Setting Up Your Practitioner and Company Profiles

• Accessing Your Profile Settings
• Setting Up Your Practitioner Profile
• Setting Up Your Company Profile
• Understanding Your Public Profile Page Link

Accessing Your Profile Settings

Your profile settings are where you'll add all the professional details that represent your practice.

There are two ways to access your profile settings.

Option 1:

1. Click My Practice > My Profile.

Option 2:

1. Select your name in the top-right corner of your Practice Better portal.
    
2. Click Edit Profile from the menu.
   

You'll see two tabs: My Profile and Company Profile. We'll walk through both sections to help you create a complete, professional presence.

Setting Up Your Practitioner Profile

Your practitioner profile is your opportunity to introduce yourself to clients and establish credibility. Take time to thoughtfully complete each section — it's often the first impression potential clients will have of your practice.

Basic Information

Add your essential professional details in the following fields:

1. Upload a Profile Picture that reflects your professional brand.
    
2. Enter your Professional Title (e.g., Registered Dietitian, Nutritional Therapist, Health Coach).
    
3. Add your Designation Letters or credentials (e.g., RD, CNP, FNTP).
    
4. Set your Time Zone to ensure scheduling accuracy.
    
5. Click Save Changes near the top-right.

Biography

Your biography helps potential clients understand your unique approach and determine if you're the right fit for their health journey.

Your biography is displayed on your Public Profile Page when visited at the public URL, or when clients click My Practitioner from their Client Portal menu. (This menu item will display in the Client Portal if the client has only one practitioner using Practice Better and their practitioner is not on the Team plan.)

1. In the Biography field, write a compelling introduction to your practice.
    
2. Share your approach, specialties, and what clients can expect when working with you.
    
3. Keep your tone warm and approachable while highlighting your expertise.
    
4. Click Save Changes near the top-right.

🪄 Need help writing your biography? Consider using a free AI tool like ChatGPT or Claude to draft your bio.

Try this prompt and customize the placeholders in brackets:

"Write a warm, professional biography for my health practice profile. I am a [your credentials/designation, e.g., Registered Dietitian, Certified Health Coach] specializing in [your specialty areas, e.g., gut health, hormonal balance, sports nutrition]. My approach focuses on [your philosophy or methodology, e.g., personalized nutrition plans, functional medicine principles, sustainable lifestyle changes]. I work primarily with [your ideal client type, e.g., women in their 30s-40s, athletes, busy professionals] who are struggling with [common client challenges, e.g., digestive issues, low energy, weight management]. My goal is to help clients [desired outcome, e.g., feel energized and confident, achieve optimal performance, heal their relationship with food]. Keep the tone [conversational/professional/empathetic] and limit the biography to 150-200 words."

After generating your bio, review and personalize it to ensure it sounds authentic to your voice and accurately represents your practice.

Accreditations

Showcase your professional certifications and memberships to build credibility with potential clients.

In the Accreditations section of your profile, you can list the professional organizations, certifications, and accrediting bodies you're affiliated with (e.g., Academy of Nutrition and Dietetics, Institute for Functional Medicine, International Coach Federation).

1. Select your Profession from the available options in the drop-down menu.
    
2. In the Accreditations field, enter your professional membership or certification.
    
3. Include the full organization name to ensure clients recognize your credentials.
    
4. After saving your first Accreditation, click Add another to list each accreditation separately.
    
5. Click Save Changes near the top-right.

✅ Displaying your accreditations demonstrates your commitment to professional standards and helps clients feel confident in your expertise.

Social Network Links

Connect clients to your broader professional presence by adding your website and social media links.

1. Add any relevant Social Media Links to help clients connect with you on other platforms.
    
2. Add your Blog URL to direct clients to your external content.
    
3. Click Save Changes near the top-right.

These links will appear on your Public Profile Page, making it easy for potential clients to learn more about your work.

💡 This can be a great way to self-promote if you maintain a blog and/or an active online social presence with health resources or articles.

Setting Up Your Company Profile

Your Company Profile is where you establish your business presence within Practice Better. This section houses important organizational details that distinguish your practice and support both administrative functions and client-facing features.

To access your Company Profile, go to My Practice > Company Profile from the left-hand menu, or click the Company Profile tab from the My Profile settings page.

