> ## Documentation Index
> Fetch the complete documentation index at: https://help.oskaros.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Professional Services

> Blueprint for consultants, coaches, therapists, and agencies.

### Who It’s For

Coaches, consultants, therapists, advisors, and small agencies — whether you operate solo or run a team.

***

### Key Challenges & Needs

* Manual scheduling across emails and calendars leads to confusion or double bookings.
* Payments and confirmations require too much back-and-forth.
* Client information (goals, notes, preferences) is scattered.
* Growing from one provider to several creates complexity fast.
* Keeping availability, sessions, and locations organised takes time.

***

### Recommended Oskar Setup

#### 1. Add your team and rooms

Add consultants, therapists, or meeting rooms as resources in **[Resources](/documentation/core-modules/resources)**.\
If you work with multiple practitioners, add team members in **[Staff](/documentation/core-modules/staff)** and assign roles and permissions.

Use resource groups such as “Therapists,” “Consultants,” or “Coaching Rooms” for clarity.

#### 2. Define your services

In **[Services](/documentation/core-modules/services)**, create sessions such as:

* “Initial Consultation – 60 min”
* “Therapy Follow-Up – 45 min”
* “Business Coaching – 90 min”

Set duration, price, and optional **extras** like “Session Summary PDF” or “Extended Q\&A Call.”\
Assign each service to its relevant practitioner or room.

#### 3. Enable online or offline payments

Go to **[Payments](/documentation/core-modules/payments)** to:

* Connect **Stripe** for online card payments.
* Use offline payments (cash, bank transfer) when Stripe is disabled.
* Set deposits, taxes, or full-price payment rules.

All transactions appear in **Left Menu → MANAGE → Orders**, where you can issue refunds or send payment links.

#### 4. Publish your booking page

In **[Booking Page Setup](/documentation/core-modules/booking-page-setup)**:

* Add your logo, description, and brand details.
* Choose your booking flow (service-first, resource-first, or event-first).
* Enable multilingual support if needed.

Share your public booking link via website, email signature, or a QR code.

#### 5. Automate confirmations and reminders

In **Service Settings → Notifications**, toggle **Booking Reminders** on/off for each service.\
To reduce no-shows further, require deposits or full payment upfront via **Payment & Checkout**.

For guidance, see **[Reduce No-Shows](/guides/smart-tips-and-growth/reduce-no-shows)**.

#### 6. Collect the right client information

Use **[Intake Forms](/guides/smart-tips-and-growth/intake-forms)** or **Custom Fields** to collect:

* Background information
* Session goals
* Consent details
* Preparation notes

Data appears in the booking flow and stores under each client in **[Customers](/documentation/core-modules/customers)**.

#### 7. Stay organised with the calendar

Use the **[Calendar](/documentation/core-modules/calendar)** to:

* View day, week, month, timeline, or list views
* Filter by practitioner, room, service, or status
* Add manual bookings for phone enquiries or walk-ins
* Manage availability in real time

Everything syncs instantly across your team.

#### 8. Grow your practice

As you expand:

* Add new practitioners in **Staff**
* Add new rooms or equipment in **Resources**
* Create new services or package sequences using **Add Service**
* Track high-demand times and revenue in **[Analytics](/guides/smart-tips-and-growth/analytics)**

***

### Key Oskar Features

* Clean, professional booking page for appointments and sessions.
* Real-time scheduling across practitioners and rooms.
* Integrated payments (online or offline).
* Customer profiles with notes and booking history.
* Automated confirmations and reminders via email.
* Multi-booking cart for bundling sessions.
* Full visibility in the calendar with multiple view modes.

***

### Wow Features

*(All features that exist today — no future claims)*

* Multi-booking cart for combining services (e.g., “Consultation + Follow-Up”).
* Sub-resources for managing identical rooms or shared spaces.
* QR check-in for group workshops or events.
* Calendar filters for fast team scheduling.
* Intake forms that enhance session prep and personalise care.

***

### Core Messages

* Replace back-and-forth scheduling with a calm, self-service system.
* Let clients book and pay online — you stay focused on your expertise.
* Keep practitioner availability, sessions, and client details organised.
* Grow your practice without adding admin overhead.
* One simple booking link that ties your whole workflow together.

***

### Learn More

If your work is session-based or consultation-focused, explore:

* **[Appointment Scheduling Software](https://www.oskaros.com/use-cases/appointment-scheduling-software)**
* **[Consultant Scheduling Software](https://www.oskaros.com/use-cases/appointment-scheduling-software/consultant-scheduling-software)**
* **[Tutoring Lessons Appointment Scheduler](https://www.oskaros.com/use-cases/tutoring-lessons-appointment-scheduler-and-booking-system)**