Do this right after approving, ideally before you hang up the call. The advisor's page shows these steps as the setup checklist. Tick each one as you do it.
Checklist
- Invited to our Calendly organization. In Calendly, invite the advisor as a user, using the email under Details.
- Host of the 45-minute event, at their profile price. Assign them as a host of the managed 45-minute College Price Check event, and check the event's price matches their profile.
- Secure payout form sent. Send them the secure payout form for their bank details and a W-9.
- Stripe link sent. Send them a Stripe link to add a card for the $99 per month technology and team fee, set so the first charge happens when they go live.
Never collect bank details by regular email. Always use the secure form.
Once all four are ticked, the advisor moves from Needs action to Waiting on advisor in the queue.
What the advisor does next
They work through the checklist on their dashboard: accept the invite, set their availability, submit payout details and a W-9, and add a card. Advisors can read the same steps in Set up bookings and payments.
They don't connect Stripe. Bookings on the managed event are paid to College Price Check's Stripe account, and we collect them as the advisor's limited payment collection agent.
When they finish, they select Submit for final check. You get a "Ready for final check" email, and they move back to Needs action.