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Business Mode

Business Mode Guide

What Business Mode Does

Business Mode is used for professional and organization accounts.

When a user account is set as a professional or organization, that user receives a business-style public profile instead of the standard creator profile. Business profiles include:

  • Business name
  • Business type
  • Location
  • Services and specialties
  • Credentials
  • Telehealth or remote service availability
  • Accepting new clients status
  • Pricing information
  • Insurance information
  • Contact information
  • Appointment booking
  • Business profile tabs for Services, About, and Content

Client accounts use a simpler client profile with About and Activity tabs.

Creator accounts use the normal profile or channel display mode configured for the site.

Choose the Author Page Display Mode

Go to Appearance → Customize → Site Behavior / Advanced → Author Template Mode.

The available author display modes are:

  • Profile Mode: social-style author pages.
  • Channel Mode: video-focused author pages.
  • Business Mode: professional-style author pages.

Professional and organization accounts use the business profile layout. Client accounts use the client profile layout. Creator accounts use the site-wide author display mode.

Configure Professional Approval

Go to VH360 Theme → Business.

Use Require Professional Approval if professional registrations should require admin approval before receiving professional access.

When approval is required:

  1. New professional registrations are created with pending status.
  2. Pending professionals appear in the Pending Professional Approvals table.
  3. The admin can approve or reject the professional account.
  4. Approved professionals can access professional features.

If a professional is not approved, professional-only dashboard items such as Availability are not shown.

Create Business Registration Pages

Business Mode includes separate page templates for professional and client registration.

Create these pages from Pages → Add New:

  1. Create a business registration landing page and choose the Business Registration Landing template.
  2. Create a professional registration page and choose the Professional Registration template.
  3. Create a client registration page and choose the Client Registration template.

The business registration landing page lets visitors choose between the professional path and the client path.

If registration is disabled in WordPress, the business registration page redirects visitors away from the registration flow.

Customize Business Registration Text

Go to Appearance → Customize → Authentication Pages.

Use these sections to customize the customer-facing registration text:

  • Business Registration Landing
  • Professional Registration Form
  • Client Registration Form

The Business Registration Landing section includes the option Registration Paths to Display.

Available choices are:

  • Both Professional and Client
  • Professional Only
  • Client Only

If only one path is selected, the business registration landing page redirects visitors directly to that registration form.

Set a User Account Type Manually

Admins can edit a user and choose the account type from the user profile screen.

Available account types are:

  • Creator
  • Professional
  • Client
  • Organization

Professional and organization accounts display business profile fields. Client accounts display the client profile layout. Creator accounts use the standard creator profile or channel layout.

Complete the Business Profile

Professional and organization users can manage their public business profile from the frontend dashboard.

Go to Dashboard → Business Profile.

This section lets the user enter:

  • Business Name
  • Business Type
  • Credentials
  • Location
  • Professional Category, when member categories are enabled
  • Specialties
  • Telehealth or remote service availability
  • Accepting new clients status
  • Phone Number
  • Contact Email
  • Booking URL
  • Pricing Information
  • Insurance Information

Click Save Business Profile after making changes.

The saved business information appears on the user’s public business profile.

Set Appointment Availability

Approved professional and organization accounts can set appointment availability from the frontend dashboard.

Go to Dashboard → Availability.

Professionals can configure:

  • Appointment Duration
  • Buffer Time Between Appointments
  • Weekly Schedule
  • Multiple time blocks per day

Click Save Availability after setting the schedule.

The public business profile uses this availability to show bookable appointment times to clients.

How Clients Book Appointments

On a professional or organization profile, clients can use Book an Appointment.

The booking area lets clients:

  1. Select a date.
  2. View available time slots for that date.
  3. Book an available appointment slot.

After booking, the appointment appears in the customer’s dashboard under My Appointments.

For professionals and organizations, appointments appear under Appointments.

Manage Appointment Sessions

Professionals manage appointment sessions from Dashboard → Appointments.

Professional controls can include:

  • Open Room
  • Start Session
  • End Session

Clients view their booked sessions from Dashboard → My Appointments.

Client session buttons change based on the appointment status. A client may see statuses such as:

  • Not Open Yet
  • Waiting for Professional
  • Scheduled
  • Join Session
  • Session Ended

Clients can join when the session is available and the professional has started it.

Business Profile Public Tabs

Business profiles include these public tabs:

  • Services
  • About
  • Content

The Services tab displays business profile details such as credentials, specialties, availability labels, pricing, and insurance information when those fields are filled in.

The About tab displays the profile bio and business name.

The Content tab displays the user’s posts and videos when available.

Troubleshooting

Business Profile does not appear in the dashboard

Confirm the user account type is Professional or Organization.

Availability does not appear in the dashboard

Confirm the account is a professional or organization account and that the professional account is approved.

A professional registration is not approved automatically

Go to VH360 Theme → Business and check whether Require Professional Approval is enabled. If it is enabled, approve the professional from the pending approval table.

Clients cannot book a time

Confirm the professional has saved availability in Dashboard → Availability and that the selected date has available time blocks.

The registration landing page does not show both account types

Go to Appearance → Customize → Authentication Pages → Business Registration Landing and check Registration Paths to Display.