Managing your availability helps clients book advisory sessions at times that work best for both of you. Follow these steps to manage your schedule efficiently:
From your advisor dashboard, navigate to the Calendar section to view and manage your availability.
Define your working hours by selecting the time slots when you are available for advisory sessions. If you have a consistent schedule, you can set recurring availability (for example, Monday to Friday, 10 AM to 6 PM).
The platform automatically adjusts session times based on both your time zone and the client’s time zone. Make sure your time zone is correctly set in your profile to avoid scheduling conflicts.
If you plan to take time off or will be unavailable for a certain period, block those dates in your calendar. This prevents clients from booking sessions during your unavailable time.
Yes, but it’s important to handle rescheduling or cancellations professionally.
You can propose new time slots through the calendar interface. Be sure to inform the client via the messaging system, explain the reason for rescheduling, and offer multiple alternative times when possible.
Cancel sessions only when absolutely necessary and provide at least 24 hours’ notice whenever possible. Frequent last-minute cancellations may negatively impact your profile visibility and client trust.