Getting started with Phoenix: Employees

Phoenix is the web-based portal Converge International uses for managing your diary, clients and appointments. As the portal is web-based, there’s no application required to use it, just your existing web-browser.

As an Employee Consultant, after the 1st appointment has been booked for your client, you will manage all rebooking's and appointment management via the Phoenix portal.

Below is a table of contents for this guide. It’s recommended you view each section in order or you can jump to a particular section by clicking a link below.

Access the portal

Open

When you are onboarded with Converge, you’ll receive an email with your username (your email address) and a temporary password. Your username is your email address.

• Portal link: https://phoenix.convergeint.com/

Once you’ve logged in, make sure you bookmark the portal page for easy access in the future.

Adjusting your browser settings

We recommend you adjust your browser zoom settings to best view the Phoenix portal page.

To do this, in Microsoft Edge and Google Chrome browsers (Windows and Mac), click the three dots or three lines near the top right of your web-browser window. Then from the drop down menu, change the Zoom level to between 70 to 80%.

For Apple Safari browser on Mac, click the “View” menu from the top of your screen and from the drop down menu, click Zoom out 2 or 3 times. For Apple Safari browser on iPad, tap the “_AA” icon at the top of your web-browser and from the pop up menu, tap the small A to the left of 100% 2 or 3 times.

For more information, view this article: https://convergeintl.atlassian.net/wiki/spaces/ALL/pages/115408897

Quick View

The Quick View page is the default page when you login. If you need to get back to it, you can click “Quick View” from the left menu. It’s recommended that you complete all your work for rebooking, completing (commencing) and marking sessions as no-show / cancellations from this page.

Open

Quick View is split into three sections:

• Appointments Not Started

  • Contains all upcoming appointments and appointments which have not been started yet

• Appointments in Progress

  • Contains all appointments which have been commenced but not completed / closed

• Appointments Recently Completed

  • Contains all appointments recently been completed, cancelled or marked as no show

Your appointments will be placed in one of the three above mentioned sections, depending on the status of the appointment. On the right side of the appointment in all three sections is the blue “Rebook” button which lets you quickly rebook the client.

Quick View guides

Rebooking clients

• View guidance for rebooking an existing client: https://convergeintl.atlassian.net/wiki/spaces/ALL/pages/337969161

Completing appointments

• For guidance on completing an appointment view this article: https://convergeintl.atlassian.net/plugins/servlet/servicedesk/customer/confluence/shim/spaces/ALL/pages/105906216

Marking a session as no-show, cancellations and editing appointments

• For guidance on marking a session as no-show:

• For guidance on cancellations with less than 24 hrs. notice:

• For guidance on cancellations with more than 24 hrs. notice:

• For guidance on how to edit an appointment:

My calendar and your availability

My Calendar

To view and manage all of your upcoming and completed appointments, use Quick View. You can alternatively view a visual calendar which is accessible from the left menu “My Calendar”.

My calendar shows a visual of your weekly schedule. You can hover your cursor over an appointment to view “at a glance” information. Clicking on an appointment takes you to our “Classic” view of our system. When you click the appointment you’ll see detailed appointment information which may be helpful. When you need to action the appointment (mark as commence, rebook, no-show, cancellation, extra sessions etc) please return to Quick View and proceed with your desired action from there.

Working days and break periods

From “My Calendar” section of Quick View, you can open “Working Days” tab. This will let you view your active work schedule and any inactive working days.

Below the work schedule, you’ll see your Break periods (holidays).

Personal information and banking details

To view your personal details, including your working address, banking details and preferences, this can be done from the “My Profile” page (accessible from the left menu).

Once in the My Profile section you’ll see your “Consultant Summary” with your important details. Below this are sub-menu options including Personal where you can view your working location address, contact details etc, and the Payments tab where you can view payment bank details.

Key contacts

Here’s the key teams to contact at Converge International and what to contact them for:

FIT Survey

https://convergeintl.atlassian.net/servicedesk/customer/kb/view/116654121