What to Do After You Are Booked

Congratulations on securing a new client! Here’s a streamlined checklist of what happens after a booking is confirmed:

1. Clients pay securely upon booking using Sofia Health's integrated payment system.
2. If you've added an intake form, it will be sent out automatically to the client. 
3. Both you and your client receive a confirmation email with a calendar invite.
4. You can initiate and manage chats with your client directly through the platform. 

To view your bookings:

1. Go to sofiahealth.com and in the top right corner select "Sign in".
2. Select "Calendar” in the top menu. 
3. On the right side, you will be able to see your bookings. From here, you can sort and manage your appointments.

How Will I Get Paid?

Payments are deposited directly into your linked account after a client books.

Learn more about getting paid on Sofia Health here.

How Do I Contact the Client?

After booking confirmation, feel free to initiate a conversation with your client. Use the chat feature to share any important information or updates before your session.

To message a client:

1. Go to sofiahealth.com and "Sign In".
2. From the top menu, select "Calendar."
3. On the right side, you will see your bookings. Find the client you want to message.
4. Below the client’s name, click on the message icon.
5. Enter the subject and your message.
6. Click "Send."

By following these simple steps, you're well on your way to a successful session with your new client!