Advisor Dashboard
Good day, Advisor 👋
Here's your advisory activity at a glance.
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Pending Requests
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Upcoming Sessions
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Completed
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Total Assigned
Recent activity
My Sessions
All Sessions
All companies assigned to you across public Gateway and projects.
Action Required
Pending Requests
Session requests waiting for your response. Accept or decline each one.
How it works: The customer proposes a time when accepting a recommendation. Accept to confirm it (or decline), then a calendar invite and Zoom/Meet link get created automatically. Either side can request a different time afterward if needed.
My Account
Advisor Profile
This information is shown to customers when they're matched with you.