Table of contents
1.Getting Started
2. Pricing and Target Audience
3. Creating Live Online Event
4. Creating "Access to Materials" Service
5. Creating "Custom Materials" Service
6. Creating "Make a Booking" Service
7.Booking Calendar Guide & Policies
7.1 Calendar & Booking Management
7.2 Responding to Booking Requests
7.3 Rescheduling or Cancelling After Confirmation
7.4 Customer Rescheduling or Cancelling the Meeting
8. Providing Certifications to Customers
9. Get Visibility on the Blog Page
10. Video Uploading Guide
11. Guide for Online Video Meetings & Events
12. Offer Your Services to Businesses
1.Getting Started
Follow these dynamic guidelines and regulations to create and list your services successfully, and to ensure your listing meets the platform's standards and reaches the right audience. You can create services or events only through your dashboard after logging into your account. During the creation process, you'll encounter sections with short guidelines or prompts.
- Custom Materials: Tailored content for customers.
- Access to Materials: Pre-prepared resources like courses or guides.
- Make a Booking: Live online video sessions for individuals or private groups.
2.Pricing and Target Audience
Pricing: You have the flexibility to set your own prices for events and services. A portion of your sales will be shared with the platform; details are provided in the Terms for Professionals page. Professionals may offer free consultations for actual meetings or custom materials. Some event can also be offered for free if they serve to promote your services, materials, or other upcoming events on the platform.
Target Audience: When creating a service, you can select the target audience: Consumers, Businesses, or Both. If the service is explicitly tailored for businesses, choose the Businesses option. If both consumers and businesses can benefit from the service, select Both to ensure it reaches the appropriate audience.
3. Creating Live Online Event
1.Event Link:
- Create and include the live video link (e.g., Zoom, Google Meet, Microsoft Teams) when creating the event that participants will use to join the event.
- Ensure the link is accurate and functional, as customers will receive immediate access to it after purchase.
3.Event Cancellation: Deleting an event after it has been purchased is not permitted. In case of an urgent need to cancel, contact the platform admin for assistance.
4.Recording Notifications: If you plan to record the event, inform participants beforehand. You can include this information in the event description or announce it at the start of the session.
5.Sharing Materials: If your event includes supplementary materials, such as PDFs or Word documents, you can upload them for participants to download them.
Creating an Event Package:
- When offering an event package, pre-schedule all included events with your chosen live video platform and generate links for each session. Packages can include up to 5 events/links.
- Use the "Important Note" section to clearly specify the dates, times, and time zones for each event in the package.
- In the description, provide a summary of what each event will cover, so participants know what to expect.
4. Creating "Access to Materials" Service
"Access to Materials" service type allows you to provide valuable resources to customers, such as:
- Online courses (with or without a certificate).
- Informational materials for general purposes.
- Any other resources suitable for independent learning or reference.
Uploading the Materials: Before starting, refer to the
Video Uploading Guide to ensure all requirements are met.
- Choose whether to upload the video directly to the platform or use an external platform and provide a URL link.
- Do not add links to your website, YouTube channel, or any platform where your business is marketed.
- Approved platforms for video links: Vimeo, Wistia, Bunny.net, or similar services.
Ensuring Quality: Verify that all materials you upload are accurate, complete, and functional. Once a customer makes a purchase, they will gain immediate access to the materials. Any errors or issues with the content may affect your reviews, as customers can leave reviews after accessing your materials, so make sure to provide clear, high-quality, and well-organized content.
5. Creating "Custom Materials" Service
The "Custom Materials" service type allows you to provide tailored content for individual or business customers after they have contacted you by message. These materials can meet a wide variety of needs, including personal plans or guidance, business content, or other custom projects. You can upload various types of materials, including PDFs, Word documents, PowerPoint presentations, and video recordings.
Description: Clearly describe the type of content you create in this service. Specify the delivery timeframe using the provided list and include any additional notes in the "Important Note" section.
Fixed Price: If the scope of the service is clear and you have all necessary information from the customer, you may send a payment request directly after receiving the necessary information from the customer to fulfill the service.
Custom Agreements:
- Details like price, the number of documents, or the length of videos can be initially estimated and later finalized through messaging with the customer.
- If more discussion is needed, suggest that the customer book a meeting with you using your booking calendar.
- Once an agreement on content and price is reached, create a payment proposal. After the payment is completed, the timeline for creating and delivering the materials begins.
Ensuring Quality: Verify that all uploaded materials are accurate, complete, and functional. Errors or issues with the content may negatively affect your reviews, as customers can leave reviews after accessing the materials, so provide clear, high-quality, and well-organized content.
Business Customers and Content Ownership: When professionals select "businesses" as the target audience for a "custom material" service, they consent to grant customers the commercial usage rights for the content upon its upload to the platform.
Uploading the Materials: Before starting, refer to the
Video Uploading Guide to ensure all requirements are met.
- Choose whether to upload the video directly to the platform or use an external platform and provide a URL link.
- Do not add links to your website, YouTube channel, or any platform where your business is marketed.
- Approved platforms for video links: Vimeo, Wistia, Bunny.net, or similar services.
- For Custom Materials: Uploaded videos can be up to 1 hour long, but videos linked via URL have no time limits.
Content Access Policy 14 Days:After uploading the materials, the customer has 14 days to view or download them. After this period, the materials will be automatically deleted from the system to ensure security of privacy, there will be no replacements after deletion. This same policy applies also to video records and content made through private meetings.
6. Creating "Make a Booking" Service
This service type is ideal for professionals offering interactive, real-time support and allows for customization to suit individual or group needs. The "Make a Booking" service type allows you to deliver personalized services through live online video meetings. You can offer:
- 1-on-1 Sessions: Designed to meet individual customer needs with tailored guidance and support.
