Website information
Send finished text or any material we can use to understand your practice.
- Biography
- Service descriptions
- Existing website links
- Brochures or notes
Client preparation guide
What we need from you before we begin
This guide explains what to prepare, what access may be needed, and when we will ask for your feedback.
A simple guide for doctors, clinics, therapists, and wellness professionals.
01
Tell us about you
We need the facts that make your website accurate
Send the information that explains who you are, what you do, and how people can contact or visit you.
✓
CV or résumé
✓
Biography and qualifications
✓
Services or treatments
✓
Contact details and address
✓
Opening hours
✓
Professional photographs
For personal websites, a CV or résumé is especially helpful. Please do not send patient records or confidential medical information.
02
Content and brand files
Send what you already have. We will organise it.
You can provide finished website text, rough notes, existing links, or source documents. We can also write the content when copywriting is included.
Visual materials
Share the highest-quality files available and make sure you have permission to use them.
- Logo files
- Brand colours
- Professional photographs
- Brand guidelines
✦
Even when we write the content, we still need accurate source information from you.
04
Booking details
Tell us how appointments actually work
We need your real schedule and appointment rules before we can set up or connect a booking system.
Availability
Working days, opening hours, and time zone
Appointments
Types, duration, and breaks between appointments
Location
Online, in-person, or both
Team
Staff members and their availability
Rules
Cancellation and confirmation preferences
When you already use a booking platform, send the platform name, booking link, and any access or embed information available.
05
Feedback and approvals
We need your feedback throughout the project
Each review has a clear purpose. Please send one collected list of feedback so the project can move forward smoothly.
Information review
Check names, qualifications, services, contact details, and opening hours.
Content review
Confirm that biographies and service information are accurate.
Design review
Review layout, colours, images, and overall direction.
Function review
Test links, forms, booking, and checkout.
Final approval
Confirm the website is ready to launch.
Delayed or conflicting feedback can delay the project. One main contact person is recommended.
03
Domain and payments
Some details must stay inside your own account
We guide the setup, but private financial and ownership details should always remain with you.
Domain
You purchase and own it
Buy the domain from a domain provider. Send the provider details or screenshots, and we will guide the connection.
Domain purchase and renewal fees are separate.Shopify payments
You complete the private setup
Enter your own banking, identity, tax, and payment information inside Shopify. We can show you where to go.
Private financial information should not be sent to us.
Important
Screenshots are helpful when your provider uses a different dashboard. Never send bank passwords or full card details.