Manage your expert portal

Updated 2 years ago
Learn how to accept new requests, manage your preferences, and complete your payout profile

In your expert portal you’ll have access to pending requests, upcoming sessions, closed sessions, and your billing information. In the article below you’ll see how you can manage your expert portal.

New Requests

Your New Request tab includes all notifications for your available requests including: Instant Requests, which require help immediately as well as Scheduled Requests which are booked for a specific time.
Accepting available requests
For Instant Requests, simply click "Accept" or "Decline" after reviewing the request details. If you hit accept you'll be placed into a session with the customer.
For Scheduled Requests, select a meeting time from several times proposed by the customer. After you’ve accepted a Scheduled Request, you’ll be able to see your session listed in the Upcoming Sessions tab.

My Preferences

Your my preferences tab will let you modify all of your expert settings which you submitted as a part of your application including.

See your past sessions
Take a look to see all of the past sessions you’ve completed. You’ll be able to see a chat transcript, attachments, and video recording for each session you’ve completed.
Managing refunds
You’ll be able to manage all of your refund disputes and claims here.

My Earnings

See your earnings and session summary
Under the My Earnings tab you will be able to see a summary of your earnings and sessions for the month.
In Session Summary you’ll be able to review information such as number of sessions, refund claims, and refund you have by month.
The section marked Transaction Record will list all transactions, which include your earnings for each session as well as any refunds that have been processed.
Completing your payout profile
Before being paid out on the Unity Live Help platform you will need to complete your payout profile which includes billing information, address, and tax information. Make sure to complete this as soon as possible and that this information is 100% accurate to ensure you are paid out correctly and on time.

Session History

The tab marked Session History will provide a comprehensive list of all sessions you’ve conducted on the platform.
Under All you’ll be able to see every single session you’ve hosted on the platform.
If you click into View Details on a specific session, you’ll see information from that session including a chat transcript, a recording of the session, and attached files from that session such as code snippets and attachments.
Responding to refund requests
In your session history you may see sessions in which a customer has requested for a refund. By clicking the Dispute button you can refute their refund request by providing a summary of your experience during the session.
We will reach out to both parties to evaluate the situation. If your dispute is accepted, you will not be charged. If your dispute is rejected, the customer will receive a refund and the refund will be deducted from your earnings.
View all disputed sessions
Under Dispute you’ll see all sessions in which you’ve disputed a refund claim by a customer. All refund claims and disputes will be reviewed by a community manager promptly.
Nathaniel Ventura
Product Marketing Manager - Marketer