Member / Client Experience

1. How to Purchase a Subscription from the Website

Member/client workflow

Video:

Step	Annotation text
Opening	How to Purchase a Subscription from the Website
1	Open the patient’s web cabinet
2	Go to the Subscriptions section
3	Click Add Subscription and select the required subscription plan
4	Click Sign Up
5	Enter the required personal information
6	Click Pay now and fill in your payment details
7	Wait for the purchase confirmation
Closing	Result: The subscription is purchased successfully

2. How to Select a Primary Wellness Specialist

Member/client workflow
Currently, the Primary Wellness Specialist (PWS) can be assigned only on the admin side of the system.

Clients are not yet able to select or change their Primary Wellness Specialist within the Client Cabinet. This functionality is currently under development and will be available in future updates.

For now, if a client needs to assign or change their Primary Wellness Specialist, they should contact the clinic administration for assistance.

Future workflow

Step	Annotation text
Opening	How to Select a Primary Wellness Specialist
1	Open the post-purchase onboarding flow
2	Review the list of available specialists
3	Select the preferred Primary Wellness Specialist
4	Confirm the selection
5	Continue to the next onboarding step
Closing	Result: The Primary Wellness Specialist is assigned

3. Post-Purchase Flow: From Purchase to Consultation Booking

Member/client workflow

https://youtu.be/48cjjpDw4Sk

Step	Annotation text
Opening	Post-Purchase Flow: From Purchase to Consultation Booking
1	Complete the subscription purchase
2	Open the Client Cabinet if redirected automatically
4	Complete any required forms if assigned
5	Open the booking flow: Click Schedule in the Services list section
6	Select the specialist (if applicable)
7	Select the available slot date and time
8	Fill in all your required personal details and click Confirm the appointment.
Closing	Result: The member completes onboarding and books the consultation

4. How to Update Payment Method

Member/client workflow
Currently, updating the payment method can only be done on the admin side of the system.

Clients are not yet able to update their payment method within the Client Cabinet. This functionality is currently under development and will be available in future updates.

For now, if a client needs to change their payment method, they should contact the clinic administration for assistance.

Future workflow

Step	Annotation text
Opening	How to Update Payment Method
1	Log in to the Client Cabinet
2	Open the Billing or Subscriptions area
3	Locate the payment method section
4	Click Add or Update payment method
5	Enter the new payment details
6	Save the changes
Closing	Result: The payment method is updated

5. How to Set Time Zone

Member/client workflow
Currently, setting or changing the time zone can only be done on the admin side of the system.

Clients are not yet able to configure their time zone within the Client Cabinet. This functionality is currently under development and will be available in future updates.

For now, if a client needs to update their time zone, they should contact the clinic administration for assistance.

Future workflow

Step	Annotation text
Opening	How to Set Time Zone
1	Log in to the Client Cabinet
2	Open Profile or Settings
3	Locate the Time Zone field
4	Select the correct time zone
5	Save the changes
Closing	Result: Appointment times are shown in the correct time zone

6. How to Test Audio and Video

Member/client workflow
How to Test Audio and Video

The ability to test audio and video within the Client Cabinet is currently under development.

At the moment, this functionality is not available for clients. It will be introduced in future updates to allow users to verify their audio and video settings before using related features (e.g., video consultations).

Future workflow

Step	Annotation text
Opening	How to Test Audio and Video
1	Log in to the Client Cabinet
2	Open the area where audio/video testing is available
3	Start the test
4	Check camera access
5	Check microphone access
6	Confirm that audio and video are working
Closing	Result: The client is ready for a virtual consultation

7. How to Adjust Notification Preferences

Member/client workflow

Currently, notification preferences can only be configured on the admin side of the system.

Clients are not yet able to adjust their notification settings within the Client Cabinet. This functionality is currently under development and will be available in future updates.

For now, if a client needs to modify their notification preferences, they should contact the clinic administration for assistance.

Future workflow

Step	Annotation text
Opening	How to Adjust Notification Preferences
1	Log in to the Client Cabinet
2	Open Profile or Settings
3	Locate Notification Preferences
4	Enable or disable the required channels
5	Save the changes
Closing	Result: Notification preferences are updated

8. How to Add a Family Member

Member/client workflow

https://youtu.be/Sb2VNpcNeDs

Step	Annotation text
Opening	How to Add a Family Member
1	Open the family management section in family subscriptions - Members tab inside Family subscription
2	Click +Add to add family member
3	Enter the required family member details
4	Save the record by clicking Add member
5	Review the new family member in the list
Closing	Result: The family member is added to the account

9. How to Assign the Primary Wellness Specialist to a Family Member

Member/client workflow

How to Assign the Primary Wellness Specialist to a Family Member

Currently, assigning a Primary Wellness Specialist (PWS) to a family member can only be done on the admin side of the system.

Clients are not yet able to assign or change the Primary Wellness Specialist for family members within the Client Cabinet. This functionality is currently under development and will be available in future updates.

For now, if a client needs to assign or update the Primary Wellness Specialist for a family member, they should contact the clinic administration for assistance.

Future workflow

Step	Annotation text
Opening	How to Assign the Primary Wellness Specialist to a Family Member
1	Open the required family member profile
2	Open the specialist or subscription section
3	Select the chosen Primary Wellness Specialist
4	Save the changes
Closing	Result: The family member is linked to the selected specialist

10. How to Switch Between Family Account Views

Member/client workflow

Currently, each family member has their own individual account and can log in using their personal credentials.

Switching between profiles within a single family account is not supported. To access another family member’s profile, it is necessary to log out and log in with the credentials of the corresponding account.

The ability to switch between family members within one account is currently under development and will be available in future updates.

Future workflow

Step	Annotation text
Opening	How to Switch Between Family Account Views
1	Log in using the parent account
2	Open the family or account switching area
3	Select the family member whose account you want to manage
4	Confirm the switch
5	Review the selected family member’s account view
Closing	Result: The parent can switch between separate family member account views

11. How to Join Circle / C3 from the Invitation Email

Member/client workflow

https://youtu.be/f9J2y9yIR_c

Step	Annotation text
Opening	How to Join Circle / C3 from the Invitation Email
1	Open the Circle / C3 invitation email
2	Click the invitation link
3	Follow the registration or sign-in steps (you can sign in via the client’s cabinet or directly via Circle)
4	Complete the account setup
5	Confirm successful access to Circle / C3
Closing	Result: The member is connected to Circle / C3