It’s important to regularly update and manage your advisory services so clients always see your latest offerings.
Log in to your advisor dashboard and navigate to Manage Services
Select the service you want to edit. You can update:
If you need a break or no longer want to offer a service:
To attract more clients, you can offer special discounts or bundled consultation packages.
Go to Special Offers in your dashboard.
You can apply discounts based on:
Offer multiple advisory sessions at a reduced price:
To attract more clients, you can offer special discounts or bundled consultation packages.
Define your available days and time slots in the calendar.
Block dates when you are unavailable (holidays, personal time).
Choose whether bookings are: