Settings

Settings has eight sections, each answering one question. The menu on the left (a row of pills on your phone) moves between them, and the address follows, so /dashboard/settings/calendar always opens Calendar. Older links still work and land in the right place.

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Profile

Who am I. Your photo, sign-in details and account security.

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Your details

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Security

The profile tab is also where you can add a second step to sign-in, keeping your account protected even if your password leaks. Bloom works with any standard authenticator app, including Google Authenticator, 1Password, and Apple Passwords. To change your password, select Send me a reset link on the same card and follow the email.

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Practice

Who are we. Your practice details, your team and the shared booking page.

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Details

In Practice you’ll find everything you need to really customise your Bloom experience and build out your online profile with us. This section is where you’ll add important information such as:

• Practice name
• Practice logo
• Practice address
• Your contact phone number
• Your website URL

If you were invited into someone else’s practice, this card shows the practice details as a read-only summary. Only the practice owner can change them.

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Team

If you’re a practice of multiple therapists, here is where you’ll invite your colleagues. Seats can be purchased at an additional cost of £29 a month, or £290 a year if your practice is on the yearly plan. To invite a colleague, click Invite and you’ll be given the chance to add someone via their email address. Invites you have sent sit beneath the team list until they are accepted, and you can cancel one from there. Remove a member with the icon next to their name; they keep their account and move to a practice of their own.

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Practice booking page

Practices with more than one therapist get a single booking link where clients choose who to see. Everyone in the practice can see and copy it from the Practice booking link card. The owner uses the pencil icon to change the link and choose which therapists are shown.

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Calendar

When and how I see clients. Your working hours, what a session is, and where your diary shows up.

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Availability

When onboarding, you’re given the chance to set your working hours before finalising. These can be easily customised; giving you the option to change your working hours should your days alter. Need to pick up the kids from school or lock in your pilates session? Drop in a break and split your working hours to block that time out on your calendar. Session times can be set from the hour or half past it by default. To customise the time to the specific minute, you’re able to type that time in the box.

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Session types

Adding a session type gives you the option to use those as a default when scheduling sessions. If you’re set on what length of session and what fee you charge, this is a good way to cut time when planning out your week. Switch on Bookable online when editing a session type to offer it on your booking link; a globe next to its name shows it is on. Clients then choose it, and the request arrives with that type’s length and fee already set. See Online booking. Session types can contain the following:

• Name - what you want the session to be called
• Duration - how long you’d like the session to be (remember, this will also include your buffer time when using this session on the calendar)
• Fee - what the default fee is for this type of session
• Colour - make the session type easily identifiable. We provide a default list of colours, if you’d like to choose your own, we suggest using a colour picker such as w3schools.com/colors/colors_picker.asp
• Description - any further information you’d like on that session

Underneath the list, Defaults hold the fee, length and buffer used when an appointment has no session type. If you choose not to set up sessions, you can use session defaults as a way to default your calendar to specific values. What you change here will show on the calendar when you’re setting up a New Appointment.

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Calendar sync

Calendar sync puts your Bloom diary on your phone and computer. Updates flow one way, from Bloom out to your calendar. Google Calendar can also provide busy times for optional clash warnings when you create an appointment. The Calendar sync card under Calendar offers two ways to do this, and you can use both at once:

• Google Calendar connects directly, so a booking you accept shows up on your phone within seconds.
• Apple, Outlook or another app gives you a private subscription link. Apps refresh subscribed links on their own schedule, usually every few hours.

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Apple, Outlook or another app

Select Open in Apple Calendar to add your diary to Calendar on a Mac or iPhone in one step. For Outlook or any other app, select Copy link and paste it wherever the app asks for a calendar URL. Expand Using Outlook or another app? for step-by-step instructions and the link itself. Google Calendar can subscribe to the link too, but it refreshes slowly, often only once a day. For Google, connect it directly instead.

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Google Calendar

Connecting Google directly means a booking you accept shows up on your phone within seconds. When you connect, Bloom creates a new calendar called Bloom in your Google account and keeps it up to date. Bloom only changes its own calendar. With your permission, it also checks availability in the calendars you have selected in Google. It does not read event names or details. To connect: What is exported: your appointments and blocked time. What is never exported: fees, payment status, notes, client contact details, and anything a client could use to join a session. You choose how clients are named in event titles with Show clients as at the bottom of the card - initials, full name, or no client details at all. The choice applies to Google and to the subscription link alike.

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Google Calendar clash warnings

If you already connected Google Calendar, select Enable clash warnings in Settings > Calendar > Calendar sync. Choose the same Google account and approve the additional permissions. Your Bloom calendar and existing sync stay in place. If you cancel, your current sync keeps working. Once enabled, Bloom checks busy times before saving a new appointment, including every date in a repeat series. It checks calendars selected in Google Calendar and excludes the calendar Bloom created. Calendars you have deselected in Google are not checked. If a time overlaps, you can Change time or Create anyway. If Google cannot be checked, Bloom tells you and lets you continue. The warning shows busy times, not event names. Google events marked as free do not produce a warning. These warnings apply when you create appointments in Bloom. They do not change public booking availability or check appointments you move or resize. Existing clashes with Bloom appointments, buffers and blocked time still prevent saving.

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If you edit or delete a Bloom event in Google

Nothing in Bloom changes. Bloom does not import changes to its synced events, so an edit or deletion you make there stays there. The next time that session or blocked time changes in Bloom, Bloom will overwrite the event to match, or recreate it if you deleted it.

