1. Start Here: Onboarding
Before setting anything up we need to know your username and your email. Username is the name that you will use on the website. Your email however will not be shown to anyone. Please use gmail as you will most probably want to use Google Calendar.
First, we will add you to our Test site before adding to our Live site.
Adress to Test site: www.test.onlinetalk.online
Login to Test site: www.test.onlinetalk.online/login
Adress to Live site: www.onlinetalk.online
Login to Live site: www.onlinetalk.online/login
After you have set up your page and product:
Your Page at Test site (username = your name): www.test.onlinetalk.online/username
Your Page at Live site (username = your name): www.onlinetalk.online/username
The test site has the address www.test.onlinetalk.online and can be used to play around with without affecting the live site www.onlinetalk.online. We just wanna make sure everything is OK before we go live with your new Profile. So keep in mind, that all the instructions 1-XXXXX below are for our test site www.test.onlinetalk.online. Make sure you are satisfied with your profile and settings in the test site before doing the exact process in the Live site.
In the Test site, you can actually test processing payments, that is, making test appointments. You can not do that in the Live site.
Information we need to know about you: username, email, your video call link, languages you give coaching in, specialization (topics you coach in), bank account number and bank information.
Please follow these instructions 1-XX to set up your profile in our test site www.test.onlinetalk.online:
2. Getting Started On Our Test Site
We will set up your page and product on the test site: www.test.onlinetalk.online2.1 Log In and Set Password
1. We need to know your username and email. Once we know your username and email, we can start adding you to our site. You will receive an email from us with your login details. Check your email in your spam folder . For this example, we show how this process looks like if your username would be Anna. For this guide, replace Anna with your username.2. Click on the first link in the email to reset your password. You should be taken to a page looking like below. Set and save your password. You can then log in. You can also always log in using the usual log in link (here for Test site): www.test.onlinetalk.online/login
2.2 Create Your Page
3.
If you are not already logged in to Admin Dashboard, then log in via this link (for Test site version):
www.test.onlinetalk.online/login
or, for Live site version:
www.onlinetalk.online/login
4. After you have logged in, go to Pages > Add New Page.
5. Use your username as the page title. In the example below, page title will be set to Anna. Make sure you are in the Text tab for the editor, and paste the following html code to the editor window:
<div class="product-div">
[product_page id="X"]
</div>
<h1 class="wp-block-heading has-text-align-center">About Anna</h1>
<p>
This is a sample text. Put some info about you. If you want to begin on a new line, use <br>
and this will be on a new line. If you want to use a space between lines use double <br><br>
and this will be one line apart.
</p>
<h1 class="wp-block-heading has-text-align-center">Another Headline – if you need one</h1>
<p>
Some more text – if you need it.
</p>
<div style="height:30px" aria-hidden="true" class="wp-block-spacer"></div>
6. There is a menu on the left side hand of the page, where you disable the page title:
7. At last, click on the Publish/Update button:
8. You have now created your page. But your page is not ready yet! Please just continue with this guide now and go to the next step number 9.
2.3 Your Product
2.3.1 Create Your Product
9. If you are not already logged in, then log in via this link (for Test site version)www.test.onlinetalk.online/login
or, for Live version:
www.onlinetalk.online/login
10. You have now logged in into Admin Dashboard. To Create your product, navigate to Products > Add new product.
11. You are now on your product page. Type in your username as Product name:
12. On the right side panel, upload at least one picture of you:
13. On the right side panel, disable title:
14. To save your product and all the changes you have done, go to the top of the page and click on Publish/Update button that will be to the right:
2.3.2 Product Settings
15.
You have to be on your product page that you that you created in steps 9-14 above. If you are not yet at your product page, in the Admin Dashboard, go to Products and click on your product name or image to edit your product .
And if you are not even logged in, then first log in via this link (for Test site version)
www.test.onlinetalk.online/login
or, for Live version:
www.onlinetalk.online/login
17.
On your product page, scroll down to the bottom of your product page till you come to the Product data section for the product.
What you have to do is:
A) Set Product data to Appointable product.
B) Check the Virtual box.
Make the following changes in the Genaral tab as market in yellow in the picture below:
C) Put in the price you want to charge into Regular price (USD $).
Here are some recommended settings for the time slot itself D)-H). You can set them differently if you want.
D) Duration should be 40 minutes – in this guide we assume that your sessions with your client will be 40 minutes. Zoom has a free plan if the meeting is maximum 40 minutes long.
