Registry Onboarding
Checklist
Your step-by-step guide to a complete, searchable, client-ready listing. Follow the profile form's two tabs in order.
Provider Reference — v1.3How the Profile Form Is Organized
The registry profile form has two tabs, each framed around a different question:
Tab 1 — Identity. Who are you? Your name, how you describe yourself, your license, your photos, your location, and how to reach you.
Tab 2 — Business. What does your practice do? Your description, services, service area, attributes, highlights, FAQ, and special offers.
Business Name
Enter your business name exactly as it appears on your legal or DBA registration. This is what clients see first, and it's what our search indexes against.
- Match your legal or DBA name exactly — no abbreviations or informal variants
- Do not include your modality here (that goes in the tagline below)
- Do not include location here (unless it's part of your legal name)
Tagline (Identity Line)
A single sentence that appears directly below your business name. It tells the visitor who you are and what you do — immediately. Writing it right after your name means the two pair naturally.
- Keep it to one sentence
- Include your primary modality or specialty
- Do not use the word "expert" or other claim-heavy titles
- Do not list credentials — this is not a bio
- Write it the way you would introduce yourself at a professional event
License Number
Your active professional license number, as issued by your state or certifying body. This is what separates a registry listing from a general directory — clients know the credentials are real.
- Enter your current, active license or certification number
- Include the issuing state or body if applicable (e.g., "AZ LMT #12345")
- If you hold multiple licenses, enter your primary one — additional certifications go in Highlights on Tab 2
Photos
Photos are the first visual impression a client gets. They should be professional, clear, and authentic.
- Featured photo (included on all listings) — this is the hero image.
- Image gallery — entirely optional. PRO If you choose to add a gallery, upload your featured photo again as the first gallery image, then add up to 9 additional photos (10 total maximum) showing your workspace, tools, and yourself at work.
- File format: WebP, JPG, or PNG
- Minimum dimensions: 600 × 800 pixels (portrait orientation)
- Use real photos — no stock images, no AI-generated images, no trademarked or copyrighted material
- Photos should be well-lit, uncluttered, and in focus
- Do NOT include visible client faces (unless you have written consent)
- Do NOT use heavy filters or text overlays
- Use descriptive file names (e.g.,
reflexology-session-camp-verde.webp, notIMG_3847.jpg)
- Featured photo (uploaded as hero and as gallery #1)
- Professional headshot or working photo
- Workspace or treatment room
- Tools, products, or environment details
- All photos are original (no stock or AI)
- No visible client faces without consent
Video PRO
A short video helps clients get a feel for you before they ever contact you. One video per profile — hosted on YouTube or Vimeo, linked from your listing.
Aim for 30–90 seconds. The first 3–5 seconds decide whether viewers keep watching, and the first ~34 seconds are where people are most engaged. Front-load what matters.
- Hosted on YouTube or Vimeo — paste the share URL into the video field
- Length: 30–90 seconds. Long enough to introduce yourself properly, short enough to stay engaging
- Hook the first 3–5 seconds. Open with who you are and who you help — not a slow intro, logo animation, or music fade-in
- Put what matters in the first 34 seconds. That's where viewer engagement is highest; anything after is bonus
- One clear call-to-action. A single next step ("View my services below," "Book a consultation") outperforms multi-step instructions
- Add captions. Most viewers scroll with sound off; captions increase completion rates significantly
- Film in landscape orientation (16:9) with good lighting and clear audio
- Do NOT make treatment claims or guarantees on camera
- Do NOT show client faces without written consent
Address
Your practice address powers local search, directions, and the map on your listing. The address field uses Google Maps to autocomplete and verify your location.
- Use the address where clients are seen — not a billing or mailing address
- If you are home-based or mobile, you can enter your general area instead of a physical address, and detail your service area on Tab 2
- Include city, state, and ZIP — these power location-based search
google.com/maps, search for your business, and use "Add a missing place" to submit it. Verification takes a few days — then come back to the registry form and the address will autocomplete normally.Phone Numbers
Three phone fields are available. Fill in the ones that apply — primary phone is required, the others are optional.
The number you actually answer for client inquiries. Will be clickable on mobile. A business line is preferred over a personal cell when possible. Include area code.
If you have a toll-free number, list it here. Especially useful if you serve clients across a wider region.
Still common for healthcare referrals, insurance paperwork, and inter-practitioner communication. List here if you accept faxed records.
Email Address
The email address that reaches you for new client inquiries.
- Use a professional address (yourname@yourbusiness.com) when possible
- Avoid shared inboxes unless someone is actively monitoring them
- Check that any autoreply messages are current and professional
Website & Booking Link
Your website and booking link have different purposes: the website is where clients learn more, the booking link is where they commit. Keeping them separate means the booking button on your listing can be prominent and action-oriented.
