✅ Quick-Start Checklist (~2 minutes)

Before you begin, have the following ready:

• A professional headshot

• Your title, tagline, and a short bio

• Defined consultation offerings with pricing

• Bank account details for payment setup

• Access to your Google or Microsoft calendar

Step 1: Create Your Account (~3 minutes)

1. Visit Care Transformation Studio

2. Click “Become an Expert”

3. Click “Create Your Expert Profile”

4. Complete the Sign-Up Form:

   • Choose a subscription plan

   • Enter personal details

   • Upload a profile image

   • Add a payment method (credit/debit card)

   • Apply any discount codes if applicable

   • Accept the Terms of Service

5. Click “Sign Up”

6. Check your email and click the confirmation link

7. Set your password when prompted

Step 2: Complete Your Expert Profile (~5 minutes)

1. Click “My Profile” in the left sidebar

2. Click “Edit” and complete the following:

   • Title (e.g., “Healthcare Innovation Consultant”)

   • Tagline (e.g., “Helping organizations navigate value-based care transitions”)

   • Select up to 5 Areas of Practice

   • Add social media links (optional)

   • Write your Professional Bio (250–500 words):

     • Highlight relevant experience, expertise, and achievements

     • Use formatting tools to enhance readability

     • Embed media if relevant

3. Click “Save”

Step 3: Set Up Payment Processing (~3–5 minutes)

1. Go to My Profile → Payment Integrations

2. Click “Connect” to Stripe

3. Complete Stripe’s onboarding:

   • Business type (individual or company)

   • Tax information (EIN/SSN)

   • Bank account details

⚠️ Stripe verification may take 1–2 business days

4. After connection, click “Manage Account” to monitor payouts and transactions

Step 4: Connect Your Calendar (~2 minutes)

1. Go to My Profile → Calendar Integrations

2. Click “Connect” for either Google or Microsoft

3. Grant permissions when prompted

Step 5: Create Consultation Offerings (~5 minutes)

1. Navigate to Products & Services in the sidebar

2. Click “+ Create New”

3. Configure your consultation:

   • Title (e.g., “Telehealth Implementation Strategy Session”)

   • Duration Options (e.g., 15, 30, 60 minutes)

   • Description (clarify deliverables and scope)

   • Fee (industry standard: $150–$300/hour)

4. Add intake questions (examples):

   • What are your key challenges?

   • What specific outcomes do you hope to achieve?

5. Set availability for this service (if different from your general calendar)

6. Click “Save”

7. Use “Edit” in the Products & Services menu for future changes

Step 6: Share Thought Leadership (Optional, 5+ minutes)

1. Navigate to Content and Insights in the sidebar

2. Click “Create New”

3. Add:

   • A compelling title and description

   • Relevant content or media

4. Click “Publish” to make it visible to prospective clients

Test Your Setup

Before sharing your profile, we recommend:

• Clicking “Share Booking Page” on your My Profile page to preview your public expert profile

• Scheduling a test appointment with yourself to verify:

  • Calendar sync

  • Notifications

  • Booking flow

Troubleshooting Tips

• Didn’t receive confirmation email?

  → Check your spam folder or request a new one from the login page

• Calendar not syncing?

  → Disconnect and reconnect your calendar. Be sure to grant all permissions

• Stripe account issues?

  → Contact Stripe support at: [email protected] or visit their Help Center

• Profile not visible?

  → Confirm your profile is set to “Public” in Account Settings

Need Help?

Our support team is available Monday–Friday, 9am–5pm CT

📧 Email: [email protected]