E) Interval should be set to 1 Hour.
F) Padding Time should be set 20 minutes, that is the time you have between every session before meeting a new client.
G) Lead Time should be 1 Day, meaning a client can not schedule a meeting with you if the time for the meeting would occur shorter than 1 Day (24 hours) in advance.
H) Scheduling Window should be 3 months, meaning that now want anyone to schedule a meeting with you further in advance with you than 3 months.
I) Requires confirmation? is optional if you want. It means that you have to confirm every order before the appointment is confirmed and the customer pays after your confirmation and before your meeting. The order status will be Pending – Appointment waiting for confirmation.
J) Check Can be cancelled?.
K) Cancelled at least is recommended to have 1 Day (24 hours), meaning client can not cancel if the appointment is less than 1 Day (24 hour) before the start date.
L) Check Customer timezone? Very important!
18. We will now make some changes in the Staff tab as market in yellow in the picture below:
A) Set Selection to Automatically assigned.
B) Select your username under Staff and click on Assign Staff. You want to assign this product that you are creating to you, your username.
19. We will now make some changes in the Availability tab as market in yellow in the picture below:
A) Check box Auto-select?
20. To save your product settings changes you have done, go to the top of the page and click on Publish/Update button that will be to the right.
2.4 Finish Your Page
21.
You have already created your page and your product. You will now complete your page.
To complete your page you need to find your product id and replace the X in [product_page id="X"] with your actual product id. This is how you do it:
A) Find your Product id. In the Admin Dashboard, go to Products and click on your product name or image to edit your product. From you product page, locate the product id by checking the URL in your browser’s address bar. The product id is the number that appears after post= in the URL.
For example, if your URL address is:
A) Put your product id at your page. Go now to your page that you created in steps XX-XY by going to Pages and edit your page.. Make sure you are at the Text tab and replace the X in [product_page id="X"] with your product id. In this example it would be [product_page id="611"] and the replaced text would look like (
Bild på hur man byter
22. Complete your page be adding oinfo about you, please see this page as an example. www/annaexample
21.
After publishing your product, locate the Product id by checking the URL in your browser’s address bar. The Product id is the number that appears after post= in the URL.
In this example, the Product id is 611. You will use this Product ID in point XX below, where you will replace [product_page id="X"] with [product_page id="611"].
In this example, the Product ID is 611. You will use this Product ID in point XX below, where you will replace [product_page id="X"] with [product_page id="611"].
This step assumes that you have created and set your product settings, meaning you have completed 2.3 Your Product, steps xx-yy. Please wait with you editing before you have created a product (step xx) and hence got a product id.You can skip the xx-xy if you When you have a product id you can replaced the X in [product_page id="X"] with your product id. Your Page will not be finished before you have your product on your page. Without the product on your page the client will not be able to book you.
22.
If you are not already logged in, then log in via this link (for Test site version)
www.test.onlinetalk.online/login
or, for Live version:
www.onlinetalk.online/login
23. From the Admin Dashboard, can can edit your page by going to Pages and then select your page.
5. You can view your page in Test by going to
www.test.onlinetalk.online/username, or for Live site: www.onlinetalk.online/username.
You can also click on the direct permalink under the Page title from your page editor.
Replace the X in [roduct_page id=”X”] with your product id.
Publish
6. Provide info what to display on you page www.test.onlinetalk.online/username
6. Make sure that you know whether you are at the Visual or Text mode when editing. You can modify your content till you are happpy.
Your page is what your client will see and book appointment with you from the page. On your page you can write about you, your interests, hobbies etc. For a finished example of how a page could look like, please visit: www.test.onlinetalk.online/annaexample
Provide info what to display on you page www.test.onlinetalk.online/username
We need something under “About You”, that is who you are, where you live, what hobbies you have etc. We need some photos of you, your specialities (for example Anxiety, Self-esteem, Trauma), which languages you speak (for example Swedish, English). It is OK to send us a draft, and then modify it when needed. We can at any instance change this information about you, just let us know.
7. Your page will be found at www.test.onlinetalk.online/username
2.5 Set Up Time Slots
2.5.1 How Time Slots Work
When a potential client visits your page (e.g., www.onlinetalk.online/username), they will see your availability in their own local time. If, for any reason, the automatic time detection doesn’t work correctly, clients have the option to manually adjust the time zone. This ensures they view your availability in their local time, so from the client’s perspective, your availability will appear as intended.
