Setup Schedule Advice

Offer any users of Sage Advice the chance to get personalized advice, tips, lessons, Q&A, etc., from you right from your profile.   Activate this feature, and you can customize your availability, select duration, and price. Offer 1:1, Group, or both types of appointments. 

To Set up Schedule Advice

1. On "My Profile," Look for the "Edit Profile" button.
   
2. Look for "Schedule Advice" and toggle it on.
   
3. Return to the "My Profile" screen and click the now green "Schedule Advice" button.
   
4. Agree to the community guidelines
5. Set up appointments
   1. Enter email and timezone so the calendar can reflect your timezone and communicate with you.
   2. Google Meet is the default to host the appointments, but you can connect to Zoom if you have an account and prefer to.
   3. Select your availability for users to book time with you.
   4. Click create an appointment.
       
      
6. Create Appointment. Select to set up 1:1 or Group Appointments. You can do each if you choose, but you will have to create each offering separately. You can always go back and edit your Setup by clicking the "Edit Setup" button.
   
7. Set up 1:1 appointments
   1. Profile Schedule Advice is Active since you selected this one under "Edit Profile." You can turn it off when you do not want to offer schedule advice.
   2. Enter the title and description for your appointment to be presented to the users.
   3. Select a duration
   4. Opt to collect donation or leave it blank for Free.
      
8. Set up Group appointments
   1. Profile Schedule Advice is Active since you selected this one under "Edit Profile." You can turn it off when you do not want to offer schedule advice.
   2. Enter the title and description for your appointment to be presented to the users.
   3. Select a duration
   4. Enter minimum participants for a group appointment
   5. Enter price per attendee. This price will be multiplied by the participant number for a total appointment.

Edit Appointments

1. Return to the "My Profile" screen and click the now green "Schedule Advice" button.

2.  After Setup, this will be the default landing page where you can create 1:1 or Group appointments, edit appointments and go back and edit Setup. Find the appointment you want to edit and hit the "edit" button. You also can make specific appointments active or inactive at any time. You can also quickly create an appointment by hitting the + button. Furthermore, if you need to cancel or reschedule an appointment you can do it from here too. Please keep in mind the Schedule Advice Policy and the person who has set up time with you.

3. In the edit screen, you have the ability to adjust the information you entered previously.