新手上路

第一次使用微象？照這個順序走一遍，從建立個案、記錄處理，到開放線上預約，整套流程一次就懂。每一步都有獨立說明可以深入。

第一次使用微象，建議照下面的順序走一遍。每一段都連到一篇更詳細的說明，先抓全貌、需要時再點進去。

第一步：建立第一位個案

到「個案」分頁，點右上角的「＋」，輸入姓名後按「新增個案」。之後這個人的每一次處理、預約與收款都會收在這裡。

!在個案分頁點＋新增個案

第二步：記錄一次處理

一次紀錄由三個基礎構成——不適紀錄、觀察、觸感：

記錄一次處理：從新增紀錄、不適紀錄到身體圖與動態觀察。 記錄觸感與感受：觸診時手下的質地與個案反應。 復盤一次處理：處理後比較前後變化，整理這次做了什麼。

第三步：開放線上預約

讓個案可以自己在線上預約，預約會直接進到你的「安排」：

設定公開預約頁：發布可預約時段、介紹與聯絡方式。 串接 LINE 官方帳號：讓個案從 LINE 一鍵預約。 讓客戶從 LINE 預約：在對話裡傳送專屬預約連結。

第四步：日常經營

從訊息建立預約：邊看 LINE 對話邊建立預約。 收款與訂金：記錄訂金與尾款。 合併從 LINE 建立的個案：把重複的個案整理成一筆。 AI 整理與報告：用 AI 依紀錄整理草稿。 在 iPhone 訂閱預約行事曆：把預約同步到手機行事曆。

照著走完，你就完成了從建立個案到開放線上預約的整套流程。需要時，再回到任何一篇深入即可。

Getting started

New to SomaTrace? Walk through it once in this order — from adding a client and recording a session to opening online booking. Each step links to a fuller guide.

If this is your first time in SomaTrace, follow the order below. Each section links to a fuller guide — get the whole picture first, then dive in where you need to.

Step 1: Add your first client

Go to the "Clients" tab, tap the "+" at the top right, enter a name, and tap "Add client". From then on, every session, booking, and payment for this person lives here.

!Tap + in the Clients tab to add a client

Step 2: Record a session

A record is built from three foundations — discomfort log, observations, and sensation:

How to record a session: from a new record and the discomfort log to the body map and movement observation. Recording touch & sensation: tissue texture under-hand and the client's response. How to debrief: compare before and after, and capture what you did.

Step 3: Open online booking

Let clients book themselves online, with bookings landing straight in your "Schedule":

Set up your public booking page: publish your availability, intro, and contact methods. Connect your LINE Official Account: let clients book in one tap from LINE. Let clients book via LINE: send a personal booking link in a conversation.

Step 4: Day-to-day

Create a booking from a message: build a booking while reading the LINE chat. Payments & deposits: record deposits and balances. Merging clients who come from LINE: fold duplicate records into one. AI summaries & reports: let AI draft summaries from your records. Subscribe to your booking calendar on iPhone: sync bookings to your phone calendar.

Once you've been through these, you've covered the whole flow from adding a client to opening online booking. Come back to any guide for the details when you need them.