Dashboard Overview
Live platform snapshot.
Consultants
Create and edit consultant profiles, set their login, commission and publish them. Only published consultants are visible to clients.
New Consultant
Consultant Login
No login yet.
Consultant Profiles
| Consultant | Commission | Login | Balance | Status | Actions |
|---|
Bulk Import Consultants
Paste or load JSON (an array of profiles) or CSV. New consultants are created as unpublished drafts; rows whose name matches an existing consultant update it. If any row is invalid, nothing is imported.
CSV columns (header row required, any order): name, initials, title, degrees, bio, tags (separated by |), avatarColor (ernest, ken, mark, david, edwin or #rrggbb), welcomeMessage, commissionPercent or commissionBps, sortOrder. JSON uses the same field names with tags as an array and commissionBps.
Orders
All orders. An order becomes Paid only when Stripe confirms payment via webhook.
| Created | Client | Consultant | Service | Amount | Status | Agreement | Actions |
|---|
Withdrawals
Pay consultants offline, then mark the request Paid. Rejecting returns the amount to the consultant's balance.
| Requested | Consultant | Amount | Status | Note | Actions |
|---|
Ledger
Append-only money ledger (integer cents). Balances are derived from these entries.
| Date | Account | Type | Consultant | Amount | Related to |
|---|
Settings
Site-wide settings shown on the public website.
Leave empty to hide the Contact entries on the website.
Applies to agreements signed from now on; already signed agreements keep their original text. Leave empty to use the default shown.