MindFi

Sign up for a Provider account on the Web App

Step 1: Creating a Provider account

Submit your information for us to set up your profile

Step 1.5: Provide Your Profile Details

Sign in, and view the Dashboard on the portal

Step 2: Accessing the Provider Portal

Allow the system to read your availability, and add bookings to your calendar

Step 3: Connecting Your Calendar

Set your current timezone for booking times to be reflected accurately

Step 4: Setting Your Timezone

Set the days of the week and time slots in a day to receive bookings

Step 5: Setting Your Schedule

View your profile as it appears to members on the platform

Viewing Your Profile

Familiarize yourself with the policies for a smooth experience as a Provider

Viewing the Provider Policies

Managing session reminder emails, and calendar reconnection emails

Manage Email Notification Preferences

Understanding Timezones in the Provider Portal

Understanding Daylight Saving Time (DST) for Providers

Getting Started as a Provider

I am not able to log in to the Provider Portal

I want to terminate my agreement with MindFi

How do I view my Provider profile on the app?

How do I edit the info on my Provider profile?

Why is my profile showing as inactive on the Provider Portal Dashboard?

I want to reconnect my calendar

I want to switch from Outlook Calendar to Google Calendar or vice versa

I want to change the Google Calendar account connected to the Provider Portal

I want to change the Outlook Calendar account connected to the Provider Portal

How do I set my unavailability?

Why am I still receiving bookings after blocking my calendar?

There are available slots on my calendar, but they are not appearing on the Provider Portal Dashboard calendar preview

I've blocked my calendar, but can still see open slots on the Provider Portal Dashboard calendar preview

How do I not get back-to-back bookings?

Why do I keep receiving the email notification asking me to connect my calendar?

My location/timezone is not correct

The availability shown on the calendar preview does not match the schedule I've set

As a Provider, how do I get a Letter or Certificate of Employment?

Access to the Provider Portal, profile, schedule and availability

FAQs & Troubleshooting - Getting Started as a Provider

Blog

Terms of Service

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Security

Privacy

Resources

Policies

MindFi App

MindFi Hub

Provider Portal

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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