{"id":4357,"date":"2026-08-20T11:08:22","date_gmt":"2026-08-20T03:08:22","guid":{"rendered":"https:\/\/safetalk.space\/blog\/?post_type=help-centre&#038;p=4357"},"modified":"2026-08-20T14:56:51","modified_gmt":"2026-08-20T06:56:51","slug":"getting-familiar-with-safetalk","status":"publish","type":"help-centre","link":"https:\/\/safetalk.space\/blog\/help-centre\/getting-familiar-with-safetalk\/","title":{"rendered":"Getting Familiar with SafeTalk"},"content":{"rendered":"<div data-post-content>\n<iframe loading=\"lazy\" class=\"aspect-video rounded-2xl\" width=\"100%\" height=\"auto\" src=\"https:\/\/www.youtube.com\/embed\/oYJ96XtGjLE?si=Qc4qU4XAtTGAKawV\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen=\"\"><\/iframe>\n\n\n\n<h2 id=\"welcome-to-safetalk\" class=\"wp-block-heading\">Welcome to SafeTalk<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Welcome to SafeTalk! Whether you\u2019re just getting started or exploring features you haven\u2019t used yet, this short tour will walk you through the main areas of the platform so you know exactly where everything is.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In just a few minutes, you\u2019ll learn where to manage your practice, organize your clients, schedule appointments, and customize SafeTalk to fit your workflow.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 id=\"management\" class=\"wp-block-heading\">Management<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The&nbsp;<strong>Management<\/strong>&nbsp;section is where you\u2019ll configure the core parts of your practice.<\/p>\n\n\n\n<h3 id=\"services\" class=\"wp-block-heading\">Services<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Create and manage the services you offer, such as individual therapy, couples counseling, assessments, or consultation sessions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udc49\u00a0Learn more:\u00a0<strong><a href=\"https:\/\/safetalk.space\/blog\/help-centre-category\/services-packages\/\">Managing Your Services<\/a><\/strong><\/p>\n\n\n\n<h3 id=\"rooms\" class=\"wp-block-heading\">Rooms<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Set up the locations where appointments take place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Physical consultation rooms<\/li>\n\n\n\n<li>SafeTalk Telehealth rooms<\/li>\n\n\n\n<li>Custom online rooms (Zoom, Google Meet, Doxy)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udc49\u00a0Learn more:\u00a0<strong><a href=\"https:\/\/safetalk.space\/blog\/help-centre\/how-to-add-manage-both-online-physical-rooms-on-safetalk\/\">How to Set Up Online and In-Person Appointment Rooms<\/a><\/strong><\/p>\n\n\n\n<h3 id=\"payment-channels\" class=\"wp-block-heading\">Payment Channels<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Configure how clients can pay you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can enable:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Bank transfer<\/li>\n\n\n\n<li>QR payments<\/li>\n\n\n\n<li>Stripe<\/li>\n\n\n\n<li>Custom payment methods<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udc49\u00a0Learn more:\u00a0<strong><a href=\"https:\/\/safetalk.space\/blog\/help-centre\/how-to-set-up-accepted-payment-methods-in-safetalk\/\">Managing Payment Channels<\/a><\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 id=\"my-practice\" class=\"wp-block-heading\">My Practice<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The&nbsp;<strong>My Practice<\/strong>&nbsp;section is where you configure how your practice operates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Manage your availability<\/li>\n\n\n\n<li>Create scheduling templates<\/li>\n\n\n\n<li>Configure intake forms and case note templates<\/li>\n\n\n\n<li>Set booking rules<\/li>\n\n\n\n<li>Create automation workflows<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udc49\u00a0Learn more:\u00a0<strong><a href=\"https:\/\/safetalk.space\/blog\/help-centre\/a-complete-guide-to-my-practice-in-safetalk\/\">A Complete Guide to \u201cMy Practice\u201d in SafeTalk<\/a><\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 id=\"booking-page\" class=\"wp-block-heading\">Booking Page<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Your Booking Page allows clients to schedule appointments online.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Share the booking link by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Adding it to your website<\/li>\n\n\n\n<li>Including it in your social media profiles<\/li>\n\n\n\n<li>Sending it directly to clients<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Once shared, clients can book appointments based on your availability.