Your main business website. Include the full URL, starting with https://.
A direct link to your online scheduling page (Acuity, Calendly, SimplePractice, etc.). If your website has a booking feature on a specific page, link to that page — not just your homepage.
Social Media Links
Social profiles give clients a fuller picture and give search engines more signals that your business is real and active.
Facebook and Instagram links are available on all listings, free and paid.
LinkedIn, TikTok, YouTube, Threads, Pinterest, Substack, and other platforms are available with a paid membership.
- Include the full URL, starting with
https:// - Only link to profiles you actively maintain — a stale social feed hurts more than it helps
- Test every link on mobile before submitting
Business Description
The main narrative block of your listing. It tells potential clients what your practice does, who it serves, and what makes it distinct.
- 100–300 words
- Write in third person or direct address — not first person
- Lead with what the business offers, not your personal story
- Include your location or service area at least once
- Mention whether you offer in-person, virtual, or both
- Do NOT include medical treatment claims
- Do NOT list every credential — save those for the License Number field and Highlights
- Opening: What does the practice do?
- Middle: Who does it serve? What is the approach or philosophy?
- Close: What can a potential client expect? (consultation, session format, etc.)
Health Claims & Language
The registry is built on trust. Families use it to find real providers with real credentials — and that trust breaks the moment someone reads a claim that sounds too good to be true.
Your profile must stay clear of unsubstantiated health claims. This protects families from misleading information, protects the registry from regulatory risk, and protects you from FTC and FDA enforcement — which has increased significantly in the wellness and alternative-health space over the past decade.
- Describe what you do, not what you cure. "Supports relaxation" is fine. "Treats anxiety" is not.
- Do not name specific medical conditions as things you address unless you hold the license to diagnose or treat them. A licensed MD can say "manages hypertension." A reflexologist cannot.
- Do not quantify outcomes you cannot prove. "80% of clients report relief" requires documented evidence to back it up.
- Do not use before/after testimonials that describe symptom elimination, cures, or disease reversal.
- Be especially careful if your practice involves frequency or wellness devices, supplement programs, or similar products. These categories are the subject of active FTC and FDA enforcement, and the language the manufacturer provides in their marketing materials is often non-compliant. Do not copy product marketing language into your profile.
Agency Information PRO
Required for licensed agencies and other non-individual entities. Skip this section if you are a solo practitioner.
This section gives clients essential context before they read the rest of your profile. A family evaluating agencies wants to know what kind of agency you are, how big you are, and what accreditations back your work — the same way a solo practitioner's license number establishes credibility.
What kind of agency you are — for example: home health agency, non-medical home care, hospice, adult day care, care management, assisted living, or another recognized agency type.
The total number of staff or employees currently working with your agency. Clients use this as a rough indicator of scale — a 4-person agency and a 40-person agency feel very different to a prospective family, and both have their place.
List your accreditations and certifications as a comma-separated list. Common examples: CHAP, ACHC, Joint Commission, state licensure numbers, or specialty accreditations relevant to your agency type. Include the issuing body and current status.
Service Description PRO
Your specific services, listed individually. Each one gets 1–2 sentences.
- List services individually — do not combine them into a paragraph
- Name each service clearly (e.g., "60-Minute Reflexology Session," not "Healing Session")
- Include duration, format (in-person/virtual), and price if applicable
- Do NOT use vague or clinical language
- Do NOT make outcome promises or treatment claims
Categories & Tags
Categories place you in the right corner of the registry — they describe what you do. Tags are short keywords that help your listing appear in search — the words someone would type to find you.
- Select the categories that best describe your practice (the form will guide you)
- Use 5–15 tags
- Enter tags comma-separated in a single line
- Use lowercase
- Include your modality, specialty, conditions you support, and your location
- Mix broad and specific (e.g., "reflexology" and "plantar fasciitis support")
- Do NOT use hashtags
- Do NOT use full sentences
Service Area, Hours & Languages
Four related fields that tell visitors where, when, and how you serve clients.
Describe the geographic region you serve. Be specific enough to be useful, broad enough to be accurate. Good examples: "Verde Valley and Sedona area, AZ" · "Within 30 miles of Camp Verde" · "All of Yavapai County, AZ". Avoid vague phrases like "anywhere" or "statewide" unless that's genuinely true.
When you're typically available. A simple freeform format works well: "Mon–Fri 9am–5pm, Sat by appointment" or "By appointment only, including evenings and weekends." If your schedule varies, say so — clients would rather read "hours vary by week, please inquire" than a rigid schedule that turns out to be inaccurate.
