In this video, we will discuss how to create an account that allows for multiple location listings, or profiles for multiple staff.
In this video, we will discuss how to create an account that allows for multiple location listings, or profiles for multiple staff.
No matter how many employee profiles or locations you need, we have a plan to fit your needs.
No matter how many employee profiles or locations you need, we have a plan to fit your needs.
To view the available options, click the yellow Providers Get Listed button at the top of any page.
To view the available options, click the yellow Providers Get Listed button at the top of any page.
In the center of the screen you will see the option for those who need multiple listing instances.
In the center of the screen you will see the option for those who need multiple listing instances.
This could be for multiple therapists at one location, or multiple locations for provider clinics as just a few examples.
This could be for multiple therapists at one location, or multiple locations for provider clinics as just a few examples.
The Multi-Member capability allows individual members to manage multiple listings from one master account.
The Multi-Member capability allows individual members to manage multiple listings from one master account.
The main account holder can quickly create, edit, and switch between multiple business listings.
The main account holder can quickly create, edit, and switch between multiple business listings.
To get started, click the white Get Listed button at the bottom of the plan column to begin our easy signup process.
To get started, click the white Get Listed button at the bottom of the plan column to begin our easy signup process.
Once logged into your account dashboard, you will see an option in the left hand menu to add a sub account.
Once logged into your account dashboard, you will see an option in the left hand menu to add a sub account.
After selecting the Sub account menu option, you will need to select the Yellow New Sub account in the upper right hand corner.
After selecting the Sub account menu option, you will need to select the Yellow New Sub account in the upper right hand corner.
A shortened basic info form will load for initial sub account creation. The normal full details will be accessed and available later once logged into the sub-account.
A shortened basic info form will load for initial sub account creation. The normal full details will be accessed and available later once logged into the sub-account.
As a minimum add an email and password for the new sub-account. Each sub account will have its own login details.
As a minimum add an email and password for the new sub-account. Each sub account will have its own login details.
Sub accounts only have access to their own account. The main parent account will always have access to all sub-accounts under its control to review or edit.
Sub accounts only have access to their own account. The main parent account will always have access to all sub-accounts under its control to review or edit.
If desired, you can copy the full details of the Main Account. This is helpful for multiple locations that just require a different address.
If desired, you can copy the full details of the Main Account. This is helpful for multiple locations that just require a different address.
At the same time this may be less desirable for individuals that require almost completely new information. Choose the option that works best for you.
At the same time this may be less desirable for individuals that require almost completely new information. Choose the option that works best for you.
When the baseline info is entered click save and create the subaccount.
When the baseline info is entered click save and create the subaccount.
The new account will be added to the list. You can click "login to Subaccount" to login to that account and edit the information as you would a normal listing.
The new account will be added to the list. You can click "login to Subaccount" to login to that account and edit the information as you would a normal listing.
Alternately you can continue to add additional accounts using the same process up to your plan limits.
Alternately you can continue to add additional accounts using the same process up to your plan limits.
When logged in as a sub account, the dashboard will annotate you are in a sub account listing.
When logged in as a sub account, the dashboard will annotate you are in a sub account listing.
If logged in as the main account, you will also see a link to go back to the main account. If logged in with the sub account credentials this link will not be present.
If logged in as the main account, you will also see a link to go back to the main account. If logged in with the sub account credentials this link will not be present.
The sub-accounts will have the same features and capabilities as the main parent account, other than the ability to have their own sub-accounts.
The sub-accounts will have the same features and capabilities as the main parent account, other than the ability to have their own sub-accounts.
If you have not already done so, sign up for your Kids Therapy Finder account and take advantage of our great offers.
If you have not already done so, sign up for your Kids Therapy Finder account and take advantage of our great offers.