Basic topics
How to Register on the Website
To register on the website, follow these steps:
- Click on the User Icon:
- On the top right corner of the page, click on the user icon to open the sign-in menu.
Create an Account:
- In the sign-in menu, click on “Create an Account”. This will redirect you to the registration page where you can create a new account.
Sign In if You Already Have an Account:
- If you already have an account, you can enter your username and password in the sign-in menu and click “Login” to access your account.
By following these steps, you can easily register or sign in to your account on the website.
Create an Account on the Website
To register on the website, follow these steps:
Click on the User Icon:
- On the top right corner of the page, click on the user icon to open the sign-in menu.
Create an Account:
- In the sign-in menu, click on “Create an Account”. This will redirect you to the registration page.
Registration Page:
- On the registration page, you have three options:
- Login: If you already have an account, enter your username or email address and password, then click “Log in”. If you’ve forgotten your password, click “Lost your password?” to reset it.
- Become a Customer: Enter your email address and create a password, then click “Register” to create a buyer account.
- Become a Vendor: Click “Become a vendor” to join the community of therapists and start selling your educational and therapeutic materials.
By following these steps, you can easily register or sign in to your account on the website.
1. Access the Products Section
First, we need to click on the “products” option in the sidebar menu.
2. Create a New Product
Next, click on the “Add New” button to add a new product.
3. Configure the Product
Now, we can start creating the new product. Make sure to leave the “Simple Product” option selected.
These three options represent the type of product we want to create:
- Catalog: Represents a physical product such as a book, magazine, or any other tangible item.
- Virtual: Represents a product that is a digital asset.
- Downloadable: Represents technological products that will be available for download upon purchase.
Fill in Product Information
- Product Title: Enter the product title here.
- Price: This field represents the full price of the product.
- Sale Price: If you want to offer a discount, you can enter the final sale price here.
Add Description and Media
- Short Description: Add a brief description of the product.
- Description: Provide a more detailed description of the product.
- Add Media: You can add images or videos of the product by clicking on “Add Media”.
Add Categories and subcategories
- Categories: Select the appropriate categories for your product. This helps in organizing your products and makes it easier for customers to find them.
For now, the Brands and Tags sections will not be used. Ensure that you provide as much information as possible and use high-quality images to attract potential customers. Once you have filled out all the fields, you can publish the product to make it available on your website.
Inventory Settings for Your Product
In the Inventory section, you can manage various aspects of your product’s stock.
- SKU: Enter the Stock Keeping Unit for your product. This is a unique identifier for tracking inventory.
- Manage Stock?: Check this box if you want to manage stock for this product manually.
- Stock Status: Select the current stock status of the product. The default option is “In stock”.
- Sold Individually: Check this box if you want to limit the product to one per order.
- Allow Backorders?: This option should always be set to “Do not allow” to prevent customers from ordering out-of-stock items.
Make sure to fill out these fields accurately to ensure proper inventory management.
Setting Up Downloadable Products with Multiple Files
In the Downloadable section, you can configure the details for digital products that customers can download after purchase. You can also add multiple files by clicking on the plus icon to create additional forms.
- Name: Enter the name of the downloadable file. This is the name that customers will see.
- File: Upload the file that customers will download. Click on the “Upload” button and select the file from your computer.
- Download Limit: Set the number of times a customer can download the file. The default is “Unlimited”.
- Download Expiry: Set the number of days after purchase that the download link will expire. The default is “Never”.
To add another file:
- Click on the plus icon (+) next to the current form.
- A new form will appear, allowing you to add another downloadable product with its own name, file, download limit, and expiry settings.
Ensure that all required fields are filled out and the files are uploaded correctly. This setup will allow you to provide multiple digital products to your customers seamlessly.
Finalizing Your Product
At the bottom of the page, you will find two buttons:
- Draft: Click this button to save the product as a draft. This allows you to save your progress without publishing the product, so you can return to it later to make further modifications.
- Submit: Click this button to save and publish the product to your store. This will make the product available for customers to view and purchase.
Make sure to review all the information before clicking “Submit” to ensure everything is accurate and complete.
How to Search for a Therapist on Collaborate4Kids
To find a therapist near you, use the search filters located on the Connect & Consult page. You can refine your search by:
- Store Name: Type the store’s name if you know it.
- Category: Choose from various categories of therapy or services.
- Location: Select the country or region.
- State and City: Narrow down your search to a specific state or city.
Once you set the filters, the map and list of available therapists will update to show relevant results.
How to Create an Online Consultation Product with Jitsi Meet
Access the Admin Dashboard: Log in to your account and navigate to the admin dashboard of your website.
Go to the Jitsi Meet Section: On the left-hand side menu, locate and click on the “Jitsi Meet” option.
Create a New Meeting:
- Inside the “Jitsi Meet” section, click the “Add New” button at the top right corner.
- Fill in the required fields to set up your meeting.
Meeting Settings Fields:
Title:
- Enter the title of the meeting. This is the name that will be displayed for the meeting.
Recurring Meeting?
