User Guides

Provider Portal User Guide

Set up your profile, list services, manage bookings, and get paid.

  1. Getting started with the Provider Portal

    Reach the portal, create and verify your account, and tour the workspace.

  2. Setting up your business profile

    Add your business details, categories, service area, and identity verification.

  3. Creating services and setting pricing

    Build a service in six steps and set your pricing.

  4. Managing your schedule and availability

    Set working hours, slot length, daily caps, and holidays.

  5. Managing bookings

    Accept, reschedule, cancel, and complete bookings.

  6. Managing staff

    Add staff, assign them to services, and manage leave.

  7. Boosting a service with Service Boost

    Pay to rank a service higher and track your results.

  8. Getting paid: payments and payouts

    Set up payouts, understand fees, and download invoices.

  9. Reviews, ratings and building trust

    Respond to reviews and build trust with your portfolio.

  10. Showing up in search and understanding analytics

    Improve your ranking and read your analytics.

  11. Notifications and account settings

    Control notifications and manage account and security settings.

  12. Troubleshooting and FAQ

    Fix common problems and find quick answers.
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