Eric Flavin
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Recent activity by Eric Flavin-
4.1 Assigning A Client To A Mentor
To assign a client to a mentor, you would need to go to the form, then click on completed applicationsSelect the Client by clicking on the view button. The mentoring Tab has three sub tabsManageThi...
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3.3 Tagging mentors
Tagging mentors is a great way of refining your search when you need to add mentors to a specific application that is relevant to the skill set of the mentor you want to assign.To add tags to any m...
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3.2 Bulk Adding mentors
Click the Bulk Upload ButtonFollow the criteria for formatting your worksheet according to the onscreen instructionsClick send a password email to new accounts on registrationUpload your file - No...
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3.1 Manually adding mentors
To add mentors you need to go to Team MentorsCreate account Enter the mentor detailsClick createOnce added the mentor receives an email alerting them that a Mentor account has been created
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2.2 Editing Email Templates
To edit any of these templates you just need to click the edit button , make your required changes and save your changes.
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2.1 Email Templates
All email templates are located in Edit form - Settings - Email Templates. The email templates for your mentoring form are located towards the bottom section of the email templates section.Please n...
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1.4 Mentoring Tab Set-Up
The mentoring tab has three optionsSettings. Here the type of mentoring that is available is shown. As a default the following options are available- 'Free' Mentoring, 'Paid & Free' Mentoring, 'Pa...
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1.3 Adding Questions
Questions can be added by going to the Questions tabA variety of question can be added with 25 question types to be chosen fromA more thorough breakdown of the question types can be found here
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1.2 Enabling Mentoring on a Form
1.2 Enabling Mentoring on a Form Navigate to edit form Select Settings/General Scroll Down to Applicant Mentoring Toggle to On The mentoring Tab should now be available. *Note: if you can not ...
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1.1 Creating A Mentor Form
Navigate to form and click the Create Form button Give your form a title If there is a form existing on the platform already with the questions you wish to copy, use the Template drop-down to sele...