Enabling Free Consultations
Quick Answer
Enable the Free Consultations checkbox to display a badge on your listing indicating you offer free initial consultations. This helps potential clients identify low-risk first contact options.
Step-by-Step Instructions
Step 1: Access Free Consultations
Log into your Heritage Web dashboard
Click My Profile in the left navigation
Scroll to the Free Consultations section
Click to expand it
Step 2: Enable or Disable
Check the box next to "Offer free consultations to potential clients" to enable
Uncheck to disable
Click Publish Draft at the top of the page
When enabled, a "Free Consultation Available" badge appears on your public listing.
Step 3: Clarify Terms (Optional)
The checkbox is a simple yes/no declaration. If you want to specify details like duration or scope:
Add details in your Bio section (e.g., "Free 30-minute phone consultation for new clients")
Or use Calendly Integration to create a bookable "Free Consultation" event
FAQs
Does this create a booking system? No. It only displays a badge. For actual booking, set up Calendly Integration separately.
Can I specify the consultation length? Not in this section. Add details like "Free 15-minute consultation" in your Bio or Calendly meeting name.
Related Articles
Connecting Calendly for Online Booking
Writing Your Bio
Managing Direct Message Settings