- Private Group Sessions: Set a participant limit for your sessions, whether for small groups, lectures, or workshops. Consider how you can expand your services to cater to business needs in this format, read more information from the page "Solutions for Businesses".
Key Details to Include: Use the "Important Note" section to inform customers about the web app (e.g., Zoom, Microsoft Teams, or Google Meet) you will use for the meeting. If the service includes recording the meeting, always request permission from participants before the session begins.
Managing Bookings: Managing your booking calendar is essential to allow customers to select available times and you to accept or decline the requests. Refer to the
Booking calendar Guide & Policy to understand how to manage bookings effectively and respond to customer requests promptly.
7. Booking Calendar Guide & Policy
7.1 Calendar & Booking Management
1.Choose Your Time Zone: Set the correct time zone for your calendar, so customers can easily see your availability based on your location time zone.
2.Open Available Dates and Times: Open specific dates and times on your calendar when you are most likely available for meetings.
3.Open for Last-Minute Bookings: On your profile settings you can enable "Open for Last-Minute Bookings" if you are prepared to accept bookings for the same day or within the next 48 hours.
7.2 Responding to Booking Requests
We encourage prompt responses to ensure a positive experience for the customer. When you receive a booking request, you have two options, and in both options, the customer's request will expire automatically if you don't respond to it within 48 hours.
1.Confirm the Booking Request:
- Create a meeting link using the app you plan to use for the meeting (Microsoft Teams, Google Meet, or Zoom).
- Add the meeting link to the Confirmation section and send the booking confirmation to the customer.
- The customer will receive a notification with your confirmation. However, they will only gain access to the meeting link after completing the payment.
- If the customer does not complete the payment within 48 hours, the payment request and booking will automatically expire.
- Professionals must confirm the booking request within 48 hours. If they neglect to do so, the request will expire automatically.
2.Decline the Booking Request or Suggest Alternative time & day:
- Decline the Booking: If you cannot accept the requested date or time, please decline the request.
- Suggest an Alternative Time and/or Date: You may suggest that the customer make a new booking for another time or date, or you can provide alternative options in the message box when declining.
7.3 Rescheduling or Cancelling After Confirmation
Once you confirm a meeting, you cannot cancel it because the customer has already made a payment. However, you may reschedule the meeting if an urgent necessity arises. If you need to reschedule, please notify the customer immediately by clicking the "Reschedule" button. Include a message explaining why the rescheduling is needed, and either ask the customer to choose a new date or time or suggest alternative options in the message box.
To maintain a positive customer experience, we recommend being careful with rescheduling after confirmation. Whenever possible, provide at least 24 hours' notice and offer new dates or times to reduce the risk of negative feedback.
7.4 Customer Rescheduling or Cancelling the Meeting
According to our cancellation policy, customers are not able to cancel a booking after payment, which includes their confirmation and access to the meeting link. However, customers may reschedule the meeting free of charge if the request is made at least 24 hours prior to the meeting.
Late Rescheduling Policy
The ability to reschedule a meeting less than 24 hours before its scheduled time is subject to the professional's rescheduling policy. This policy must be set by the professional at the time of creating the service and cannot be changed for customers who have already made a payment. The available options are as follows:
1.If a rescheduling request is made less than 24 hours prior to the meeting, the customer forfeits the meeting, and the original booking fee will be charged.
2.If a rescheduling request is made less than 12 hours prior to the meeting, the customer forfeits the meeting, and the original booking fee will be charged.
3.Customers may reschedule the meeting free of charge up to 0 hours before the meeting.
No-Show Policy
Rescheduling requests made after the scheduled meeting time will be treated as a "No-Show," and the original booking fee will be charged in full.
8. Providing Certifications to Customers
If you offer certifications to your customers, make sure to select the “Includes Certification” option when creating your service or event. Follow these steps to provide certificates efficiently:
1.Create a "Certifications" Service
- Set up a service titled "Custom Materials" with the headline "Certifications."
- Enter the necessary details about the certifications.
- If the certification is included for free with your service or event, do not assign a price.
- Create this service only once—use it to manage all certifications.
2. Share the Certification Request Link
- Copy the URL link of the "Certifications" service.
- Paste the link into the “Important Note” section of the service/event that includes certification
3. Include this note before the link, or customize it in your own words: To obtain your certificate, send me a message through this link with the following details: 1. Your profile name 2. Your first and last name (for the certificate) 3. The name of the service/event you participated in.
4. Monitor and Process Requests
- Once a customer makes a purchase, you will receive a notification.
- Prepare their certification accordingly.
5. Deliver the Certificate
- Respond to the customer's request.
- Upload their certificate for them to download.
9. Get Visibility on the Blog Page
The platform features a blog page showcasing professional blogs under each subcategory. This helps customers better understand the subcategories and their relevance. It's also a fantastic opportunity to boost visibility for your services or profile, as selected blog posts may be promoted in newsletters and social media channels.
How to Submit a Blog: You can create a new blog post specifically for the platform or share an existing one from your website. If you're interested, email the following details to
info@welbe.net with a headline "Blog Content".
- Your first and last name.
- Your email address.
- A URL link to your profile on our platform.
- The category and subcategory where your blog fits best.
- Submit Your Content
1. Addition you can provide a photo for the text
2. If it's a new blog post: Provide the text directly.
3. If it's from your business website:
- Ensure you have the rights to share the content.
- Provide the URL to the webpage containing the text.
- Include the text itself, especially if it's been modified.
Permission and Publish Policy: By submitting your details and content, you grant the platform permission to use and publish the material. For more information, please refer to the platform's regulations. Submitting these details does not guarantee publication. The admin team will review all submissions and decide which blogs will be published. Even if the text is approved for publication, the inclusion of photos is not guaranteed.