Getting started
From signup to your first published booking page.
Sign up
Visit rcicapp.ca and select Get Started. You will choose a tier (Basic or Premium) and, on Premium, a billing cadence (monthly or annual). Coupon codes apply at this step. A confirmation email lands within seconds; click the button to verify your address.
Email change after signup is owner-only. To rotate the address on a member account, the Owner triggers a password reset from Settings → Team. Members cannot self-rotate credentials.
Onboarding
The first sign-in lands on an onboarding form. You provide your company name, business address, contact email and phone, your tenant slug (the suffix on your public booking URL), timezone, default currency, and your preferred client-page languages. Languages added here become available to clients on the booking page and on every client-facing surface that supports runtime translation.
Onboarding also seeds a default weekly availability rule of Monday-Friday 9 AM to 5 PM in your timezone. You can edit this immediately under Bookings → Availability, but the default keeps your booking page from showing zero slots in the first hour after signup.
Connect a calendar
Open My Profile and connect at least one calendar — Google Calendar or Outlook Calendar through Microsoft 365. Each member can connect up to two calendars (a primary that receives the full event and a secondary that contributes busy intervals to availability checks). Without a calendar connected, the platform still runs but availability is based solely on existing in-app bookings and events. When you connect a calendar, freebusy intervals from that calendar block slots automatically.
Connect Stripe (if you accept payments)
Settings → Payments → Connect Stripe runs Stripe Connect's Standard onboarding. The connected account is yours; Investatech is the platform. Each Stripe payment routes funds to your account; the platform fee (Basic 1% on the first $5,000 CAD/month of Stripe-processed payments, 0% above that cap; Premium 0%) is collected via Stripe's application fee. Your tenant timezone defines the monthly cap window.
If you don't take Stripe payments, leave the account unconnected. Booking, events, Q&A, written consultations, and bills all support offline payment markers (e-Transfer, cheque, wire, cash, paid outside Stripe).
Publish your first service
Go to Services and create a service. Pick a format (live consultation, written consultation, or Q&A), a duration, a price, and a description. Tick the languages you offer for this service. Save. Your public booking page at rcicapp.ca/book/<your-slug> now lists the service.
If you self-attested as an RCIC under My Profile → Regulated Consultant, the service is allowed to require a CICC-aligned Initial Consultation Agreement on the booking page. If you haven't, the platform refuses to mark services as CICC-compliant — only attested members can.
What to set up next
- Upload a tenant logo and pick a brand colour under Settings → Branding. Both apply to your booking page, your emails, your bills, and your signed Service Agreements.
- Set up your Agreement Profile (Service Agreements → Settings → Profile) with your default fee policy, refund rules, complaint handling contact, and accepted payment methods. Every new Service Agreement is seeded from these defaults.
- Capture a signature under Settings → Signing & Signatures so countersigning a Service Agreement is one click instead of three.
- Connect your Drive (Google Drive or OneDrive) under Settings → Drive. Transfer Room provisions a full case-folder tree on agreement signature; without a connected Drive, the case-folder tree is skipped.