For counselling centres

For centre leads and the office: team, licences and in-person cases.

• Setting up your centre For centre leads. How your centre gets started, how to invite your team and what you find when managing your centre.
• Managing the team For centre leads. How to invite counsellors and the office, approve people, change roles and remove someone from your centre.
• Handing over cases For centre leads. How to pass rooms on to a colleague when someone leaves or is away for a long time, and how a case without a counsellor gets someone again.
• Your centre's public page For centre leads. What is on your centre's page, how to upload a logo or picture, what the platform operator adds and when you appear in the directory.
• Licences, invoices and trial For centre leads. How to book and assign licences, how billing works, where to keep your billing details and what happens after the trial.
• Your centre's statistics For centre leads. Which figures the statistics show, what is counted and what is not, and how to download them for a report.
• The office For the office and the centre lead. How to create in-person cases, keep contact details up to date and add appointments for counsellors.
• Retention and deletion For centre leads. How long closed cases are kept, how to choose the retention period for your centre and what happens on deletion.
• Connecting Zoom For centre leads. How to connect your centre's Zoom account, match the counsellors and disconnect Zoom again.

Can't find your question? Write to us and we will add it to the help.