- Toggle this option if the meeting should occur repeatedly (e.g., daily or weekly). Leave it off for one-time meetings.
Start Date/Time:
- Set the starting date and time for the meeting. The time is displayed in GMT.
End Date/Time:
- Displays the meeting’s end time (this field might update automatically based on the duration entered below). Currently, it shows “Meeting not ended yet.”
Duration (hr):
- Specify the estimated duration of the meeting in hours.
Password:
- Create a password for the meeting. Participants will need this password to join, adding a layer of security.
Should Register:
- Toggle this option if participants must register to join the meeting. Leave it off for open meetings.
Width:
- Set the width (in pixels) for the meeting window when it’s not in fullscreen mode. Default value: 1080 pixels.
Height:
- Set the height (in pixels) for the meeting window when it’s not in fullscreen mode. Default value: 720 pixels.
Welcome Page:
- Enable or disable the welcome page for the meeting. Toggle it on to show the welcome screen when participants join.
Yourself Muted:
- Toggle this option to start the meeting with your microphone muted by default.
Start Audio Only:
- Toggle this option to begin the meeting in audio-only mode, disabling video for all participants.
Start Audio Muted:
- Set the number of participants after which their audio will be muted upon joining the meeting.
Start Silent:
- Toggle this option to disable local audio output (useful for silent sessions or one-way presentations).
Video Resolution:
- Choose the preferred video resolution for the meeting. The default in this example is 720p.
Max Full Resolution:
- Define the maximum number of participants who can join the meeting with the default resolution.
Start Video Muted:
- Toggle this option to start the meeting with your video muted.
Video Muted After:
- Set the number of participants after which their video will be muted upon joining the meeting.
Screen Sharing:
- Toggle this option to enable or disable screen sharing for the meeting.
Hide Jitsi Sidebar:
- Enable this option to hide the sidebar in the Jitsi meeting room interface.
Simulcast:
- Toggle this option to enable or disable simulcast, which optimizes the streaming of video quality for different participants based on their network conditions.
Review Created Meeting:
- After creating the meeting, return to the Jitsi Meet section in the dashboard.
- You will see the meeting listed, along with its Name, Creation Date, and available Actions (Edit, View, or Delete).
Navigate to the Products Section:
- In the left-hand menu, click on Products to access the section where you can create a new product.
- This step ensures that the meeting you created can be linked to a purchasable product in your store.
Create a New Product:
- Within the Products section, select the option to Add New Product.
- Fill in the required details, including the product name, description, and pricing, etc.
- Select the Jitsi Meet type to associate the meeting you created earlier with this product.Save your changes to create the meeting.
Linking the Meeting to a Product.
Selecting the Virtual Product Type
When creating a new product, select “Bookable product” from the dropdown menu at the top. This product type is designed for services that can be booked, such as consultations or appointments.
Options for Customization:
- Catalog: Check this box if you want the product to appear in the catalog.
- Has Resources: Select this option if you want to attach downloadable resources or materials for the consultation.
- Has Persons: Enable this option if multiple participants are allowed to join the consultation.
- Virtual: Choose this for a standard online consultation setup where no physical presence or additional resources are required.
Linking the Product to Jitsi Meet- Scroll down to the additional product settings sections.
- Locate the “Jitsi Meeting” section in the left-hand menu of the product editor.
- Check the box labeled “Meeting Product?” to link the product to a previously created Jitsi Meet meeting.
- This action will associate the meeting with the product, enabling customers to purchase and access the session seamlessly.
- Click on the dropdown and select you as a host for the meeting.
Booking Options Configuration for Consultation AvailabilityBooking Duration:
- Set the duration for each booking. In this case, it is configured as Fixed blocks of 1 Day(s). You can adjust this to match your consultation time slots (e.g., hours or days).
Calendar Display Mode:
- Choose how the booking calendar is displayed to users.
- Example: “Calendar always visible” ensures that the calendar is accessible at all times for users to select their preferred date and time.
Requires Confirmation?:
- Check this box if the booking requires admin approval or confirmation before it is finalized.
- Note: If enabled, payment will not be taken during checkout. This is useful for consultations that need manual review or verification.
Can Be Cancelled?:
- Check this box if users are allowed to cancel their bookings after they have been confirmed. This adds flexibility for clients while maintaining clear policies.
Availability Configuration
Max Bookings Per Block:
- Set the maximum number of bookings allowed for each block of time.
- Example:
1
ensures only one booking can occur per time block.
Minimum Block Bookable:
- Define how far into the future a user can book the earliest time block.
- Example:
0 Month(s)
allows users to book starting immediately.
Maximum Block Bookable:
- Define how far into the future bookings are allowed.
- Example:
12 Month(s)
allows bookings up to a year in advance.
Require a Buffer Period:
- Add a gap (in days) between bookings to avoid back-to-back scheduling.
- Leave blank for no buffer period.
Adjacent Buffering?:
- Check this box to ensure buffer periods are applied to adjacent bookings.
All Dates Are…:
- Set the default availability of dates:
- Example:
Available by default
means all dates are open unless restricted.
