Adding a consultant allows them to receive chat, voice, and video consultation requests from customers. Follow the steps below to create a new consultant profile.


Step 1: Open Consultant List

  • From the Consultly Live Expert Calls dashboard.
  • Navigate to Consultant List and click Add Consultant.
  • You'll be taken to the Add Consultant Settings page.




Step 2: Enter Basic Consultant Information

Fill in the consultant's basic details.


Required Information

  • Full Name – Enter the consultant's full name.
  • Email – Enter a unique email address.
  • Password – Create a secure login password.
  • Phone Number – Enter the consultant's contact number.
  • Profession – Example: Doctor, Lawyer, Financial Advisor, Teacher.
  • Specialization – Consultant's area of expertise.
  • License / ID Number – Professional license or identification number (if applicable).
  • Year of Experience – Total years of professional experience.
  • Upload Profile Image - 

         Click Upload Image to add the consultant's profile picture.

         Supported formats:

           1. JPG

           2. PNG

           3. WEBP

        Maximum file size: 2 MB



Note: A professional profile image helps customers recognize and trust the consultant.



Step 3: Configure Consultation Charges

Set the consultant's pricing for each consultation method.


Available pricing options:

  • Chat per minute
  • Voice per minute
  • Video per minute

Enter the amount that customers will be charged per minute.


Example:

  • Chat: $1.00/min
  • Voice: $2.00/min
  • Video: $3.00/min




Step 4: Add Languages or Tags

Under Tags, enter the languages that describe the consultant.


Examples:

  • English
  • Hindi
  • Spanish

These tags help customers find consultants more easily.




Step 5: Enter Consultant Personal Details

Complete the remaining consultant information.


Fill in:

  • Display Name
  • Gender
  • House Number
  • Street Area
  • Landmark
  • Address
  • Pincode
  • Date of Birth
  • PAN Card Number



Note: Personal details help maintain complete consultant records within the app.



Step 6: Submit the Consultant

After reviewing all information:

  • Verify that all required fields are completed.
  • Click Submit.

The consultant will be added successfully and will appear in the Consultant List.



Tips:

  • Use a unique email address for every consultant.
  • Upload a clear, professional profile picture.
  • Double-check consultation charges before submitting.
  • Add relevant languages and tags to improve consultant discoverability.
  • Ensure all required fields are completed before clicking Submit.