Key Company Profile Fields

Company Name

Enter your official business or practice name. This name appears on invoices, forms, and other client-facing documents, so ensure it reflects your professional brand.

Email Address

Your company email address is displayed here and used for Practice Better billing statements. You can update this email address by clicking the Update email address link.

Business Number

Add your business registration number, tax ID, or EIN if applicable. Common formats include GST#, QST#, or VAT#. This number will appear on your monthly Practice Better billing statements and can be used for invoicing and tax documentation purposes.

Business Number Type

Select your business number type from the dropdown menu to ensure proper categorization for billing and tax purposes.

Website

Include your practice website URL here (for example, https://www.mycompany.com). This creates a clickable link that appears on your Public Profile Page, making it easy for clients to learn more about your services and approach. Your website link helps bridge your Practice Better presence with your broader online identity.

Tag Line

Add a brief, memorable tagline that captures your practice philosophy or approach. This personal touch appears on your profile and helps clients connect with your values. For example: "Your health is my #1 priority!"

Managing Your Locations

Below your company details, you'll find the My Locations section, where you can add and manage office locations for in-person services.

Adding a Location

Click the Add Location button to begin creating a new location.

Each location you add becomes available for booking in-person client sessions. 

You can specify the following fields:

• Make this your default location
• Allow clients to book in-person sessions at this location (will display this location as a choice on your client-facing booking page)
• Make this location flexible. Learn more.
• Full address 
• Contact information 
• Location-based insurance billing details
• Parking instructions or other helpful information

💡 Click on an image to see it larger.

Google Reviews Automation 

If your physical location address is linked to a Google Business Profile, you'll see a Google Place badge next to the address. This enables you to set up automated Google review requests, helping you build your online reputation.

Editing and Managing Locations

Use the Edit button next to each location to update details, or click the trash icon to remove a location you no longer use. You can also reorder locations by dragging them using the handle icon on the left.

Your default location will be displayed on your practitioner profile page, and any enabled locations will be shown on booking pages and session-related emails, providing clients with clear information about where they can meet with you.

For detailed guidance on setting up multiple locations, managing flexible locations, and configuring in-person bookings, visit our article on Working with Multiple Locations.

Your Company Profile works behind the scenes to ensure your practice runs smoothly while presenting a polished, professional image to your clients. Take a moment to complete these fields, and you'll have a solid foundation for all your client interactions.

Understanding Your Public Profile Page Link

Your Public Profile Page is a shareable, public-facing page that showcases your professional profile to anyone — even before they become a client. This is an excellent tool for attracting new clients, as it allows potential clients to learn about you, view your credentials, and easily book with you.

💡 You can preview your practitioner public profile page from your Profile settings — just click the Preview button near the top-right!

How to Find Your Public Profile Page Link

Your Public Profile Page Link is easy to access and share across your marketing channels.

1. Click the Settings (gear icon) in the top-right corner of your navigation bar.
2. Select Share My Link from the menu.
   
3. Locate the Public Profile Page section.
   
4. Click to copy the link. You’ll see a “Link copied” notification in the top-right corner of your portal.
   

📍 Note: Make sure you've completed your profile information under My Practice > My Profile before sharing your Public Profile Page Link. Incomplete profiles may not make the strong first impression you want.

What Appears on Your Public Profile Page

When someone visits your Public Profile Page Link, they'll see:

• Your profile picture
• Your professional title and credentials
• Your biography
• Links to your social networks, website, and/or blog (if added)
• A "Work with me" button that directs viewers to your default Practice Better Bookings Page

This creates a seamless path from discovery to booking, helping you convert curious visitors into active clients.

Ways to Use Your Public Profile Page Link

Your Public Profile Page Link is a versatile marketing tool that works across multiple channels:

• Add it to your email signature so every email becomes an opportunity for new client connections.
• Share it on social media when introducing yourself or your services.
• Include it in your website's "About" or "Work with Me" sections to provide more detail about your credentials.
• Add it to online directories or professional listings.
• Use it in print materials like business cards or brochures with a QR code.

💡 Your Public Profile Page Link is especially valuable when you're networking, speaking at events, or collaborating with other practitioners. It gives people an immediate way to learn about you and book a session.