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Get Psychology Today enquiries in Rella

Forward the enquiry emails Psychology Today sends you to your private Rella address, so each one becomes an enquiry on your CRM board, and put your Rella booking link on your profile so bookings show as Psychology Today in reports.

Business owners and administrators of therapy and counselling practices ยท 6 min read

Steps

  1. Open Integrations and find Psychology Today. Copy your forwarding address. It is private to your business: keep it to yourself.
  2. In Gmail, open Settings, See all settings, then Forwarding and POP/IMAP. Choose Add a forwarding address and paste your Rella address. Gmail sends a confirmation code to Rella.
  3. Back in Rella, refresh the Psychology Today section. The code shows there, and the business owners also get it by email. Type it into Gmail and choose Verify. Leave forwarding itself off.
  4. In Gmail, make a filter: in the search options, type psychologytoday in From, choose Create filter, tick Forward it to, choose your Rella address and save. Only Psychology Today emails are forwarded.
  5. In Outlook instead, open Settings, Mail, Rules and add a rule: from an address that includes psychologytoday, redirect or forward to your Rella address. If Outlook asks for a confirmation, it shows in Rella.
  6. Copy your profile link and paste it where your Psychology Today profile asks for your website. You can choose one of your landing pages instead of your booking page.
  7. Choose Send a test. A sample enquiry, marked test, appears on your CRM board and in the list of recent emails. Delete it when you are done.
  8. Each enquiry is added with its name, email, phone if given, and source Psychology Today. Someone already in your CRM is matched by email, then phone, instead of being added twice. Your automations for new enquiries start as they do for other enquiries.
  9. In health privacy mode, the person's message is not put in the shared enquiry notes. It is kept as a protected enquiry on their record that only the business owners and the person responsible can open, and each opening is noted in the audit log.

Check it worked

A test enquiry appears on your CRM board, and Reports shows Psychology Today under Enquiry sources.

Common questions

No confirmation code appeared

Wait a few minutes and refresh the page. Check that you pasted the whole address. If the section says receiving email is not switched on, ask Rella support.

An email arrived but no enquiry was added

Open the list of recent emails. If it says no email address or phone number was found, the email did not include the person's details. You still have the email in your own inbox.

Someone else may know my forwarding address

Choose Get a new address. The old one stops working at once. Then change the address in your Gmail filter or Outlook rule.

Enquiries from another directory

Forward them to the same address. They are added with the source Forwarded enquiry.

Open Integrations (sign-in required)

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