Features

Advisor Profiles

  • Video Intros

  • Stylised Bios

  • Expert Category

  • Areas of Expertise (multiple categories)

  • Reviews (public or private)

  • Hidden, protected or private profiles

  • Social Media sharing

Meeting Management

  • Real-time availability calendar

  • Google calendar integration

  • 7-Day availability settings

  • Call management & history

  • Video and/or Phone sessions

  • Paid or Free sessions

  • Fixed price or per-minute options

  • Cancel, Reschedule,  Reject options

  • Email & SMS Reminders

Video Sessions

  • Fully integrated (no downloads)

  • File sharing

  • Screen sharing

  • Auto-terminating (optional)

  • Duration monitoring & logging

Phone Sessions

  • Dedicated conference line (one-to-one)

  • Auto-terminating (optional)

  • Customer auto-dial (optional)

  • Duration monitoring & logging

  • Multiple international phone numbers available

  • Call disconnection handling

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Request Advice Tool

  • Request advice across multiple advisors

  • External website integration

  • Embedded and pop-up widgets

  • Multiple-advisor requests

  • Customisable scheduling & request algorithm

  • New user account handling (all within widget)

  • Fully configurable & customisable

Company or Department Pages

  • Multiple Company, sub-section, or departmental pages

  • Unique logo/branding per page

  • Advisors auto-allocated based on email domain via sign-up

  • Use a sub-set of categories for each section

  • Option to lock users to a particular company/section, based on navigational factors

Standalone White-label Capability (SaaS)

  • Dedicated Website

  • Dedicated server

  • Fully customisable

  • Company branding

  • Custom categories

  • Custom profile pages

  • Full email customisation

  • Customisable Request Advice widget

  • Full per-page customisable SEO

  • Full GDPR compliance

  • Zapier Integration

  • URL customisation (fully configurable routes)

  • Search & Discover

  • Business Intelligence

  • Paid sessions (optional)

  • Full-site SSL

  • User management & export tools

  • Free site updates

  • Internationally scalable

  • Newsletter subscriber support (optional)

  • Company intro video on homepage (optional)

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