Official Clinical Manual & System Guide

Soulmates Therapy Centre — Operational Playbook

Operational guide for Col Umakant Saxena, consulting hypnotherapists, reception desk, and clinical staff.

1. Digital Clinic Architecture

The Soulmates Hypnotherapy digital platform is engineered to automate patient inquiries, past life regression consultations, and appointment scheduling while preserving patient privacy and medical confidentiality.

3-Step Booking Funnel

Located at /book. Patients choose their therapeutic focus (PLR, Anxiety, Insomnia), select In-Clinic (Pune) vs Online Video, and choose payment mode (Pay at Clinic or UPI Pay Online).

Multi-Lingual AI Assistant

Named Aura. Trained on Col Umakant Saxena's clinical hypnotherapy methods with instant language switching (English, Hindi, Marathi) and automatic patient lead triage.

E-Book Lead Magnet

Automatic timed pop-up offering "Unlocking the Subconscious Mind" PDF in exchange for patient contact info, capturing high-intent therapy prospects.

2. The 7 Admin Portal Tabs (/admin)

The private clinical desk is accessible at /admin. Below is how each tab operates:

Tab 1
Appointments & Consultations

Displays all booked therapy sessions. For UPI payments, staff verify the transaction ID against the clinic's bank app and click "Payment Verified & Lock Seat". For in-clinic bookings, it provides one-click confirmation and calendar locking.

Tab 2
Therapy Sessions & Slot Capacities

Control daily consultation slot limits for In-Clinic Pune Sessions (Wanowrie Clinic) and Online Video Consultations (Google Meet). Modify consultation fees and adjust available slots with instant + / - controls.

Tab 3
Patient Inquiries & Intake Leads

Live stream of inquiries from the Contact form and assessment tools. Displays patient age, city, primary psychological or physical concern, phone number, and preferred session mode.

Tab 4
Chatbot Transcripts & Live Conversations

Complete transcripts of conversations between patients and the AI assistant. Filter by language (English, Hindi, Marathi) to review patient queries and follow up on hot leads.

Tab 5
E-Book Lead Captures

Records of all visitors who downloaded Unlocking the Subconscious Mind. Excellent for nurturing through clinic newsletters and workshop invites.

Tab 6
Clinical Staff & Doctor Access

Manage roles and credentials for Col Umakant Saxena (Clinic Owner), assistant hypnotherapists, reception desk, and IT administration.

Tab 7
Clinic Settings & CSV Data Export

Export all patient records, consultation history, and leads into Excel/CSV with a single click. Configure emergency phone numbers, clinic hours, and UPI payment IDs.

3. Staff & Doctor Credentials

Lead Doctor / Founder Access

Col Umakant Saxena (Clinic Owner)

  • Email: owner@soulmateshypnotherapy.com
  • Password: Soulmates#Pune2026!admin
  • Privileges: Complete clinical desk, financial reconciliation, slot controls, and staff permissions.
Platform Technical Admin

Platform Administrator

  • Email: admin@aectura.cloud
  • Password: Admin@2026
  • Privileges: Full administrative privileges, database exports, and server operations.

4. Daily 10-Minute Clinical Checklist

1. Morning (10:30 AM): Review Today's Appointments

Open Tab 1 on /admin to check in-clinic vs online appointments scheduled for the day.

2. Triage Inquiries (Tab 3):

Follow up on any patient inquiries regarding Past Life Regression, anxiety therapy, or de-addiction via WhatsApp or call.

3. Weekly Friday Data Backup (Tab 7):

Click "Export Leads & Appointments to CSV" to download a local backup for clinic records.

Soulmates Therapy Centre — Pune

209, One Place, Opposite Salunke Vihar Road, Wanworie, Pune (Maharashtra) 411040, India

Phone: +91 9970523794 • Email: info@soulmateshypnotherapy.com

Clinic Working Hours

Mon – Sat: 10:30 AM – 7:30 PM

Sunday: 11:30 AM – 5:30 PM

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