When you log in, this insightful dashboard will show you a snapshot of financials, what upcoming consultations are scheduled, how many consultations are booked, and existing matters.

First, you can start by completing your personal details and business profile, updating your consultancy fee and agreement, and finally completing your calendar and payment integration to accept booking consultations and payments.

If you do not wish to use the lead generation service tool and advertise your services for potential new clients, please do not finish completing your profile. This will ensure your profile remains hidden.

To update your business profile:

Your business profile may include:

You can also upload a banner image or video to make your profile more professional and engaging. Don't forget to add some details about your company as well as the locations of your offices.

In order for the new lead to confirm a new booking with you, they must read and agree to the terms and conditions of your services in relation to the consultation. This will be sent to the user who books a consultation with you through our marketplace.

Your consultancy settings control how clients book paid consultations with you.

To update your consultancy settings:

From here, you can manage:

Connect your calendar for booking consultations under the calendar setting. You will be redirected to a new window to complete the process.

The Consultations area allows you to view and manage client consultation bookings.

To access consultations:

Common consultation tabs may include:

From a consultation record, you may be able to:

If Google Meet is enabled, meeting links may be generated automatically for bookings.

Clients that have booked via your profile will appear under the consultations tab on the left side menu. You have the option to filter them by all, upcoming, closed, and overdue. There is also a quick button to review your settings.

You can engage with clients through this section as a two-way messaging portal by selecting the message icon if you need to ask any questions or follow up on any documents to be provided.

You can also mark consultations as complete via the actions drop down and mark as complete.

When marking a client as completed, this will initiate the release of funds via the payment processor.

This section contains all contractual agreements and documentation in relation to the migration services you choose to provide with leads and clients through Migration Marketplace. Within the agreements section you can review all your previous and existing agreements as well as create agreement templates.

The Agreements area may allow you to prepare an agreement using:

The Matters area helps organise client work and track related activity in one place.

These features are useful when you are progressing a client from an initial consultation into ongoing migration services.

The calendar section allows you to review all of your previous and future bookings made through Migration Marketplace including those booked using the Google calendar. Here you can also disable and enable certain time blocks on your calendar through our in-built calendar system.

Connecting your calendar helps manage your availability and prevents double bookings.

To connect or review your calendar:

You will see a calendar view and a daily schedule view. Each available time slot can be turned on or off using the toggle beside the time.

You can also use calendar settings such as:

If you are part of a team, each team member should connect their own calendar and set their own availability.

In financials, you can filter by all your invoices, payouts, and unsettled amounts from bookings and cases.

You can also download an individual invoice via the actions and view invoice. Otherwise you can download all on this page into a PDF for your records.

Under Translation, migration specialists can request NAATI certified translation services.

Alongside offering these services to their clients, there is a commission incentive for completed translation services. If your clients need translation services, just head over to the Translation tab. You’ll be able to send them a link directly for translation services and choose how you'd like to handle the pricing. You can:

To access translations:

You can easily:

Simply upload your file, answer a few questions, and complete your order with a secure checkout for a digital translation.

The job will then be sent to the Translator for review and completion, if any questions or edits are to be made, this will be sent back to you through the messaging system on the Translation page Dashboard.

Our marketplace also offers a convenient way to manage and view your client's job ads. By connecting to their accounts, you can easily access and download Labour Market Testing data, making it easier for you to provide your services and support to your clients.

There are two ways for you to gain access:

If you wish to be invited to their account, speak with your client and ask them to invite you by following this guide here.

You can request access from the Workinitiatives area portal and this will bring you to your Employer portal as a Migration Specialist.

Go to Workinitiatives and you can select Manage Clients.

Here you will see a list of Clients you have access to already and the status of each.
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​Pending - You've requested access or you can request access again (if they lost the email), this means the Employer has not accepted your access yet.

Accepted - You can access that employer account

Revoked - You no longer have access to that employer account.

To invite a client you would like to manage on Workinitiatives:

Clicking Invite will email the person to whom you've requested access and they will need to either sign up as a new customer or log in and accept before you can see their account.

If the Client has never used Workinitiatives before, they are required to register and sign up. Here is a tutorial on how they would accept the request:

If they have a Workinitiatives account already, you can advise them to go the next step of granting access in Manage Service Providers.

The button in the email they receive takes them to the Employer registration page where they need to provide: First Name, Last Name, Email, Password, Mobile Number and Company Name.

Once they have registered, they will be logged into the Employer portal, and they will find the agent's request in Menu > Manage Service Providers > and will see their agent's name and Grant access button.

The access is instantaneous, if the agent returns to their Migration Marketplace portal, they will see they have been accepted and can Access Company.