How To Guide And Setup


Important First Steps!

This page has opened in a new tab, so feel free to pause the videos and click back into your open Consultant Panel page to setup as you watch the videos!

Get Started

To get started offering your services online here at Living 5D In A 3D World, there are a few things you will need to setup first.
Play the video for detailed instructions on how to setup your Consultant Panels

Add A Service

Learn how to successfully add your service to the booking system

Edit An Existing Service

Learn how to successfully edit your service on the booking system

Using The Consultant Services Panel

How to navigate and use the Consultant Services Panel

Using The Consultant Appointments Panel

How to navigate and use the Appointments Panel.

Consultant FAQ

  • I have had my own website and business for many years. Is participating with your offer going to be a conflict of interest for you?
    Absolutely not! In fact we encourage our consultants to have a web presence! We would ask as a courtesy that if you take your own online bookings (i.e zoom or google meet) on your website that you refrain from listing your website on Living 5D In A 3D World as it may move clients away from our booking system. If you don't take online bookings on your website you are welcome to use our system and link to us for your online booking needs.
  • I usually use Zoom and I do not know how to use Google Meet. Is Zoom ok?
    The simple answer is no.  The booking system and Zoom do not allow individual Zoom accounts (unlike Google Meet) and this poses a security risk for the client and yourself as you would not be using your own Zoom Account.  As many of our consultants would also be running from free video conferencing accounts, Google Meet has longer duration (1 hour before having to reset the meeting) than Zoom (40 minutes). You can upgrade a Google Meet Account for longer duration and other services.
    However,  the booking system makes it easy to use Google Meet.  When an appointment is made, an email is sent to both you and your client with a direct link to the meeting.  At the appointment time, all you need to do is click "Join" when you are taken to the meeting screen (as you are the meeting holder, you may be asked to login to Google if you aren't already logged in).
  • The article writing system….can old articles that I may have used in one of my old monthly newsletters work? Or do they have to be fresh? Are articles required? Do they become property of your group?
    The article writing system is an optional extra we provide - however we do encourage you to make use of it as it will allow us to link to your services, both within our website and if they are reposted to our Facebook page.  When they are posted on our website, they are posted under your account name, however when they are posted onto our Facebook page, they will be posted under our admin account with reference to you as the writer. All the articles remain your intellectual property and can be removed at your request at any time.  All articles, however, will be vetted by us before being posted.
    Any articles, even older articles are fine - as long as they tie in with our ethos and subject matter i.e Spiritual Development.
  • Are there possibilities of expanding the classes and workshops that I have been teaching through your group? Is it just readings and healings right now with a possibility to open up to doing classes down the line?
    Yes.  Two options will become available in the future - in the booking system is an option for "Events" which will allow clients to book an online event and be taken to the event the same way a client books an appointment.  We are also exploring the ability to be able to book in person events as well.  This "Events"option should come online in the next few weeks.
    The second option is on our "Learning Portal".  This is a part of our website that will be dedicated to online learning and invitations to become an instructor/mentor will be called in the near future.  This service will involve dedicated ongoing online workshops and courses using video and online reading modules and interaction - not live events as such but they may include some live events as part of the course/workshop.
  • Does the percentage for appointments for you (which is really fair by the way) come out right away and immediate payments to us into our PayPal? Or, does payment to us come once or twice a month? Are there any other options to receiving payments other than Paypal?
    We use Paypal for processing payments.  The system is setup for you to be able to receive a withdrawal at any time providing the payment and appointment has been completed. Within your Consultant Panel is a screen outlining your orders and they will be shown as "processing".  Your order will show the gross amount paid and the payment due to you.  Be aware that this amount does not take into account the Paypal fee charged for transactions.  After your appointment has been completed, you are able to change this setting from "processing" to completed.  This sets off the auto process to request a withdrawal from our system for the amount due.   If you then click on the "Payments" tab you will be able to see your due payment.  This payment amount may differ slightly to what you receive in your Paypal account due to Paypal withdrawal fee and currency exchange.  The processing time for funds to become completed and available for withdrawal is usually about 24 hours (dependant on PayPal processing times and weekends) after a payment and booking has been completed. The only time this 24 hour period may differ is if there has been an issue with validation of payment from the PayPal end and we will notify you of any delay.
  • Do you collect feedback from clients and are we able to access the feedback?
    Yes!  After every appointment an email is sent out to the client asking for feedback.  Some of the comments and ratings will be put onto our system for viewing by other potential clients.  A copy of the feedback received is forwarded to you as the Consultant.
  • What happens if a client requests a refund?
    We do have a 30 day refund policy.  However, we don't immediately take the attitude of "the customer is always right" for a couple of reasons.  Firstly, with the type of work we do, clients sometimes do not resonate with the information received straight away and it is only after self introspection that they come to the realisation they need.  Secondly, if information is given about future events or circumstances, until they occur, it cannot be proved accurate or not.  Our refund policy will cover times where a consultation hasn't progressed due to technical difficulties, a no show from the consultant or other circumstances or "Acts of God" that are out of our control ie. power failure etc.  In these circumstances, we will generally try to encourage the client to reschedule rather than cancel.  We may also consider situations whereby a client has felt our policy conditions of empathy and professionalism have not been upheld, however, again it will be in consideration of the first two reasons. In all requests for refund, our decision making will occur in consultation with you as the Consultant and are dealt with on a case by case basis.  If a refund has been approved, we may, at our discretion, either request a refund of your portion of the refunded amount or withhold future payments until the balance is paid.
  • What is Paypal Pay In 4 or Pay In 3? Why did I only receive a partial commission?
    Our website provides the ability for the client to pay for their appointment or service in installments using Paypal Pay In 4 or Pay in 3.  This means that the payment is split into 3 or 4 payments every two weeks.  You will receive your commission from these payments as they are processed by Paypal.