Unmind Connect is your central portal for managing your Unmind clients, scheduling sessions, and getting paid without the administrative hassle.
When you log into your account, you will land on the Homepage Dashboard. This dashboard displays your real-time schedule, upcoming session bookings, and new prospective client requests
Getting started
You can navigate around the platform using the left-hand menu:
Booking Options
Please review our Instant book slots help article for a step by step walkthrough on how to set your availability with Instant Book Slots.
While Instant Book is highly recommended for filling your calendar faster, you can choose not to turn on Instant Book slots, and clients will still have the option to request a booking with you. You will then be notified to review, contact the client, and accept or decline their request based on your availability.
Managing Appointments
The Appointments > Calendar page is your central scheduling hub. Here is how to manage your sessions:
To create a session: Click an available slot in your calendar, select your preferred video conferencing option, and link the relevant client. Click Save to automatically trigger an email invitation and video link to the client.
To reschedule a session: Click the session, select the Edit button in the side panel, and manually update the date or time.
To cancel a session: Click on the scheduled session and select the Delete button in the top right-hand corner of the panel.
Profile Updates
The Profile page allows you to view and update the client-facing information you set up during onboarding. To maintain platform quality and consistency, profiles are locked once live. To make changes:
Request an unlock: Contact our support team to temporarily open your profile for editing.
Make your edits: Update your bio, photo, or modalities as needed.
Re-submission review: Once you save your changes, our team will complete a quick compliance review before your updated profile goes live again.
Integrations and Settings
The Settings page is where you can set up integrations with other accounts like Zoom and Stripe, as well as manage your Connect account.