Advisor Onboarding on HalloSophia (New User)

Hallo Sophia

Created Jan 17, 2024

Advisor Onboarding on HalloSophia (New User)

The following description demonstrates how to create a consultant's account on the HalloSophia infrastructure. The process is exemplified using the HalloSophia portal. The sequence is the same for every partner portal within the HalloSophia infrastructure.

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1

Open the link: [Partner_Name].hallosophia.com/en/registration?type=expertFill out all the input fields and click on the "Register" button.Pro Tip: Use the Google and LinkedIn social logins to register even faster.

Open the link: [Partner_Name].hallosophia.com/en/registration?type=expert Fill out all the input fields and click on the "Register" button. Pro Tip: Use the Google and LinkedIn social logins to register even faster.
2

Enter the confirmation code you should have just received in an email and click 'Register.' If you haven't received the code via email, please click on the 'Resend' link. Also, check your spam folder.

Enter the confirmation code you should have just received in an email and click 'Register.' If you haven't received the code via email, please click on the 'Resend' link. Also, check your spam folder.
3

For security reasons, please re-enter your password and click 'Log In'.

For security reasons, please re-enter your password and click 'Log In'.
4

As a first step, please upload a profile picture of yourself, which will be publicly visible on your profile later.

As a first step, please upload a profile picture of yourself, which will be publicly visible on your profile later.
5

Type in your company name.

Type in your company name.
6

In the next step, it's all about a meaningful self-description. The short version typically includes a job title (e.g., Senior Innovation Consultant at XY). The long version will be publicly visible on your profile and should describe you, your competences and references well.

In the next step, it's all about a meaningful self-description. The short version typically includes a job title (e.g., Senior Innovation Consultant at XY). The long version will be publicly visible on your profile and should describe you, your competences and references well.
7

In the next step, decide whether you want to upload your own terms and conditions or use those provided by HalloSophia.

In the next step, decide whether you want to upload your own terms and conditions or use those provided by HalloSophia.
8

Please provide your billing information so that automated invoices can be generated.

Please provide your billing information so that automated invoices can be generated.
9

In the final step you will configure the basic settings for your services, which you can further customise on a per-service basis when creating advisory packages. Please start by selecting a standard duration and a standard price per unit.

In the final step you will configure the basic settings for your services, which you can further customise on a per-service basis when creating advisory packages. Please start by selecting a standard duration and a standard price per unit.
10

Please indicate whether you are a 'Professional Consultant,' 'Domain Expert,' 'Coach,' or 'Mentor'.

Please indicate whether you are a 'Professional Consultant,' 'Domain Expert,' 'Coach,' or 'Mentor'.
11

Please specify the times, countries, and languages in which you provide consultations. Pro Tip: Select 'Check EU all' to make your services visible and bookable across the EU.

Please specify the times, countries, and languages in which you provide consultations. Pro Tip: Select 'Check EU all' to make your services visible and bookable across the EU.
12

To enable public visibility on the Hub (once verified by the admin), choose 'Yes, display profile once verified.'

To enable public visibility on the Hub (once verified by the admin), choose 'Yes, display profile once verified.'
13

Finally, review and confirm the accuracy and legal compliance of your information as per the Code of Ethics.

Finally, review and confirm the accuracy and legal compliance of your information as per the Code of Ethics.
14

Congratulations! You now have a consultant profile and can create your first advisory packages. For guidance on setting up packages, please refer to the Advisory Package Setup Guide at:https://drive.google.com/file/d/1smC_aJUI0IHZ9-xIyEH9vo60LpPod9Yc/view?usp=sharing

Congratulations! You now have a consultant profile and can create your first advisory packages. For guidance on setting up packages, please refer to the Advisory Package Setup Guide at: https://drive.google.com/file/d/1smC_aJUI0IHZ9-xIyEH9vo60LpPod9Yc/view?usp=sharing
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