- Example:
- Set the default availability of dates:
Check Rules Against…:
- Determine which blocks are evaluated for availability rules:
- Example:
All blocks being booked
checks all selected blocks against availability rules.
- Example:
- Determine which blocks are evaluated for availability rules:
Restrict Selectable Days?:
- Check this box if you want to limit which days can be booked.
- Restricted Days: Use this field to specify the days (e.g., weekends or specific weekdays) that are unavailable.
First Block Starts At…:
- Define the starting time for the first booking block. Leave blank if bookings can start anytime.
Rules Section
Type:
- Select the type of rule you want to apply.
- Example:
Date range
allows you to restrict availability based on specific dates.
From / To:
- Define the date range for the rule.
- Example:
YYYY-MM-DD
specifies the start and end dates.
Bookable:
- Set whether blocks within this rule are Bookable (
YES
) or Not Bookable (NO
).
- Set whether blocks within this rule are Bookable (
Priority:
- Assign a priority level for the rule (lower numbers override higher numbers).
- Example:
10
sets a lower priority, which can be overridden by a rule with a priority of9
.
Publish the Product:- Once all the fields are complete, save and publish the product.
- The product will now be available in your store for customers to purchase and book their online consultations.
- Within the Products section, select the option to Add New Product.
How Clients Can Purchase and Book a Virtual Consultation
Viewing the Product:
- The client navigates to the product page, where they can see the details of the virtual consultation, including:
- Name of the consultation (e.g., “Tutoring”).
- Price (e.g., “$25.00”).
- A description of the service, explaining what the consultation entails.
- The client navigates to the product page, where they can see the details of the virtual consultation, including:
Selecting a Date and Time:
- Below the product information, the client sees an interactive calendar showing available dates for the consultation.
- Available days are highlighted in green. The client can click on a specific day to view the time slots available for booking.
- Time slots (e.g., “7:00 am”) are displayed below the calendar. The client clicks on their preferred time to select it.
Booking the Consultation:
- After selecting a date and time, the booking cost is confirmed at the bottom of the page (e.g., “$25.00”).
- The client clicks the “Book now” button to proceed to the checkout process.
Completing the Purchase and Receiving Confirmation
Proceed with the Normal Checkout Process:
- After selecting the consultation product and booking a time slot, proceed to the checkout page.
- Provide the necessary payment details and complete the purchase.
Receive a Confirmation Email:
- Once the purchase is processed, the client will receive a confirmation email with all the details of the booking.
- The email will include:
- Order Number (e.g., #11534).
- Product Name (e.g., “Tutoring”).
- Date and Time of the scheduled session (e.g., “December 20, 2024, 7:00 am”).
- Payment Information (e.g., total cost, payment method).
Access Booking Information:
- The email may include a link to view the booking details or access the session (e.g., “View my bookings”).
- This email ensures the client has all the necessary details to prepare for their consultation.
Accessing Your Booked Consultations
Navigate to the Bookings Section:
- Log in to your account and go to the “Bookings” section on the left-hand menu.
- This page displays all your scheduled consultations, divided into two categories:
- Today’s Bookings: Lists consultations scheduled for the current day.
- Upcoming Bookings: Lists consultations scheduled for future dates.
Review Consultation Details:
- Each booking entry includes:
- ID: The unique booking ID.
- Booked: The name of the consultation or service.
- Order: The order number associated with the booking.
- Start Date and End Date: The scheduled start and end times of the consultation.
- Join Link: A clickable link to join the virtual consultation.
- Status: The payment or booking status (e.g., “Paid”).
- Each booking entry includes:
Join the Virtual Call:
- At the scheduled time, click the “Join” link next to your booking to access the virtual consultation.
- Ensure you are ready with a stable internet.
Viewing Detailed Information About Your Consultation
Overview of the Consultation:
- At the top, you can see the name of the consultation session (e.g., “Booking Session for Tutoring-11538”).
- This serves as a quick reference to ensure you’re reviewing the correct booking.
Countdown Timer:
- A “Time to go” section displays a countdown showing the days, hours, minutes, and seconds left until the consultation begins.
- This helps you track when the session will start and prepare accordingly.
Details Section:
- The Details panel on the right-hand side provides key information about the consultation, including:
- Topic: The title of the session.
- Hosted by: The name of the host or administrator conducting the consultation.
- Host Time: The scheduled time for the session in the host’s time zone (e.g., “December 2, 2024, 3:00 am (GMT-5)”).
- GMT Time: The universal time for the session, useful for clients in different time zones.
- Your Time: The time displayed in your local time zone for convenience.
- The Details panel on the right-hand side provides key information about the consultation, including:
Google Calendar Integration:
- You can click the “Add to Google Calendar” button to add the consultation to your personal calendar.
- This ensures you receive reminders and stay organized.
Meeting Status:
- If the meeting hasn’t started yet, a message will indicate that the meeting is not currently running.
- If the meeting hasn’t started yet, a message will indicate that the meeting is not currently running.