Creating a self-service ecosystem allows you to expand your business by creating operational efficiencies allowing your staff to focus on other tasks.

Within this tutorial, we will show you how to setup a profile for someone to manage their own front-facing profile, their own hours of availability and to see what's next.  You will be working in a few components:

  • Directory - this is where you will setup the trainer/mentor (and assign some access)

  • Scheduler - this is the appointment scheduler where you will allow them to add and manage their own availability

  • Portal - this is where they login to manage what they have access to

Adding the Trainer/Mentor to the Directory
The directory becomes their public facing profile, allowing members to find them by filtering down to them.  

  1. Go to Sell > Directory and register a new business

  2. Assign their CRM record to the directory profile to give them access

Alternatively you can send your trainers/mentors to go to to build their profile.  See this tutorial for more info:

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