Create a Practitioner Profile in Able
Creating a Practitioner account and profile in Able allows users to design and deliver leadership development services and programs. This guide will walk you through the process of setting up your profile, ensuring all necessary information is complete for a fully functional account.
About Practitioner Accounts
Practitioner accounts are for learning & development or leadership development practitioners such as executive coaches, leadership coaches, facilitators, trainers, consultants, program designers, program coordinators and other roles involved in the design, delivery and coordination of learning & development or leadership development projects.
Learn more about different account types β here.
What you will learn
How to create a practitioner account.
Filling out your personal information.
Adding a short bio.
Adding expertise area tags.
Step 1: Create a Practitioner Account
Anyone can create an Able Practitioner Account for free. To do this:
Navigate to the Able registration page: https://app.helloable.co/Register
Select the 'Practitioner' option to indicate your role as someone who delivers leadership development services.
Fill in your name, company name, email, and set a secure password.
Agree to the terms and privacy policy before clicking 'Register'.
Step 2: Go to the Profile Page
Once you have registered an account go to the "My Profile" tab. You can find this by selecting the "Complete your Profile" card or select "My Profile" in the side navigation under the "dashboard.
Step 3: Complete your Personal Profile
Once on the My Profile tab complete your personal details. This includes your name, email, mobile number (optional), date of birth (optional), location, role title, time zone, website and upload a profile picture so your clients recognise you.
π Leave the Calendly Url Name field empty. The Able support team will help you set this up seperately. Learn more about setting up your calendar > here.
Step 3: Upload your Profile Photo
At the bottom of the "My Profile" tab you can upload your Profile Image. This will appear all through Able to your team members, clients, learners (eg. coachees and program participants) on emails to learners such as the "Meet your coach" email.
When you have completed the "My Profile" tab click "Update Details" to save your changes.
Step 4: Complete your Bio
Go to the Partner Bio tab and complete your bio. These appear all through Able to your team members, clients, learners (eg. coachees and program participants) on emails to learners such as the "Meet your coach" email.
When you have completed the "Partner Bio" tab scroll to the bottom of the page and click "Update Bio" to save your changes.
π The first two fields are essential ie. the "Short Bio" and the "Bio for cards".
The others can be left.
Step 5: Add Partner Tags and Expertise
Navigate to the "Partner Tags" section to specify your areas of expertise. You can select tags related to content expertise, diagnostics, industry, and more. This helps in highlighting your skills and experience to potential clients and your team members.
These tags are particularly helpful in the Partners section where you can search and filter your team member and other Practitioners by their expertise, industry experience and location etc.
Step 6: Finalize and Publish Your Profile
Review all the information entered to ensure you are happy with it and it's accurate. Once satisfied, click on the "Status" tab to publish your profile. Ensure the "Hide Profile" setting is set to "No" (meaning "No, do not hide my profile"). When you are ready click "Update". Your profile is now published so you can now connect with your team members and clients and know that they will be able to see your profile.
Next Steps
Before you start adding your team members, inviting clients or creating a project you should setup your company. Learn more about setting up your company β here.