Your schedule, your page, your earnings

1. 1Open the email and tap Set up my account.
2. 2Choose a password (eight characters or more).
3. 3Tick the platform terms. They cover how you use the booking system; your working agreement is with the clinic, and nothing here changes it.
4. 4Tap the button to finish. You are taken to the sign-in page.

Note: You stay fully independent. The clinic confirmed your licensure and your agreement with them when they sent the invite; Aperta Health never manages you.

1. 1Go to the sign-in page and enter your email and the password you just set.
2. 2You land on Home. The sidebar (or the bottom bar on a phone) lists Home, Schedule, My Hours, My Services, My Clients, Earnings and My Page.
3. 3Bookmark it — the address is the clinic's site, and your portal opens from the same sign-in every time.

1. 1The first six items live on My Page (step 4).
2. 2At least one service lives on My Services (step 5).
3. 3Your weekly hours live on My Hours (step 6).
4. 4Nothing is published until all eight are in, so you can take your time with the wording.

1. 1Enter your credential as it appears on your license (LMT, for example) and your license number and state.
2. 2Upload a photo. You crop it on screen; a square head-and-shoulders shot reads best on your page.
3. 3Write a short bio in your own words — two or three sentences is plenty.
4. 4Choose your page address. It becomes the link you hand out, so make it the thing clients would type: your name and what you do. It must not clash with a clinic's address, and the form tells you if it does.
5. 5Add your cell phone if you want a text each time someone books you. Clients never see it.
6. 6Save. Your login email is shown here but cannot be changed on this form.

Note: The disclosure on your page is written for you: "Lisa Brown is an independent licensed massage therapist practising at Active Wellness Chiropractic." It uses your credential, so get that field right.

1. 1Tap the form at the bottom, give the service a name clients will recognise, choose its length and type the price.
2. 2Add service. It appears in the list above and, once your page is live, on your page as a bookable option.
3. 3Edit changes any of the three; Archive takes a service off your page without deleting it, and Restore brings it back.
4. 4There is one price for everyone. The clinic's membership discount applies to chiropractic visits, not to your services, and your page says so.

1. 1Tick each day you work. A ticked day gets an opening and a closing time; an unticked day shows Off.
2. 2Set the times and tap Save hours. Clients are offered start times inside your window that leave room for the service they chose.
3. 3Add a day off for a date you will not be in, with a reason if you like. It is removed with one tap when plans change.
4. 4Your hours are yours alone — they never appear on the clinic's chiropractic calendar as open time.

1. 1Open Home: it now says "Your page is ready" and shows your address.
2. 2Share the address anywhere you like — a text, a business card, your social accounts. It is yours to market.
3. 3A client who books from your page gets a confirmation text and email from the clinic, naming you, and a reminder the day before.
4. 4You are told of every booking by email (and by text, if you added your cell) so you never have to watch the calendar.

Note: You are listed on the clinic's page as "Also at Active Wellness", and nowhere else on the network. Your page is the place to send people.

1. 1Pick the day with the arrows or the date box at the top; it opens on today.
2. 2Each visit shows its time, the client, the service, anything the client wrote when booking, and its status. A completed visit shows what was recorded.
3. 3Session note, Cancel visit and Complete visit are the three actions, covered in the next steps.
4. 4The clinic's front desk can also book clients onto your calendar from their side; those visits appear here like any other.

1. 1On the visit, tap Session note. A panel opens with a text box.
2. 2Write what you want to remember next time — areas worked, pressure, anything to avoid, what you suggested.
3. 3Save. The button on the visit changes to Session note ✓ so you can see at a glance which visits have one.

1. 1Tap Complete visit on the visit.
2. 2The service that was booked is already listed. Add another if the visit grew (a client who upgraded to 90 minutes, say), or remove one.
3. 3Choose Paid by — Card, Cash, Check or Other — and check Taken today matches what the desk took.
4. 4Tap Complete visit. The visit is marked done and the amount lands in your Earnings. A visit you do not complete is not counted.

Note: Taken today cannot exceed the total: a visit cannot be overpaid here. If the client paid less than the total, record what was taken; the desk handles the balance.

1. 1Tap Cancel visit on the visit. A prompt asks for a reason (optional) and confirms; OK cancels it.
2. 2The client is told by text and email. The clinic's desk is told too.
3. 3To move a visit instead, tap Move visit: pick a new day, choose one of your open times, and tap Move. The client is texted and emailed the change with both times named, and the desk is told. The confirmation code stays the same.

1. 1Search by name, phone or email.
2. 2Open a client to see how to reach them, every visit they have had with you, and your session notes in one place.
3. 3A client becomes a patient of the clinic when they book you, which is how they get a portal and reminders; their chart belongs to the clinic and does not appear here.

1. 1The first line says the terms: who takes payment and what percentage is yours. If you take payment yourself, it reads the other way round — what you owe the clinic.
2. 2Collected is the sum of what your completed visits recorded, after any refund the desk gave back.
3. 3Your share is Collected times the percentage. The clinic sees the same number on its side, so you are both reading one figure when you settle.
4. 4Nothing here moves money. When and how you are paid is in your agreement with the clinic.

1. 1Confirmation on booking, a reminder the day before, and a notice if a visit is cancelled — all from the clinic's number and address.
2. 2The confirmation carries one line inviting the client to meet the clinic's chiropractor. Your page has the same invitation. That is the relationship working both ways.
3. 3If the clinic later gives you a phone line of your own, the sender becomes "Lisa at Active Wellness Chiropractic" and replies come to you instead.