Consultz Expert Setup Guide
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Expert setup guide

Set up your Consultz Expert account

Follow these 13 steps on your phone to create your account and get your profile live. It takes about 10 minutes.

Prefer to print? Download the PDF guide

Part 1 of 2

Create your account

Steps 1–3 · about 3 minutes

Download the app, choose Expert and sign up with your referral code.

The “How do you want to join?” screen with “Join as an expert” selected

Part 1 · Step 1 of 13

Choose “Join as an expert”

Open the Consultz app. The first screen asks how you want to join.

  1. 1Select Join as an expert.
  2. 2Tap Join now.

Don’t tap “Not yet, show me the experts”. That’s for clients browsing the app.

Intro screen: Monetise your expertise
Intro screen: Flexible booking
Intro screen: Grow your impact
Intro screen: Consultz points

Part 1 · Step 2 of 13

Swipe through the intro

Four quick screens explain how Consultz works. Tap the → arrow on each one, then Let’s do this! on the last. You can also tap Skip at the top right.

The sign-up form filled in with example details and the referral code

Part 1 · Step 3 of 13

Create your account

Fill in the sign-up form.

  1. 1Enter your first name, last name and date of birth.
  2. 2Enter your email. Use the same email address you applied with, so your account links to your approved application.
  3. 3Enter your referral code: 6866f9ad.
  4. 4Tick the box to agree to the Consultz T&Cs.
  5. 5Tap Continue.
The referral code screen shown after choosing Google or Apple

Signing up with Google or Apple?

Tap Continue with Google or Continue with Apple under the form. The app then asks for your referral code.

  1. 1Enter your referral code: 6866f9ad.
  2. 2Tap Continue.

Using Apple? If Apple asks, choose Share My Email, not “Hide My Email”. This keeps your account linked to your approved application.

Account created. Next: Part 2, build your profile

Part 2 of 2

Build your profile

Steps 4–13 · about 7 minutes

Set your rate, add a photo, write your bio and choose when clients can book you.

The “Set your hourly rate” screen with £200 entered

Part 2 · Step 4 of 13

Set your hourly rate

Set the price clients pay for an hour with you. You keep 80% of every booking.

  1. 1Enter your hourly rate in pounds (£).
  2. 2If you’re VAT or GST registered, tick the box and add your continent, country and registration number. If you’re not, leave it unticked.

Your 15- and 30-minute session prices are worked out from this rate. At £200 an hour, a 15-minute session costs the client £50.

The “Upload a profile picture” screen with an example headshot

Part 2 · Step 5 of 13

Add your profile photo

Clients see your photo before they book, so this step matters.

  1. 1Tap Choose from library or Take a photo.
  2. 2Tap Continue.

Use a recent, well-lit headshot where your face is clearly visible. Profiles with a photo get more bookings, so don’t skip it.

The profile checklist showing Profile picture and Pricing done, Bio and Availability still to do

Part 2 · Step 6 of 13

See what’s left to do

This checklist shows what you still need to do before your profile goes live.

  1. 1Profile picture and Pricing are already ticked. Bio and Availability come next.
  2. 2Tap Let’s wrap it up.
The category screen with Property, Marketing and Business categories selected

Part 2 · Step 7 of 13

Choose your categories

Categories help clients find you.

  1. 1Pick one or more categories that match your expertise.
  2. 2Tap Continue.
The sub-category screen showing property and marketing niches

Part 2 · Step 8 of 13

Choose your sub-categories

Now get more specific, so you’re matched with the right clients.

  1. 1Pick the niches and skills you specialise in. Scroll down to see them all.
  2. 2Tap Continue.
The “Update bio” screen with an example headline and bio

Part 2 · Step 9 of 13

Write your bio

Your headline and bio are the first things clients read on your profile.

  1. 1Add a short headline, for example “UK Property Investor | HMO & Buy-to-Let Mentor”.
  2. 2Write your bio in 200–500 characters: your credentials, achievements and how you help.
  3. 3Tap Continue to time zone.

Lead with your results. Numbers stand out, for example “refinanced over 40 properties”.

The time zone screen with Europe/London selected

Part 2 · Step 10 of 13

Set your time zone

Your time zone makes sure clients book you at the right time.

  1. 1Choose your time zone from the list.
  2. 2Tap Set time zone.
The session duration screen with 15, 30 and 60 minute sessions switched on

Part 2 · Step 11 of 13

Choose your session lengths

Choose which session lengths clients can book.

  1. 1Switch on the lengths you want to offer: Introduction (15 minutes), Discussion (30 minutes) and Deep dive (60 minutes).
  2. 2Tap Continue.

Keep all three on to give clients more ways to book you. The 15-minute Introduction is an easy first step for new clients.

Example at £200 an hour
SessionLengthClient paysYou keep (80%)
Introduction15 min£50£40
Discussion30 min£100£80
Deep dive60 min£200£160
The booking rules screen with minimum notice, booking horizon and buffer fields

Part 2 · Step 12 of 13

Set your booking rules

Control when clients can book you.

  1. 1Minimum notice: how many hours’ warning you need before a session, for example 2.
  2. 2Booking horizon: how many days ahead clients can book, for example 7.
  3. 3Slot buffer step: the break you get between sessions.
  4. 4Tap Continue.
The availability screen with weekly time slots

Part 2 · Step 13 of 13

Set your availability

The last step. Tell clients when they can book you.

  1. 1Switch on each day you’re available.
  2. 2Tap a time to change it. Use + to add another time slot and − to remove one.
  3. 3Tap Apply to all to copy that day’s hours to every other day.
  4. 4Tap Set availability. Your profile is now 100% complete.
All 13 steps done. Your profile is ready for clients
A completed expert profile for Jean Smith

You’re live!

When you see your profile page, your profile is 100% complete and ready for clients. From here you can:

  1. 1Edit your profile any time.
  2. 2Share your profile link with your network.
  3. 3Earn more Consultz Points through calls, reviews and activity to boost your visibility.
  4. 4Post content so clients can find you.

Next up: make your profile stand out by adding your qualifications. We’ll show you how in our next email.

Stuck on a step?

Email the Consultz team and we’ll help you get set up.

Download the PDF guide to print or keep.

Screens shown use example details. The app may look slightly different as we keep improving it.