.
Type in the Service Name (e.g. “Initial Phone Consultation”), Duration (e.g. 10min), Type (e.g. Individual), Fee ($0), and set your Availability for this service.
Under Allow on Portal, select All Clients so that all prospective clients can book a free initial call with you.
Under Bookable as Video, select Not Offered as a Video Session, unless you offer initial consultations over video call.

Go to Settings > Client Portal > You should be in the “General” tab (tabs can be found at the top) > Under “Allow clients to create account,” select “Yes - clients can create an account.” Click "Save."
Go to the Booking tab at the top > Under “Enable Booking Page,” select “Yes - Enable.” Click "Save."

Head to the Zencare Members Portal, where you can manage your Marketing profile. Log in if you aren't logged in. Trouble logging in? You can recover your login information here.
Your booking link should be automatically accessible and visible under Client Referrals > Call Calendar.
Turn the toggle to Enable Booking Link.
Click View Profile in the left hand navigation. Now your profile should have a Book Appointment button that clients can click to be taken to your clinic's booking page!