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udc49\u00a0Learn more:\u00a0<strong><a href=\"https:\/\/safetalk.space\/blog\/help-centre-category\/online-booking\/\">Online Booking in SafeTalk<\/a><\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 id=\"organization\" class=\"wp-block-heading\">Organization<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re using SafeTalk as an organization, you\u2019ll also have access to the&nbsp;<strong>Organization<\/strong>&nbsp;page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From here you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Invite therapists<\/li>\n\n\n\n<li>Manage team members<\/li>\n\n\n\n<li>Configure permissions<\/li>\n\n\n\n<li>Control organization-wide settings<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udc49\u00a0Learn more:\u00a0<strong><a href=\"https:\/\/safetalk.space\/blog\/help-centre\/how-to-setup-your-organization-on-safetalk\/\">Setting Up Your Organization on SafeTalk<\/a><\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 id=\"my-clients\" class=\"wp-block-heading\">My Clients<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The&nbsp;<strong>My Clients<\/strong>&nbsp;page contains every client in your practice.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add existing clients<\/li>\n\n\n\n<li>View client information<\/li>\n\n\n\n<li>Search your client database<\/li>\n\n\n\n<li>Access each client\u2019s dashboard<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Clients who register through your Booking Page will also appear here automatically.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 id=\"client-files\" class=\"wp-block-heading\">Client Files<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Each client has a dedicated file containing everything related to their care.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From a client\u2019s file, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>View appointment history<\/li>\n\n\n\n<li>View payment history<\/li>\n\n\n\n<li>Write case notes<\/li>\n\n\n\n<li>Assign forms and homework<\/li>\n\n\n\n<li>Manage files and tasks<\/li>\n\n\n\n<li>Track progress<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 id=\"quick-create\" class=\"wp-block-heading\">Quick Create<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The&nbsp;<strong>Quick Create<\/strong>&nbsp;button is always available in the bottom-right corner of the screen.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It provides fast access to commonly used actions, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a session<\/li>\n\n\n\n<li>Block your schedule<\/li>\n\n\n\n<li>Assign homework<\/li>\n\n\n\n<li>Create tasks<\/li>\n\n\n\n<li>And more<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udc49\u00a0Learn more:\u00a0<strong><a href=\"https:\/\/safetalk.space\/blog\/help-centre\/how-to-use-quick-create-in-safetalk\/\">How to Use Quick Create in SafeTalk<\/a><\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 id=\"learn-more-buttons\" class=\"wp-block-heading\">Learn More Buttons<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Throughout SafeTalk you\u2019ll notice&nbsp;<strong>Learn More<\/strong>&nbsp;buttons beside many features.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each button links directly to the relevant Help Centre article, allowing you to learn more about the feature without searching manually.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 id=\"need-more-help\" class=\"wp-block-heading\">Need More Help?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The SafeTalk Help Centre contains detailed step-by-step guides for every feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you can\u2019t find what you\u2019re looking for, use the&nbsp;<strong>Quick Create<\/strong>&nbsp;button and select&nbsp;<strong>Help Centre<\/strong>. From there, you\u2019ll find our direct support contact options and can reach out to our support team for assistance.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/07\/help-centre.jpg\" alt=\"\" class=\"wp-image-4355\" srcset=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/07\/help-centre.jpg 1920w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/07\/help-centre-300x169.jpg 300w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/07\/help-centre-1024x576.jpg 1024w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/07\/help-centre-768x432.jpg 768w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/07\/help-centre-1536x864.jpg 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Learn your way around SafeTalk and discover the key features and tools for managing your practice.<\/p>\n","protected":false},"author":4,"featured_media":0,"template":"","meta":[],"tags":[],"help_centre_category":[129,152,128],"class_list":["post-4357","help-centre","type-help-centre","status-publish","hentry","help_centre_category-getting-started","help_centre_category-navigating-safetalk","help_centre_category-resources-for-therapists"],"_links":{"self":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/help-centre\/4357","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/help-centre"}],"about":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/types\/help-centre"}],"author":[{"embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/users\/4"}],"wp:attachment":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/media?parent=4357"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/tags?post=4357"},{"taxonomy":"help_centre_category","embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/help_centre_category?post=4357"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}