Consultants: run your day on the desk
Consultants: see who is next, read the hand-off, start and finish each consultation, and record what happened.
Before you start
- You are a consultant in Bookings, linked to your own account.
How it works
CompanyFlowHQ1Reads the card in Up next
2Taps Start consultation
3Talks with the student
4Taps Finish, then Record outcome
5The caller gets the outcome and any next step
How it works, step by step
- Consultant → CompanyFlowHQ: Reads the card in Up next
- Consultant → CompanyFlowHQ: Taps Start consultation
- Consultant → Student: Talks with the student
- Consultant → CompanyFlowHQ: Taps Finish, then Record outcome
- CompanyFlowHQ → Caller: The caller gets the outcome and any next step
The steps at a glance
1In the menu on the left, tap Consultation desk. On a phone, tap the ☰ menu button at the top first.
2Tap Consultant. Your next student is the big card under Up next.
Tap Week to see the whole week, or My day to print today's list.
3Read the Hand-off from the caller. Check the student's own time and the Documents count.
4When the student joins, tap Start consultation. Why: the caller and manager see you started on time.
5When you're done, tap Finish.
6Tap Record outcome. Pick what happened, like Consultation completed, and write What did you discuss?
7Under Next step, tap one, like Collect documents, and set Due. Then tap Save consultant outcome.
The next step becomes a task for the right person.
✅ How do I know it worked?
- The card leaves Awaiting outcome. The caller gets an alert with your outcome.
⚠️ Common mistakes
ProblemCards pile up in Awaiting outcome.FixEvery finished consultation needs an outcome. Tap Record outcome on each one.
ProblemThe student didn't come.FixPick Customer did not attend. The caller gets a call-back to book a new time.
ProblemSave consultant outcome is grey.FixWrite a few words in What did you discuss? first.
