What advisors change themselves
From their dashboard, advisors can edit their photos, bio, topics, education, experience, price, and the free intro call setting. Changes to live profiles publish right away, with no re-review, so spot-check profiles now and then.
What you change in the console
On the advisor's page, under Details, select Edit next to the field.
| Field | Notes |
|---|---|
| Their sign-in email. Changing it signs them out everywhere; their next sign-in link goes to the new address. | |
| Phone | |
| Booking link | Advisors can't change it themselves. Paste their managed event link, like calendly.com/their-name/45min. Live advisors can't have it removed; pause them first. |
| Owner | Who on the team is responsible for this advisor. |
Every change is recorded in the timeline with the old and new value.
Editing their profile for them
Select Edit profile at the top of their page. It's the same editor the advisor uses, and saves publish the same way.
When an advisor changes their price
Update the managed event's price in Calendly to match their profile. Otherwise families see one price and pay another.