Zencare Marketing Dashboard Overview

The Dashboard

The Dashboard is a hub where you will find all of the important information to complete your profile.  On the right hand side you will find the navigation menu.  In the main area you fill find actions that you can take to create and improve your profile.

Profile Wizard

The Profile Wizard gives you a quick rundown of the tasks you need to complete in order for your profile to be ready. As you go through the wizard you can complete the steps in any order.  You can also save and exit to return to the dashboard, or preview your profile at any time based on the information you have already entered.  Finished tasks will have a check mark and will be marked as Completed. 

If you select the Complete Set Up button, you will be taken to the next incomplete task, labeled as To Do, in the list.  

As you move through the account setup, you will see a progress tracker at the top of your screen that indicates where you are in your setup journey.

Optional improvements to your profile can be made under the Let's strengthen your profile! section.  Completing these will help your profile stand out.

Availability & Locations

The Availability & Locations section allows you to configure when and where you are available, as well as set an automatic responder for when you are away from your practice and add any additional notices that you may need to communicate to prospective clients.

Availability Updates

Here you can select whether or not you are accepting new clients at any of your locations.  Simply select Yes if you are accepting new clients at this location, Waitlist if you want clients to be put on a waitlist for future availability, or No if you are not accepting new clients at this time.

Vacation Responder

Here, you can configure an automated message to send to clients if you are away for an extended period of time.  You can toggle this message Off or On in the upper right.  You select an Start Date and End Date for the duration you will be unavailable below.  Finally you can enter an Out of Office Message for clients trying to reach you during the selecting duration.  Once you are finished, select Save at the bottom of the Vacation Responder area.

Notices

Here you can add a notice or display other information about your practice.  To begin select Edit within the Notices box.

Practice Locations

To begin, select Add a New Location at the bottom of the Practice Locations box.  This will open the Add a new location window.  Select whether or not sessions will be In-person or Online Session, then select whether or not you are accepting new clients at this practice, or if they need to go on a wait list.  

Next, enter the Address for your practice.  Then, under Practice Details, toggle whether or not This office is ADA accessible, and whether or not you would like the address to be displayed on your profie.

You can select the Open Appointment Times next.  Select the check box next to the desired timeframe you are available to see clients at this location.

Finally, set the Regular Practice Hours you typically see clients.  Check the box next to the day of the week, and then enter the specific time in the box next to the day.  When you are finished, select Create Location.

Client Referrals

The Client Referrals section allows you to manage how you connect with clients, from setting availability on the Call Calendar for phone consultations and intake sessions, sending or receiving Client Messages, or viewing the Full Client list.

Call Calendar

The Call Calendar configure your availability for phone consolations and restrict times for when you are regularly busy. It is broken up into three sections; Calendar Status, Sessions, and Upcoming Appointments.

Calendar Status

The Calendar Status toggle lets you choose between either Show Calendar or Hide Calendar.  If you select Hide Calendar, clients will not be able to view your availability and any availability that has been selected will disappear, though it won't be deleted from the system if you re-enable the calendar.  

If you re-enable the calendar by selecting Show Calendar you will be reminded to check and set your time zone if it no longer matches the one you are currently in.  Next, the Create Availability window will appear so you can enter any changes you need to make to your availability.  After selecting Save, your calendar will be shown to clients again.

You can learn more about setting up availability as well as other calendar functions here.

Sessions

You can learn more about Session Types here.

You can learn more about the Call Calendar and its features such as Two-Way Sync here.

Upcoming Appointments

You can see Upcoming, Past, and Cancelled appointments by selecting the appropriate tab in the Upcoming Appointment section under the Call Calendar.

Client Messages

You can learn more about Client Messages here.

Full Client List

The Full Client List gives you access 

View Profile

Here you can preview your profile before it is published or view your profile after it has gone live.

Edit Profile

See Editing your Zencare Marketing Profile for more information.

Account Benefits

Trust Badge

The Zencare Web Badge can be added to your website to increase search rankings and add visibility for your profile on the platform elsewhere.  You can manually copy the HTML code for a webpage by selecting the Copy Code button or copying and pasting the code manually. 

Photo/Videoshoot

Here you can book either a remote or in-person photoshoot.  To book a remote photoshoot, simply select the Book Remote Session button. 

To book an in-person session select drop down for the state you are in and the select the link for the Individual Practice or Group Practice you need under the city in which you reside.

Once you have made your selection, you will need to pick a day and time in which to schedule the shoot.

Practice Resources

Here you can find a number of resources that can help you run your practice such as Phone Consult Tips, a guide on Increasing Referrals, Membership Tips, information on Photo Licensing, a handy Fee Calculator, and a link to Refer other clinicians to Zencare.

Support

Finally, the Support section has a link directly to Contact Zencare support with any questions you may have as well as to this very knowledge base in our Help Desk.