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If the Bloom calendar goes missing or Google disconnects

If you delete the Bloom calendar in Google, or remove Bloom from your Google account permissions, the card shows Needs attention and a notice with what to do next - Recreate calendar or Reconnect. Nothing in Bloom itself changes in the meantime.

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Disconnecting

Select Disconnect to stop updating Google Calendar. You choose whether to also remove the Bloom calendar from Google. Either way, nothing in Bloom changes - your sessions, clients, and notes are untouched.

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Video calls

Bloom video calls are built in and always available. Connect Zoom here and a video appointment can create the Zoom meeting for you; Disconnect stops that without touching anything already in your diary.

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Online booking

What clients can do on your booking page.

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Your booking link

Your booking link is the page where clients request a session with you. What they can book there is up to you: every session type has a Bookable online switch when you edit it under Calendar, and new accounts start with a free 15 minute Introductory consultation already switched on. The default for this link will be your full name. If you prefer this tailored to your practice, click the pencil icon to edit to your preference.

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What clients can book

A read-only list of the session types clients can request, straight from your Calendar settings. Select Manage session types to change it.

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Payment options

For practices taking card payments: choose what happens with money when a client books a paid session online. Require a card to book a session confirms the booking once a card is saved, with nothing charged until your usual collection time. Charge the full fee at booking takes the whole fee on Stripe as they book. Pick one or neither; a switch stays disabled, with a link to what to do first, until its prerequisites are met. See Online booking.

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Cancellation policy

Cancellations happen, and we understand that. But when a cancellation occurs, you can still choose to enforce a minimum time period before charging a fee. For clients who pay by card, the fee is collected automatically on a late cancellation - and pre-paid sessions refund themselves by the same rules. See Card payments. Changes here save as you make them.

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Payments

How you get paid.

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How you get paid

One card covers where clients pay and which method new clients start on. Methods are in two groups: Collected by hand (bank transfer, cash) and Collected through Stripe (card charged before the session, card charged after, payment link). Pick one and it saves straight away. It’s a default, not a switch: changing it never affects existing clients, whose methods you manage on their profiles. The Stripe group’s heading shows your practice’s Stripe status and the one thing to do about it: Set up card payments when nothing is connected, Resume setup when Stripe still needs details, or Stripe dashboard once you’re connected. Until Stripe can take payments, the three Stripe methods stay visible but locked, so you can see what connecting unlocks. Connecting takes about five minutes. The full walkthrough - setup, saved cards, automatic charging, and refunds - lives in Card payments.

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Bank details

Adding your bank details allows you to generate invoices that can be sent to the clients for manual payments. Invoices for payments are automatically sent to clients to prompt to pay for their sessions using these details.

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Emails

What gets sent: the notifications you receive, and the templates your clients receive.

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Notifications you receive

Email notifications controls the emails Bloom sends to you: when a client books, cancels, replies to a suggested time, or completes a form. Turn it off if you would rather check the dashboard activity feed instead.

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Templates clients receive

You can customise the wording of all 24 regular client emails. They are grouped by when clients receive them: Select Edit beside an email and change its Email body. You can edit the whole message, including its greeting, paragraphs and closing. The Email preview shows the full email with example client details, including its subject, branding, buttons and footer. It updates as you type. Scroll within the preview to see the whole email; its links are inactive and nothing is sent. Use the placeholders shown below the editor to include details such as the client’s first name. Bloom fills these in when it sends the email. The placeholders under Required details and buttons add generated content such as session details or a payment button. You can move them within the message, but keep each one once, on its own line. Bloom keeps dates, amounts, payment status, links and attachments accurate automatically. Select Save changes to use your wording for future emails. A Customised badge identifies saved changes. To replace the whole message with Bloom’s wording, select Restore default. The editor and preview both return to the complete default, including the greeting and closing. Select Save changes to keep the restored version. Your existing customised emails are preserved until you save a change.

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Practice branding

Regular client emails show your practice name and logo at the top, with Bloom in the footer. Add or change these under Settings, Practice, Details, or follow Edit practice name and logo from Emails. Without a logo, the email shows your practice name. Without a practice name, it shows your name. Emails sent to you keep Bloom branding.

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Clinical will message

The Clinical will group contains your clinical executor’s message to clients. It keeps Bloom branding. Editing it here updates the same message saved under Settings, Clinical will. Set up your clinical executor before customising this message. You can edit it while the nomination is awaiting acknowledgement or has been acknowledged. Select Review if the nomination can no longer be edited. See Clinical will for how your executor uses this message.

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Clinical will

Who looks after my clients if I can’t. Name a clinical executor who can contact your clients and hand over records if you die or become unable to work, a requirement for BABCP members and recommended by the BACP. The card shows who you have named and whether they have acknowledged, with Download summary PDF to keep with your paper clinical will, Still the right person for the yearly check, and Change and Remove. Once your executor has ever acted for you, the Access log underneath shows everything they did.

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Billing

What I pay Bloom. Practice owners only.

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Plan

Here you’ll find what plan you’re on, how much you’re charged, and when your subscription is set to renew. Bloom is billed monthly at £29 per seat, or yearly at £290 per seat - two months free compared to paying monthly. You choose between the two when you subscribe.

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Seats

Seats are determined by how many colleagues you have on a subscription. If you’re a large practise and need over 5 seats, please get in contact via email and we’ll help you with a discount.

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Manage billing

If you need to update your payment method, view your invoices for accounting, or cancel your subscription, you can find all your information here. All billing is dealt through Stripe; Bloom does not hold any of your card details.

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Refer a friend

Give a month, get a month. Your personal link sits at the bottom of Billing once your subscription is active; anyone who signs up through it gets their first month free, and a month of your own subscription is credited when their first payment goes through.