Practitioner Profiles
What Can Be Edited
| Field | Description |
|---|---|
| Title | Honorific (Dr., Mr., Ms., etc.) |
| First Name | Given name |
| Last Name | Family name |
| Suffix/Credentials | Professional credentials (MD, PhD, RMT) |
| Bio | Professional biography |
| Display Phone | Override phone shown on booking page |
| Display Email | Override email shown on booking page |
Who Can Edit Profiles
Practitioner Priority Mode
Only the practitioner themselves can edit their profile:
- Log in as yourself
- Visit your personal booking page
- Edit controls appear for your profile
Office Priority Mode
Practitioners cannot be edited by office admins on the office page:
- Office admins can set override images
- Profile content comes from the practitioner’s own settings
- Practitioner controls their own bio, credentials, etc.
Editing Your Profile
Step-by-Step
- Log in to OutSmart as yourself
- Visit your practitioner booking page
- Find your profile card in the hero section
- Click the pencil icon (edit button)
- A modal opens with editable fields
- Make your changes
- Click Save
Field Details
Title
The honorific before your name:
- Dr., Mr., Ms., Mrs., Mx.
- Leave blank if not applicable
First Name / Last Name
Your full legal or professional name:
- Used throughout the booking experience
- Appears on confirmations and calendar
Suffix/Credentials
Professional designations after your name:
-
Enter as comma-separated values
-
Example:
MD, PhD, FRCP -
Each credential becomes a colored pill badge
Credentials appear as pill badges using your secondary color (tag color).
Bio
Your professional biography:
- Supports bold and italic formatting
- Displayed in the hero card and “Read More” modal
- Truncated on cards, full version in modal
- Keep professional and patient-focused
Display Phone / Display Email
Override contact information shown on your booking page:
- Leave blank to use your actual contact record
- Enter a value to display something different
- Actual contact info shown as placeholder hint
Display Phone/Email Use Cases
Why use display overrides?
| Scenario | Solution |
|---|---|
| Show clinic number instead of personal | Enter clinic number in Display Phone |
| Use booking-specific email | Enter booking email in Display Email |
| Keep personal contact private | Use display fields for public-facing info |
Bio Writing Tips
Good Bio Elements
- Professional background and training
- Specializations and areas of focus
- Approach to patient care
- Languages spoken (if relevant)
- Years of experience
Example Bio
Dr. Smith is a board-certified family physician with over 15 years of experience in primary care. She specializes in preventive medicine and women’s health, with a particular interest in helping patients manage chronic conditions through lifestyle modifications. Dr. Smith is known for her patient-centered approach and takes time to ensure each patient feels heard and understood.
Formatting Tips
- Keep paragraphs short
- Use bold for emphasis on key points
- Write in third person
- Be professional but approachable
- Keep under 200 words for readability
How Profile Appears
Hero Card (Practitioner Priority)
Shows:
- Photo
- Full name with title and credentials
- Abbreviated bio (first few lines)
- Contact information
Read More Modal
When patients click “Read More”:
- Full bio displayed
- All credentials shown
- Complete contact information
- Social media links (if enabled)
Team Cards (Office Priority)
Shows:
- Photo (or override)
- Name and credentials
- Truncated bio
- “Read More” link
Saving Profile Changes
When you click Save:
- Data validates immediately
- Profile updates in the database
- Page reflects changes without refresh
- Error message shown if save fails
Troubleshooting
Can’t See Edit Button
- Verify you’re logged in as the practitioner (not someone else)
- Must be on your practitioner priority page
- Office admins cannot edit practitioner profiles
Credentials Not Formatting Correctly
- Separate with commas:
MD, PhD, RMT - Don’t include periods within abbreviations
- Each entry becomes a separate pill
Bio Formatting Lost
- Only bold and italic are supported
- Other formatting is stripped
- Use the B and I buttons to format
Display Contact Not Showing
- Verify you entered a value
- Empty fields fall back to actual contact
- Refresh the page after saving
Next Steps
- Practitioner Images - Manage profile photos
- Reordering Team - Arrange team display order