Counselor onboarding

This is how a counselor goes from first hearing about Leshya to receiving their first booking. The journey is fully self-serve: register, apply, get reviewed, choose a plan, finish setup, go live.

1. Register

Joining as a counselor from a counselor link takes you straight to a sign-up form: name, email, and password, or continue with Google. The link already says which kind of account this is, so no picker appears, it just changes the page's title and preview text ("Join Leshya's founding circle"). A 6-digit email code verifies the account (valid 1 hour), and confirming it sets the account up as a counselor right away.

Starting from a blank sign-up page with no link asks first: a three-card picker (looking for support, counselor, clinic) states plainly that the account type can't be changed later. Picking Counselor there opens the same form described above.

The choice is permanent either way: an email already registered as a customer cannot join as a counselor, and one email holds at most one staff identity.

Setting up a clinic and seeing clients

Someone setting up a clinic picks Clinic or organisation from the same picker, creates an account, and verifies it by email code. A clinic needs a name and address before it can exist, so confirming the code opens straight onto "Will you see clients here?" Someone who will also see clients themselves answers "Yes, I'm a counselor here", then gives the clinic's name and web address.

From there, they land on clinic setup first: the same Clinic, Address and Hours steps a clinic admin uses. Once those three are saved, they're guided into the counselor setup wizard described below, with the clinic's address already filled in and greyed out on the Sessions step. Their setup rail shows a quiet completed "Your clinic" row above Profile, a reminder of what they already finished. Inviting other counselors and publishing the clinic page can both wait. They pick those up later from the clinic console.

2. Apply and set up

The application is a self-contained setup wizard: everything happens inside it (the dashboard opens only after submission), it saves as a draft as the counselor moves through it, and you can only continue once a step is really complete.

Profile

Photo, name, title, mobile number (stays private, used for booking updates), gender, username (this becomes your page address), bio (optional, up to 700 characters; left blank, Leshya composes a short intro from your details, previewed on the review step and editable anytime), an optional YouTube intro video for your public page, and languages.

Credentials

Areas of expertise (one to four) are the only required part. Your RCI registration number, detailed experience, and education are all optional and can be added later from your dashboard profile; when an education entry is added, its degree name must be a real qualification. Years of experience is derived from your experience dates, never typed. No document upload is required.

Sessions

Connect Google Calendar/Meet or Microsoft Teams right on this step (if you signed up with Google, you're guided toward Google Calendar), and, under "Where you see clients in person", optionally add your session address. Skipping it is fine if you work online only; adding it is what makes in-person offerings available. If you're joining a clinic, you don't fill this in at all: it shows your clinic's own address, greyed out, with a note that the clinic's address is your session address.

Offerings

Your real offerings screen, embedded. You create and edit offerings in place; choosing "in person" without a saved address points you back to the Sessions step.

Availability

Your weekly hours edited in place, with a one-tap "standard hours" fill (Monday to Friday, 9 am to 5 pm). A day with no time window counts as unavailable. From here you move on to Review; your page address (username) was already chosen in the profile step.

Review

The last step, shown in the setup rail like every other. It lists only what's still unfinished, each with a link straight back to fix it; once everything's ready, it says so in one line. The submit button reads "Submit to {clinic name}" if you're joining a clinic, or "Submit for review" otherwise.

Phone numbers, emails, and social handles aren't allowed inside your bio or experience text; this is checked automatically. Payout setup is intentionally left out of the active wizard because self-serve payout account setup is still on its way.

3. Review (within 2 business days)

Submitting sends your profile for review and emails you a welcome note. Your dashboard shows the review status and the promise: review completes within 2 business days. The wait is productive: your availability, offerings, integrations, and profile page are all open before and during review, and the setup checklist shows what is left, so you can be ready to go live the moment you are approved.

If approved, an email ("You are approved. Choose your plan to go live") links straight to plan selection. If returned for changes, an email explains exactly what needs another look, with a link back to your dashboard to update and resubmit. We always give a reason; there are no silent rejections.

If you're joining a reviewed clinic, you skip this step: submitting publishes your profile straight away and your dashboard says "You're live"; your clinic decides when you become bookable. If your clinic hasn't been reviewed by Leshya yet, you wait in the ordinary review queue and your dashboard says "Under review", the same as a solo counselor.

Submitting also tells your clinic's own admins directly, by email, bell, and push, so nothing waits on someone happening to check. If your clinic wants another look before turning on bookings, they send your profile back with a note by email and in the app; nothing about your account changes, and your profile stays open to keep editing until they review it again.

4. Choose a plan

Once approved: Monthly ₹999, Quarterly ₹2,499, or Yearly ₹7,999. A coupon field supports percentage and fixed discounts; a 100% coupon activates instantly without a payment step. Otherwise payment runs through a Razorpay link and your profile publishes automatically when it confirms.

If the plan stays unpaid, reminder emails go out on day 3 and day 10 after approval. When a plan is about to expire later, a renewal reminder goes out a week before; an expired plan pauses new bookings until renewal.

5. Go bookable

Published and bookable are different things. Published means your profile is live at its direct URL. Bookable means your profile also appears in the directory and match results, and clients can complete a booking.

Bookable requires the complete kit: at least one active offering, at least one active availability rule, and a connected meeting integration (Google Calendar/Meet or Microsoft Teams). Your dashboard checklist tracks exactly these items, and the post-payment screen only says "clients can now find and book sessions with you" when they are done.

Availability has three settings worth knowing: the timezone your weekly hours follow (clients always see times converted to their own), minimum booking notice (how close to the start a client can still book), and maximum advance booking (how far ahead your calendar opens).

6. First booking and beyond

Paid bookings confirm automatically when the client's payment captures; there is no approval step. You get an email, a push notification, and an in-app alert with the client's name. Sessions are joined through the meeting link created by your connected integration.

Earnings appear in your dashboard as net amounts. Payouts are made by Leshya manually for now; self-serve withdrawals are on the way.

Once published, your share kit offers downloadable profile cards for Instagram, WhatsApp, and print.

After a session completes, a "Suggest next session" action appears on that booking. Pick a time from your own calendar and the client can confirm it in one step. The time isn't held, so it stays open to others until they book it, and nothing is charged until they do. If the client does nothing, the suggestion quietly lapses after the time passes and you can suggest again.

First session questions

You decide whether new clients answer a short set of questions before their first session, and which of your offerings ask for it. Shape this from the "First session" screen in your dashboard, under My practice.

A switch at the top turns the whole form on or off. Off means nobody is ever asked, whatever your offerings say. Useful if you want to write your questions first and turn it on when you're ready.

When it's on, four questions are on by default: what brings them to counseling, whether they have had counseling before, a note to you, and an emergency contact. Turn off any you don't want to ask.

Add up to 6 questions of your own: short answer, yes or no, or one choice from options you write. The whole form stays within 10 questions.

Questions can't ask for phone numbers, emails, or other ways to reach a client off Leshya, and wording that doesn't fit how Leshya speaks with clients is caught when you save.

Each offering has its own checkbox for whether it asks: "Ask new clients for your intake form", on your Offerings screen. This lets you ask on a first therapy session and stay quiet on a short intro call. The first time you turn the master switch on with offerings already set up and none of them asking yet, you're offered the choice to turn it on everywhere at once or pick offering by offering.

Clients answer once, after their first booking on an offering that asks, and can update their answers until the session starts. Answering is always optional for them and never delays a booking.

Answers appear on the booking details page for every session with that client, under "First-session questions". Only you and the client can read them; they are stored encrypted and Leshya staff cannot open them.