This article shows consultants how to connect banking information to their url.live account. url.live uses Stripe, a major online processor, to handle consultant payments. Currently, url.live does not work with other payment processors or digital wallets. Before you start Create a Stripe account. Make sure you have your bank account…
In this article, you learn how to apply for a Consultant account. As a consultant on the url.live platform, you can schedule calls with clients, track billable time, issue invoices, and get paid. We welcome applications from a wide range of subject matter experts, teachers, and other professionals who want…
In this article, you learn how to promote your consulting services by highlighting skills on your url.live profile page. Opening the skills page 1. On the main page, click the Settings icon and select Consultant Dashboard. On the next page, click the ADD SKILL button. Adding skills On the profile…
This article shows consultants how to set blocks of free time. By defining blocks of time, you create a calendar that tells prospects and clients when they can book a call with you. Opening the Availability Manager Click the Availability Manager icon on the left menu. The Availability page has…
In this article, you learn how to answer an inbound call to the team URL. You (and everyone on your team) will be notified of incoming team calls the same way as you would with all urLive one-click video calls – with a call card on your dashboard (and of…
In this article, you learn how to change the notification settings for team members. The notification setting determines the time delay before logged-in team members receive incoming calls. The order is determined by a time delay measured in seconds. This allows all team members to notified at once (simultaneous notification)…
With every purchased urLive Team, you not only get a Team Infinity URL but you also get a dedicated Team Page and Directory at that URL. In this article, you learn how to edit information on the Team page. After reading this article, you can: add a photo or icon…
In this article, we show you how to invite members to join your team and also delete them from the team directory. Once the invited members accept your invitation, they can then start to receive one-click video calls made to the team. It’s really just that easy! If you’re not…
This article shows you how to transfer an inbound team call to a team member. This urLive feature can be used in any professional environment where inbound calls are answered and/or screened at one station (e.g. a front desk) and then transferred to another person (e.g. salesperson or technician). Scenario…
In this article, you learn how to purchase a Team plan and activate the account. Team plan prices vary according to the number of seats. A seat is an active role on a team. Any individual assigned a team role is eligible to participate in team activities. The team Admin…