College Price CheckHelp
Admin console

Approve or decline

One button each. The console shows you the email before it goes out. Decide the same day as the call.

Updated October 19, 2026

To approve

  1. Finish the review checklist. Approve stays disabled until all three checks are ticked.
  2. Select Approve. The confirm dialog shows the exact email the advisor will get.
  3. Select Approve and send email.

The advisor's dashboard switches to the setup checklist, and training opens for them. Go straight to Set up calendar and payouts; the approval email tells them a Calendly invite, a payout form, and a card link are on the way.

To decline

  1. Under Other actions, select Decline.
  2. Check the email preview, then select Decline and send email.

The advisor gets a polite, non-specific decline. If they reply asking why, respond personally and briefly. Don't debate the decision.

Declined by mistake, or want to reconsider later? Select Reopen application on their page. It moves them back to review without sending an email.