Getting Started on Wholeding — A Provider's Guide

Welcome to Wholeding

Congratulations on joining Wholeding! This guide walks you through every step of setting up your provider account, from your first sign-in to receiving your first booking.

Step 1: Sign In with Your Wholeding Account

You'll receive an invitation email with a link to sign in. Use your @wholeding.eu Google account to sign in — this is the same account you'll use for Google Meet sessions with clients.

Step 2: Accept Terms & Conditions

Review and accept our provider terms of service. This covers your responsibilities as a provider, including maintaining professional standards, responding to bookings promptly, and adhering to our cancellation policy.

Step 3: Complete Your Profile

This is where you make a great first impression. You'll need to:

• Upload a profile photo — Choose a professional, friendly photo. Our team will review it (this happens in the background, so you can continue).
• Set your timezone — This ensures your availability is shown correctly to clients in different time zones.
• Write your short bio (150 characters) — This appears on provider cards when clients browse. Make it count!
• Write your full bio — This appears on your full profile page. Share your background, approach, and what clients can expect.

Step 4: Review & Confirm

Take a moment to review all your information — your name, credentials, specializations, languages, and bios. Once you're happy, confirm and proceed.

Step 5: Connect Stripe

You'll be redirected to Stripe to set up your payment account. This is how you'll receive payouts for completed sessions. You'll need your bank details and a form of ID. Read our detailed Stripe guide for more information.

Step 6: Connect Google Calendar

Once your profile is complete and Stripe is connected, head to Provider Settings → Google Calendar and click Connect Google Calendar. This lets Wholeding automatically create calendar events and Google Meet links when clients book with you. Read our detailed Google Calendar guide for step-by-step instructions and troubleshooting.

Step 7: Set Your Availability

Go to Availability from your dashboard and set your weekly schedule. Without availability, clients won't be able to find you in our matching system. Read the availability guide for tips on setting recurring slots and managing time off.

You're Live!

Once these steps are complete, your account is active and clients can start booking with you. Check the "Getting Started" checklist on your dashboard to confirm you haven't missed anything.

What's Next?

Here are the other guides that will help you make the most of Wholeding:

• Managing Your Bookings and Sessions — how to confirm, decline, and handle session changes
• Setting Up Stripe Connect — detailed payment and payout information
• Connecting Google Calendar and Google Meet — step-by-step calendar setup and troubleshooting
• Managing Your Availability and Time Off — weekly schedules and busy blocks

If you have questions at any point, reach out to support@wholeding.eu. Welcome aboard!