How to Initiate Your Immigration Consultations
At Glade, we recognize the importance of gathering comprehensive information for your immigration cases. This enables you to provide your clients with the best possible advice and determine the appropriate next steps. Our platform simplifies the process of booking consultations for both you and your clients.
Client Booking Options
Your clients can easily book a consultation by following the consultation link on your website. They have two primary options for scheduling:
Utilizing the Glade integrated calendar on your website.
Interacting with the booking tab within the widget available on your website.
Booking a Consultation for Yourself
If you wish to book a consultation on behalf of a client, please follow these steps:
Log in to your Glade account and access your dashboard.
Locate the "Initiate Booking" button at the top left of your dashboard.
Click on the "Initiate Booking" button and select the type of consultation you wish to book. (Our team will assist you in determining the consultation services you will offer during your onboarding process.)
After selecting the consultation, enter your client's contact information.
Select the desired date and time for the consultation.
Review your selections and initiate the booking.
By following these steps, you can ensure a smooth booking process for your clients, allowing you to focus on providing them with the best possible service.
Reach out to our team if you have any questions regarding consultation service set-up or initiating bookings!