However, you will need to set your availability based on UTC+0. For instance, if you are in Berlin and wish to be available at 21:00 (your local time), you should set your availability to 20:00 in the Admin Dashboard. To test this, you can enter a time in the WordPress Admin Dashboard and verify that it matches your intended schedule in various time zones. For example, if you enter 20:00, it should show as 21:00 in Berlin. You can also switch to New York’s time zone to confirm that clients there would see it as 15:00.
Showing the example for when you want to set up slots for 21:00 Berlin. Set availabilty as: PICTIURE Go to your user page and set timezone to youyr time
2.5.2 Example of Setting Up Time Slots
4. Let’s assume you want to work Monday-Friday 08:00-16:00, but nothing on the Saturday or Sunday. Then your Availability in your Product would look like the picture below.Note that Available = No for Saturday and Sunday.
4. Let’s assume you only want to work on Wednesdays 09:00-12:00, Saturdays 08:00-14:00 and Sundays 20:00-22:00. Then your Availability in your Product would look like the picture below.Note that Available = No for Saturday and Sunday.
4. If you work according to the picture above, that is, Wednesdays 09:00-12:00, Saturdays 08:00-14:00 and Sundays 20:00-22:00, but you want to cancel some of you availiability, you can do as this: Go to your profile Users > Profile and scroll down to the bottom of your Profile Page. Add the following rules to your Custom Availability. Your Saturday the 2024-11-09, and your Sunday 2024-11-10 bbetween 20:00 and 21:00 will not be able to book. Your Custom Availability in the Product page is for your basic/standard working hours. Your Custom Availability in your Profile page is for exceptions to your basic/standard working hours. Important, in the image, also ADD a time slot!!!, with Available = Yes for a Monday between 08:00-09:00.
6. Provide info what to display on you page www.test.onlinetalk.online/username
We need something under “About You”, that is who you are, where you live, what hobbies you have etc. We need some photos of you, your specialities (for example Anxiety, Self-esteem, Trauma), which languages you speak (for example Swedish, English). It is OK to send us a draft, and then modify it when needed. We can at any instance change this information about you, just let us know.
7. Your page will be found at www.test.onlinetalk.online/username
4. You can sync your Calendar in WordPress Admin Dashboard with your Google Calendar. You can chose One-way Sync or Two-way- One-way is rcomended because it is easy to make a mistake in Google Calendar. Make a page /c and add your Calendar (
4. You can see your appointments by going to Appointments > Calendar. You can also see your appointmnets Appointments > All Appointments. Please, remember all times are in UTC+0. If you want to see in your time zone, there are a couple of things you can do.
4. Different types of Order Status.
Order Status
Unpaid: Appointment requires payment. Order hasn’t been paid for.
In-cart: Appointment is in cart. Order hasn’t been paid for.
Pending: Appointment waiting for confirmation.
Confirmed: Appointment is confirmed. Still requires payment.
Paid: Appointment has been paid. Order is not complete yet.
Cancelled: Appointment has been canceled.
Complete: Appointment has been paid. Order is also complete.
4. Please remember, you will have to replace the X in [product_page id="X"] with your actual product id. You can not get a product id before you have created a product, which is step number XX-YY in this guide. For now, just leave [product_page id="X"]. 21.
After publishing your product, locate the Product ID by checking the URL in your browser’s address bar. The Product ID is the number that appears after post= in the URL.2.6 Calendar and Appointments
Types of Order Status:
Unpaid: Appointment requires payment. Order hasn’t been paid for.
In-cart: Appointment is in cart. Order hasn’t been paid for.
Pending: Appointment waiting for confirmation.
Confirmed: Appointment is confirmed. Still requires payment.
Paid: Appointment has been paid. Order is not complete yet.
Cancelled: Appointment has been canceled.
Complete: Appointment has been paid. Order is also complete.
ending: Appointment waiting for confir2.7 Sync With Google Calendar
2.8 Payment: Stripe and PayPal
3. Getting Started On Our Live Site
We will set up your page and product on the Live site:www.onlinetalk.online:4. The Session With Your Client
Calendar
www.test.onlinetalk.online/username, or for Live site: www.onlinetalk.online/username.
For this example, your page would be www.onlinetalk.online/anna.
You can also click on the direct permalink under the Page title from your page editor.
You can always later change your password in Users > Profile
For example: https://www.test.onlinetalk.online/wp-admin/post.php?post=611&action=edit
In this example, the Product ID is 611. You will use this Product ID in point XX below, where you will replace [product_page id="X"] with [product_page id="611"].