Welcome to CosmosLevel! As a professional ready to expand your services, enhance client interactions, and streamline your booking process, CosmosLevel is the perfect platform for you. Here's a straightforward guide to setting up your account and making the most of our features.
Step 1: Create Your Account
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Sign Up: Visit the CosmosLevel website and click on the "Sign Up" button. Fill in the required fields with your professional details, including your name, email, and a secure password.
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Verify Your Account: Check your email for a verification link from CosmosLevel, and click it to activate your account. This ensures the security and authenticity of your profile.
Step 2: Customize Your Profile
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Add Professional Details: Log in to your dashboard and go to your profile settings. Add your qualifications, experience, and areas of expertise. This information will help potential clients understand your background and services.
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Upload a Photo: Choose a professional headshot for your profile picture to add a personal touch to your profile.
Step 3: Define Your Services
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Create an Appointment Offer: Click on "Create Offer" and fill out the offer form. Specify the name of the service, languages offered, and whether it's online or in person. If online, link your Google Meet or Zoom account.
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Set Your Availability: Use the integrated calendar feature to set your available time slots, ensuring clients can book you when you're free without overbooking.
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Customize Your Questions: Add custom questions you would like clients to answer when booking. This helps you better prepare for appointments.
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Add Products: If you offer products, select them using the multi-select component or set a default product in the offer.
Step 4: Schedule Management
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Sync Calendars: Connect your personal or business calendar to prevent scheduling conflicts and manage appointments all in one place.
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Set Your Preferences: Establish how and when clients can book your time by defining scheduling options like time slots and minimum notice periods for bookings.
Step 5: Publish and Promote Your Offer
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Publish Your Offer: Once you’re satisfied with your offer setup, hit publish. Your service is now live and can be booked by clients.
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Custom URL: Create and share a custom URL of your public profile and offers on social media or your business website to attract clients.
Step 6: Engage with Your Clients
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Communication: Use the built-in messaging system to communicate with your clients regarding their appointments.
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Gather Feedback: After the service, encourage clients to leave reviews to build your reputation on the platform.
Step 7: Explore Advanced Features
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Marketing Tools: Utilize upcoming marketing tools to promote your services (feature in development).
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Analytics: Keep an eye out for analytics features to track your success and make data-driven decisions (feature in development).
Step 8: Manage Bookings and Growth
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Appointment Management: Keep track of your upcoming and past bookings. Use feedback to refine your offers.
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Rescheduling and Cancellations: Familiarize yourself with the platform's rescheduling and cancellation features to manage changes efficiently.
Support
If you have any questions or need assistance, our support team is here to help. Contact us through the ChatWoot feature or by emailing support@cosmoslevel.com.
Now that you've set up your CosmosLevel profile, you're ready to take your professional services to new heights. Welcome aboard, and here's to your success!