Consultant User Stories

Onboarding & Profile Setup

Title: Consultant Onboarding

As a Consultant, I want to complete the onboarding process, So that I can set up my profile and start offering consultation services.

Acceptance Criteria:

I can provide my professional information and expertise
I can upload a profile picture and professional documents
I can set up my consultation preferences and availability
I can verify my identity and credentials
I can complete the onboarding flow to gain consultant role

Title: Profile Management

As a Consultant, I want to create and manage my professional profile, So that I can showcase my expertise and attract potential clients.

Acceptance Criteria:

I can create a detailed profile with my professional background
I can highlight my areas of specialization and skills
I can showcase my achievements and experience
I can update my profile information as needed
I can view my profile statistics and impression history

Consultation Creation & Management

Title: Consultation Creation

As a Consultant, I want to create consultation offerings with detailed information, So that students can discover and book my services.

Acceptance Criteria:

I can create consultations with required fields (title, type, category, subcategory)
I can add optional details (description, thumbnail, level, timezone)
I can set pricing information (price, discounts, isFree)
I can configure rescheduling options and limits
I can set publishing status (draft or published)

Title: Consultation Overview

As a Consultant, I want to see an overview of my consultation services, So that I can track their performance and manage them effectively.

Acceptance Criteria:

I can view all my consultations in one place
I can see key statistics for each consultation (rating, bookings, revenue)
I can access detailed information for each consultation
I can see my consultation activity summary
I can identify top-performing consultations

Scheduling & Calendar Management

Title: Calendar & Events Management

As a Consultant, I want to manage my calendar and view upcoming events, So that I can stay organized and prepare for consultation sessions.

Acceptance Criteria:

I can view my calendar with all scheduled events
I can see upcoming consultation sessions
I can manage my availability and time slots
I can sync my calendar with external calendar systems
I can receive notifications about upcoming events

Title: Virtual Consultation Sessions

As a Consultant, I want to conduct virtual consultation sessions, So that I can provide services to clients remotely.

Acceptance Criteria:

I can join virtual calls with students/clients
I can access session details and client information before calls
I can share resources and materials during sessions
I can hold productive and professional video consultations
I can manage technical aspects of virtual calls

Financial Management

Title: Revenue & Earnings Tracking

As a Consultant, I want to track my consultation revenue and earnings, So that I can monitor my financial performance.

Acceptance Criteria:

I can view my revenue statistics and charts
I can see my current balance and available earnings
I can track my total revenue and pending withdrawals
I can view my total withdrawal history
I can analyze my earnings trends over time

Title: Withdrawal Management

As a Consultant, I want to manage my earnings withdrawals, So that I can access my income efficiently.

Acceptance Criteria:

I can request withdrawal of my available earnings
I can add and manage withdrawal methods
I can select a default withdrawal method
I can view my withdrawal history and status
I can track pending and completed withdrawals

Communication & Engagement

Title: Direct Messaging with Students

As a Consultant, I want to communicate directly with students, So that I can provide support and build professional relationships.

Acceptance Criteria:

I can chat in direct messages with students
I can respond to student questions and inquiries
I can share files and resources through chat
I can maintain a history of my conversations
I can manage my chat availability and preferences

Title: Notifications Management

As a Consultant, I want to receive and manage platform notifications, So that I can stay informed about important activities and updates.

Acceptance Criteria:

I can access all my notifications in one place
I can receive notifications about new bookings and messages
I can see notifications about platform updates and announcements
I can mark notifications as read or unread
I can update my notification preferences

Analytics & Performance

Title: Profile Analytics

As a Consultant, I want to track my profile performance and visibility, So that I can understand my reach and improve my presence.

Acceptance Criteria:

I can see my profile view history and statistics
I can track how many users view my profile over time
I can see which consultations drive profile traffic
I can analyze my overall rating and reviews
I can identify trends in my profile performance

Title: Consultation Rating & Reviews

As a Consultant, I want to monitor my consultation ratings and reviews, So that I can maintain high service quality and improve based on feedback.

Acceptance Criteria:

I can view my overall consultation rating
I can read and respond to student reviews
I can track rating trends over time
I can identify areas for improvement based on feedback
I can showcase positive reviews on my profile

Settings & Preferences

Title: Account Settings

As a Consultant, I want to manage my account settings and preferences, So that I can customize my platform experience.

Acceptance Criteria:

I can access a comprehensive settings page
I can update my personal information and contact details
I can manage my password and security settings
I can configure my privacy and notification preferences
I can customize my platform experience to my needs