List the languages you work in. English is assumed — list it explicitly only if you want to emphasize it. Example: "English, Spanish" or "English (primary), Spanish (conversational)". Be honest about fluency — "conversational" signals different capability than "fluent."
A simple radio-button field indicating whether any part of your service can be delivered remotely.
- You offer telehealth, video consultations, or phone sessions
- Part of your intake, follow-up, or consultation work happens virtually
- Clients can meaningfully engage with your service without being in the same room
- Your work requires physical presence (bodywork, in-home care, hands-on therapies)
- There's no meaningful remote version of what you do
Practice Attributes
Attributes help visitors understand how you work, who you serve, where you work, and how you accept compensation. They are powerful search filters — a family searching for "works with dementia" or "sliding scale available" will use attributes to find the right fit.
The four attribute groups
- Select at least one attribute — but treat that as the floor, not the target
- Select only attributes that genuinely describe your practice
- If you're unsure about an attribute, hover the ? on the form for a definition
- Revisit these every 6–12 months — your practice evolves, and so should your attributes
Highlights PRO
3–6 short bullet points that appear prominently on your listing — your "at a glance" differentiators.
- Use 3–6 highlights
- Each should be one short phrase or sentence
- Focus on what makes you different, not what makes you the same as everyone
- Do NOT repeat your service list here
- Do NOT use superlatives ("best," "top," "leading")
- Practicing since 2010
- Specializing in nervous system support
- Offering both in-person and virtual sessions
- Certified in 3 reflexology modalities
- Accepting new clients — same-week availability
FAQ PRO
The FAQ section lets you preemptively answer the questions clients ask most. This builds trust and reduces friction before a client ever contacts you.
- Include 3–7 questions and answers
- Write questions the way a client would ask them — conversational, not clinical
- Keep answers to 1–3 sentences
- Do NOT use this section to make medical claims or guarantees
- What should I expect during my first visit?
- Do you offer virtual sessions?
- What forms of payment do you accept?
- How do I book an appointment?
- Do I need a referral?
- What should I wear or bring?
- Is parking available?
Registry-Only Special PRO
A discount or special offering available only to visitors who find you through the registry — not available through your website, social media, or other channels. This rewards clients for using the registry and gives you a way to measure where new business is coming from.
- The offer must be genuinely registry-exclusive — not advertised elsewhere
- Describe the offer clearly: what it is, who qualifies, and how to redeem
- Include a redemption mechanism (e.g., "mention Comfort Care Registry at booking")
- Do NOT use this space for general discounts, seasonal sales, or public promotions
- An expiration date is optional
Final Audit — Before You Submit
Run through this full check before hitting submit.
- Tab 1: Business name matches your legal or DBA name
- Tab 1: Tagline is one sentence — no claims, no credential dumping
- Tab 1: License number is current and includes issuing state
- Tab 1: Featured photo uploaded
- Tab 1: Image gallery (optional) — if used, featured photo duplicated as gallery #1, plus additional photos up to 10 total, 600×800 minimum, WebP/JPG/PNG
- Tab 1: Descriptive file names on all photos
- Tab 1: Video (if used) is 30–90 seconds, hosted on YouTube or Vimeo, GDPR consent checked
- Tab 1: Address verified in Google Maps (added to Maps first if needed)
- Tab 1: Primary phone is the one you actually answer; toll-free and fax filled in if applicable
- Tab 1: Email is monitored and professional
- Tab 1: Website URL and Booking URL are separate and both functional
- Tab 1: All social links tested on mobile
- Tab 2: Business description is 100–300 words, third person, includes location
- Tab 2: Description includes at least one natural, spoken-style sentence
- Tab 2: Agency Information complete (if you are an agency)
- Tab 2: Services listed individually with names, durations, and prices
- Tab 2: Service descriptions weave in 2–3 specific search phrases
- Tab 2: Tags are 5–15 items, lowercase, comma-separated
- Tab 2: Service area, hours, and languages filled in
- Tab 2: Remote/Online/Phone radio answered accurately
- Tab 2: Attributes selected honestly — only what's genuinely true
- Tab 2: Highlights are 3–6 short differentiators, using "since [year]" where relevant
- Tab 2: FAQ has at least 3 client-facing questions answered
- Tab 2: Registry-only Special (if used) is genuinely exclusive and has a clear redemption method
- Both: No unsubstantiated health claims — every outcome-related statement passes the "could I defend this to the FTC?" test
- Both: No product marketing language copied from device or supplement manufacturers
- Both: No stock photos, AI images, or copyrighted material
Want Us to Build It for You?
We offer a done-for-you onboarding service. We'll build your full profile — tagline, descriptions, SEO, photos, and all — based on a short intake call. You review, approve, and go live.
Subject line: Done-For-You Onboarding Request
