Onboarding & the Supporting Cast — getting started, plus the customer-relevant extras

Plain-English briefing on the guided onboarding journey and the smaller customer-facing features that round out the platform: the WordPress plugin, practitioner profile embedding, the reviews widget, and the developer hand-off. Written 24 July 2026. Last verified: 3 September 2026 (Agent 11 — Co-Kinetic Sites schema note folded in).

Onboarding — simple by design

A new clinic's first experience is a Getting Started wizard: a short, guided sequence of steps with visible progress ("5 of 8 steps"), each unlocking the next stage of value. The steps cover: administrators and locations, team members, the clinic's conditions and services (pre-populated from the assessment — the clinic confirms and prunes rather than typing from scratch), priority topics (up to three, with AI-assisted interpretation of free-text input), brand colour, confirming profiles are live, and — only where relevant — connecting WordPress. Clinics not on WordPress never see a WordPress step; the wizard adapts to what was detected during assessment.

Two design principles run through it:

• The platform does the homework; the customer confirms. Conditions and services are extracted from their own site and intelligently de-duplicated; team members are detected from the site; priority topic suggestions are interpreted by AI and validated. Onboarding is mostly reviewing pre-filled answers, not filling blank forms.
• Profile depth gates content, and the wizard says why. The content tiers unlock as practitioner profiles reach completeness thresholds — with friendly, explicit explanation that AI search rewards identifiable experts, so profile depth is the foundation everything else stands on. The wizard re-opens from the sidebar at any time and always shows the next most valuable step.

For practitioners themselves, profile completion is assisted: a profile can be imported from an existing webpage URL, built through a structured editor with AI-assisted bio writing, or filled offline and uploaded. The editor's Downloads area (formerly "Guides") holds five clearly described documents — an explainer, the offline worksheet, a clinical voice preparation guide, and two interview packs — each with a type tag, a plain-English description, expandable detail and its own download button. The offline worksheet (v2, August 2026) mirrors every editor section including the depth questions and qualification types, shows the points each section earns, and uploads deterministically: re-uploading updates the profile in place, tick-boxes and emphasis choices (Boost / Normal / Set aside) reach the profile, and clinical voice answers fill only empty questions with anything skipped reported. Clinicians without a CV file can also simply paste their CV or bio text into the import dialog and get the same reviewable suggestion chips as a file upload (suggestions last for the editing session, with a visible note saying so).

Profiles are professional AND personal. Alongside the credentialed core (qualifications, registration, specialisms, CPD), every profile carries a personal-touch section — the human details that make a practitioner someone a patient wants to meet: they're a marathon runner, they adore German Shepherds, they used to be a farmer. This section doesn't affect any scoring — it exists purely because patients choose people, not credential lists, and a profile with personality converts browsers into bookings in a way a CV never will. The profession itself is a first-class field too: the platform serves physiotherapists, osteopaths, chiropractors, sports massage practitioners and allied disciplines, and each practitioner's profession flows through to how their content is researched and written — including professions the platform hasn't seen before, which are automatically researched in the clinic's own country (scope of practice, patient-facing language, verified regulatory position) and represented correctly with no manual setup. Practitioners also declare their own professional registrations and memberships on their profile — those are what appear against their name in bylines and structured data, complementing the platform's own research of the profession.

Teams change, and the platform keeps up. Each team member carries a simple active/inactive toggle — for maternity leave, a locum period, or a departure. Marked inactive, a practitioner is cleanly excluded from the content plan, author and reviewer options, and team-based features across the platform; nothing is deleted, and switching them back on restores everything. If deactivating someone would remove the clinic's last practitioner of a discipline, the platform says so before confirming — so a clinic never accidentally drops a whole discipline from its content without realising.

The WordPress plugin

For WordPress clinics, a purpose-built plugin makes publishing genuinely one-click:

• Pushes the article, its structured data, and correct placement into the clinic's mapped site sections (with a publish gate that ensures sections are mapped first, and automatic redirects if the mapping later changes).
• Renders the clinic's live review rating into every published page — fetched fresh from the platform (which holds the verified review data), injected into the page's schema at the organisation level and displayed as a visible badge, so the schema number and the visible number always match. Never fabricated: clinics without reviews show nothing rather than something invented.
• Reports the live URL back automatically, feeding the internal-linking flywheel.
• Versioned, self-updating distribution with an admin-managed download and a step-by-step setup guide.

Practitioner profile embedding (Embed & Share)

Each practitioner's structured profile can be embedded on the clinic's own site: a full profile block or a compact byline card, with the underlying person-schema included so the clinic's site carries machine-readable practitioner identity even outside the articles. Copy formats are platform-aware (the same honest Wix guidance as articles — native text plus schema via SEO settings, rather than an AI-invisible embed). Note for support: clinics on a Co-Kinetic Sites website never paste schema anywhere — structured data is emitted automatically on every page type, including clinician profiles with credentials, so any "put it on your website" schema step does not apply to Sites customers (live 27–30 Aug 2026).

The reviews widget

A small script any site can carry: it renders the clinic's live review stars (server-verified, always current) with correct schema — usable on platforms far beyond WordPress. This gives every clinic a way to surface their strongest local trust signal on any page, correctly structured for AI consumption.

The developer hand-off

For clinics with a web developer, a shareable invitation gives the developer a structured brief: what to publish, the exact assets, the schema, and platform guidance — without the developer needing platform access or the clinic needing to relay technical detail.

Support surfaces

The platform's help model is being built on the same plain-English briefings in this folder: the same documents that explain each feature internally serve as the knowledge base for customer-facing help and the support assistant, so answers customers get are consistent with how the platform actually works.

Common questions this briefing answers

• "How long does setup take?" The wizard is a handful of confirm-style steps; most of the underlying data is pre-collected by the assessment. A clinic can realistically be through onboarding in one sitting.
• "Do my practitioners each have to do lots of admin?" Their profiles matter (that's where AI trust lives), but completion is assisted — URL import, AI-assisted writing, or an offline worksheet. And each practitioner's one-off insight contribution per article is three short questions.
• "We're not technical — can we still do the website parts?" Yes: WordPress is one-click via the plugin; everything else has guided platform-specific routes; and the developer hand-off exists for clinics that prefer to delegate.
• "Is the review rating on our pages real?" Always. It's fetched from verified review data, matched between the visible badge and the schema, and simply absent if the clinic has no reviews yet — the platform never invents trust signals.