How To Guide

1. User Guide

The following guide will show you how to register, use the app and book advisors:

1.1 How to register

1.1.1 Download the app from Google Play Store, Apple App Store or Huawei AppGallery

1.1.2 Open the app and click on “Register”

1.1.2.1 You can also use your Google Login (Android) or Apple ID login (Apple) to create an account as a user only, not advisor

1.1.3 Fill out the form, make sure your email is correct and your password is strong, then click on “Register”

1.1.4 An email will be sent to your email address and you need to verify it

1.1.5 Once you have verified your email, go back to the home screen and login

1.2 How to book an advisor

1.2.1 Login to the app

1.2.2 On the home screen, choose one of the categories that you are looking for to get advise on such as “Idea Guidance”

1.2.3 Once you have chosen the category, you will get an overview of the advisors available, now click on the advisor of your choice

1.2.4 After you click on the advisor, you can read their info and what relevant experiences they have, then once you found the right advisor, click on book to proceed with the booking

1.2.5 A calendar will show up, showing available bookings (in green) and now choose an available date of your choice and click “Next”

1.2.6 Fill out your details and either pay directly (“Continue to payment”) or use hours from your package (“Go with your package” if you have one)

1.2.7 You will now receive a notification on your notification tab and once the advisor has created the meeting link, you will be notified via email with the relevant information

1.2.8 The meeting link will be displayed on your email and on the app

1.3 How to submit an idea

1.3.1 Login to the app

1.3.2 On the menu click on the “rocket” icon to open the idea submission page

1.3.3 Once you have opened the page click on “Start”

1.3.4 Fill out all the fields on the form

1.3.5 Once you are done, accept the “Terms of Service” and click on “Submit”

1.3.6 Someone from support will be in touch with you then

1.3.7 Alternatively, you can also submit your idea on our web portal

Become Finance Ready

1.4 How to get onto the marketplace

1.4.1 Follow the instructions on point 1.3

1.4.2 One of our support team will be in contact with you

1.4.3 You will need to pay a fee of $100 to $250 to be admitted into the marketplace

1.5 How to show interest in idea and what happens after you have

1.5.1 Open the app and login

1.5.2 Click on the magnifying glass icon on the menu to get to the marketplace

1.5.3 Browse the different projects that are on the marketplace and choose one of your liking to find out more

1.5.4 On the specific project you can read more about it, download the pitch deck and if you are interested click on “Invest” with your interested amount
* This will not take money from you from anywhere, you are merely showing interest to discuss further *

1.5.4 Someone from our support team will be in contact with you then

1.6 How to buy a package

1.6.1 Open the app and login

1.6.2 Click on the shopping bag icon on the menu to get to the packages

1.6.3 Choose the package of your choice and click on “save”

1.6.4 Enter your payment details and confirm payment

1.6.5 On your profile you can manage your package and see how many hours you have left

1.7 How to network

1.7.1 Open the app and login

1.7.2 Click on the notification icon on the menu to get to the network channel

1.7.3 Choose the package of your choice and click on “save”

1.7.4 You can comment or like on any post

1.7.5 You can also post yourself and upload a picture or video

2. Advisor Guide

The following guide will show you how to register, use the app, setup your profile, calendar and get bookings:

2.1 How to register

2.1.1 Download the app from Google Play Store, Apple App Store or Huawei AppGallery

2.1.2 Open the app and and click on “Register” and then “Register as Advisor”

2.1.3 Fill out the form and make sure your email is correct and your password is strong, then click on “Register”

2.1.4 An email will be sent to your email address and you need to verify it

2.1.5 Once you have verified your email, go back to the home screen and login

2.2 How to setup your profile

2.2.1 Open the app and and login

2.2.2 Once logged in click on the circle/your profile picture in the top right corner

2.2.3 You can now update your picture, Bio Text, Name, Email, Experience, Qualifications and other details
* The more you fill out, the more attractive your profile gets for potential clients *

2.2.4 Scroll down and you will see more options for your profile

2.2.5 Click on save once you are done updating your details

2.3 How to setup calendar for bookings

2.3.1 Click on the circle/your profile picture in the top right corner

2.3.2 On your profile scroll down and click on “Availability Management”

2.3.3 A calendar will open and click on “Add available days”

2.3.4 Select the days you are available for advisory (you can select multiple days at once) and then add the hours you want to avail yourself

2.3.5 If you are done adding days and hours, click on “save”

2.3.6 On the calendar overview, the days highlighted in green are your available days and if you want to delete some of them, click “delete days & hours”

2.4 How do bookings work

2.4.1 Once someone books you, you will receive a push notification and email

2.4.2 On the app click on the notifications icon on the right side

2.4.3 Under messages you will see the latest booking request you have received

2.4.4 Either click on “generate google meeting” (which will create an automatic google meetings link for that day or click on “add meeting link” which is a custom link, like zoom, msn teams etc)

2.4.5 Once you have created the meeting link, the client and yourself will be notified via email and the link will be displayed under notifications

2.4.6 Click on it to get more information

2.5 How to share your profile to make more money

2.5.1 Open the app and login

2.5.2 On the app click on your profile image

2.5.3 Scroll down to the bottom of your profile and click “Share Profile”

2.5.4 A popup will open and you can share it to the channel of your choice, to get you more exposure to get more appointments so you can start swimming in money

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