Getting Started

Account Setup Checklist

5 min read

Last updated March 15, 2026

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30-Minute Setup

Your 5-Step Account Setup Checklist

Complete these steps in your first 30 minutes and you'll be fully set up to book consultations or start earning as a consultant.

Profile

Mode

Services

Payments

First Post

Complete Your Profile

Your digital business card — make a strong first impression

Upload professional profile photo

Clear headshot, good lighting, friendly expression

Set display name and username

Use your real or professional name

Write a compelling bio (2-3 sentences)

Include who you help and your area of expertise

Add your location

City and state/country for context

Add expertise tags (if consulting)

3-5 searchable keywords (e.g., "React", "Tax Law", "Fitness")

Choose Your Mode

Client, Consultant, or both — switch anytime in Settings

Client Mode

Find experts, book sessions, and get professional advice on demand.

Search for consultants

Book video sessions

Message experts directly

Follow consultants you like

Consultant Mode

Monetize your expertise — set rates, manage calendar, grow your business.

Create service offerings

Set your own pricing

Receive automatic payouts

Build audience via feed

Not locked in! Toggle between modes anytime in Settings. Many consultants also book other consultants for advice.

Create Service Offerings

For Consultants — create at least one service to start accepting bookings

Create your first service

1-on-1 consultation, group session, or event

Set your pricing

Hourly rate or flat fee — you keep 85% of every booking

Define session duration

30, 60, 90 minutes, or longer (30-minute minimum)

Write a detailed description

What clients get, what to expect, who it's for

Set your availability calendar

Choose days and time ranges for bookings

You keep 85% of every booking. Charge $100 → earn $85. Payouts usually arrive within 2 business days via Stripe.

Connect Payment Method

Clients add a card — Consultants connect a bank account

For Clients

Add credit or debit card

Payment secured by Stripe

Authorized at booking, charged after session

PCI-DSS Level 1 — bank-grade security

For Consultants

Connect bank account via Stripe

Receive 85% of booking price

Automatic payouts — usually in 2 business days

Make Your First Post

Introduce yourself to the community — content drives bookings

Client Post Ideas

"Looking for a React developer for my startup"
"Searching for a business coach in Austin"
"Need help with SEO for my e-commerce site"

Consultant Post Ideas

"Hi! I'm a marketing consultant — 10 years experience"
"Booking 30-minute intro sessions this week!"
"Just published my first service — let's connect"

Bonus: Advanced Setup

Customize Settings

Dark mode, notification preferences, online status visibility, and timezone.

Test Video & Audio

Test camera and microphone before your first session to avoid tech issues.

Checklist Complete!

You're fully set up. Start exploring the marketplace, connect with professionals, and grow your network today.

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