Rella guides
Setup and everyday work for coaches, therapists and service businesses in Canada and the United States.
- Set up your first Rella business
Start with business details, services, and available times, then check your booking page before sharing it.
- Set up and share your booking page
Let clients choose a session and book an available time using your business’s public link.
- Set a coach’s weekly availability
Choose the days and times each coach can be booked, using your business’s time zone.
- Why are there no booking times?
Check the service, coach, saved hours, and booking rules when your public page has no slots.
- Invite your team and choose their access
Send an invitation and select a role that matches the work the person needs to do.
- Add a client and find their records
Use Clients for people you work with and open their profile to see the information your role permits.
- Track enquiries and follow-up tasks
Use Contacts and the CRM board to track an enquiry, then add a task for the next action.
- Book and update an appointment
Record a session, then update its status to reflect what happened.
- Prepare and send a form
Create or choose a form, send it to a client, and find the completed answers.
- Write, sign, and add to session notes
Record coaching notes and agreed actions, then sign the note when it is ready.
- Set up a reminder or follow-up automation
Choose what starts a workflow, add the actions, and review its runs to check what happened.
- Reset your password and use two-factor sign-in
Recover access to your account or add an authentication code to your sign-in.
- An email or invitation did not arrive
Check the recipient address, spam folder, and the action that should have sent the email.
- Understand the free trial and plans
Review the one-month free trial, then choose a plan paid monthly or yearly.
- Ask for help when you are stuck
Send a clear question or problem report from inside Rella, with the details needed to help you.
- Add your logo and business colours
Set branding once and reuse it in forms, emails and landing pages.
- Build and publish a landing page
Create a page, collect enquiries in the CRM, and show visitors a thank-you page.
- Find your way around Rella
Use the menu sections, the tabs across the top and Search to reach any page quickly.
- Email a contact and read their replies in the Inbox
Keep each contact's emails, and texts, in one conversation.
- Send texts and set up missed-call follow-up
Send and receive texts beside each contact's emails, and choose whether missed callers receive a booking link.
- Send an email campaign
Write an email template, then send it to contacts who agreed to receive marketing emails.
- Write and publish a blog post
Publish posts on your own blog page, in your business branding.
- Plan your social media posts
Plan posts with their text and time, and get the text by email when it is time to post.
- Put your enquiry form on your own website
Place a landing page's enquiry form on your website, so enquiries go straight into your CRM.
- Follow up with enquiries that did not book
Send three gentle emails over a month to enquiries who have not booked, only with their consent.
- Ask clients for Google reviews
Email clients your Google review link, by hand or automatically after a few sessions.
- Collect testimonials from clients
Ask a client for a few words and choose which testimonials to show on your booking page.
- Send a proposal and get it signed
Send a priced proposal or agreement that the person reads and signs online by typing their name.
- Switch on health privacy mode
Keep enquiries from people seeking therapy in Rella under a service provider agreement, as laws like Ontario's PHIPA expect.
- Set up your business phone menu and voicemail
Route calls, set office hours and follow up on private voicemails in Rella.
- Use your existing number or get a new one
Choose a new business number, transfer an eligible existing number, or forward calls from your current provider.