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Advisor FAQ

Advisor FAQ

How do I sign up as an Advisor?

How can I post a new listing as an Advisor?

  • After signup, go to your advisor dashboard.
  • On your dashboard, click on "Listing" or "Share Your Experience" to navigate to your listing pge. To allow customers to contact you before they schedule a session with you, make sure your “Available” is turned on.
  • Fill out the listing form. If you don't know what to write in your About section, please use our expat listing generators.

How many listings are allowed?

  • The platform allows 1 Expat listing per Advisor.

Why is my listing not appearing on the Listing section?

  • We ask our advisor to go through our screening process before making your listing public. We'll email our advisor onboarding package along with the screening process to complete once you sign up as an advisor. If you haven't received our advisor onboarding package, please contact us at

What are the requirements to get my listing approved?

  • Once you sign up at Expat Circle, we will send you the advisor onboarding package and schedule a 15 mins call to verify your residence country and briefly walk you through our platform. We will also ask you to provide one of the following items during the call:
    • A social media page where you post pictures that designates the country you currently live in.
    • Any recent billing statements with your name and address (i.e. utility bills (water, power, gas, etc.), tuition receipt, mortgage statement, etc.).
  • If you haven't scheduled a call with one of our team members, please contact us at

Why do advisors need to submit user verification information?

  • User verification ensures the authenticity of a person. This way, customers can find the right advisor to get advice.

How can I make changes to my profile?

  • Sign in to your account, and then click on the tab labeled, "Profile". There you can update your profile information. Uploading your picture is optional. However customers are more likely to engage with advisors. If you don't know what to write in your profile, please use our profile generator.

Do I need to add my exact address to my profile?

  • No. You only need to provide the city and country of your current residence.

Can I get notifications?

  • Yes. You can enable notifications by clicking on the tab labeled,"Account".

  • Click on the tab labeled, "Settings" and enable notifications.

What are "Subscriptions"?

  • Subscriptions are currently disabled on the platform.

What is a "Topic"?

  • A "Topic" is an option for you to discuss a specific subject.

How can I set up my business hours?

  • On your dashboard, click "Manage" and set up your working hours and time zone.

What payment method is accepted and when do I get paid?

  • We currently accept PayPal. Please note we will ask your Paypal email address to process payment within 48 hours of completing the session with your customer. We apologize for the inconvenience.

Where can I add my PayPal account details?

  • On your dashboard, click on "Manage".

  • Then click, "Payouts" and add your Paypal account information.

Can I connect my Google calendar?

  • Google Calendar feature is currently disabled.

What terms do I discuss with customers after accepting a session request?

  • You must communicate all details regarding sessions, cancellation policies, fees, and expectations via Expat-Circle Chat after you accept a session with a customer. If you and your customer agree to cancel the session, please contact us at Important: Advisor payment will be processed after the booking is completed.

Where can I find a shareable link to my profile?

  • You can find a shareable link on your dashboard homepage below the "Quick Links" section.

How can I stop customers from sending messages?

  • You can restrict messaging by changing the status icon from "Available" to "Unavailable" on your dashboard homepage.

How can I contact Expat-Circle Customer Service?

  • You can contact Expat-Circle Customer Service by clicking the support icon on your dashboard home page.

How can I close, delete, and edit my listing?

  • Click on the tab labeled, "Listings" on your dashboard.

  • Click on "View Details".
  • Choose from three options labeled, "Close Listing, Edit Listing, or Delete Listing". Closing a Listing will keep your profile active and will only hide the closed listing.

Where can I find upcoming, past, or ongoing bookings?

  • You can click on “View Bookings” from the left side of the dashboard to locate information on upcoming, past, or ongoing bookings.

How do I start an appointment?

  • Go to your dashboard and click on the tab labeled, "Chat".
  • Locate the chat session with your customer.
  • On the top right corner of the chat window, you will see phone and video icons.
  • Click one of those icons to start your appointment.

What happens if my customer is unavailable or no-shows for a scheduled session?

  • You may proceed with the cancelation process based on your cancelation policy posted on your listing. *Your cancellation policy must be the same policy you have previously discussed with your customer. Please refer to "Can I cancel my booking?"

What is a "Course"?

  • Course allows advisors to create a series of video lessons.

What is a "Session"?

  • Session allows advisors to create a listing for a group of customers

What is a "Package"?

  • Advisors can create a customised package of their services for their customers in a comparatively economic price, rather than offering sessions, cuourses, and appointments individually.

Can I reschedule my booking?

  • Yes. You must contact your customers before rescheduling. Once you and your customer agree on a new booking date, go to your upcoming booking and click, "Reschedule Appointment" to make changes. Notify your customer for the booking change and ask your customer to accept a rescheduled booking request.Please note you are only allowed to reschedule your session once from your dashboard. If you need to reschedule your booking more than once, please notify your customer and cancel you booking by contacting us at You will not receive payment for your canceled booking.

Can I cancel my booking?

  • Yes. Cancellations are subject to an agreement between you and your customers.
  • Advisor-requested cancellations: If the advisor requests to cancel, the advisor must submit a cancellation request to the customer via Expat Circle chat. Once both parties agree on the cancellation, the advisor must submit a cancellation request to the Expat Circle resolution team( to initiate the refund process. Please note the advisor will not receive any payment from this type of cancellation.
  • Customer-requested cancellations: If the customer requests to cancel, the customer is required to submit a cancellation request to the advisor via Expat Circle chat. Once both parties agree on the cancellation, the customer must submit a cancellation request to the Expat Circle resolution team( to initiate the refund process. Please note the advisor will not receive any payment from this type of cancellation.
  • Contact the Expat Circle resolution team( if both parties can't come to mutual cancellations. Important: If the advisor doesn't respond to the customer's cancelation request within 2 days of initiating a mutual cancellation, the booking will be automatically canceled. The same applies if an advisor requests the cancellation and the customer remains unresponsive for 48 hours.

How do I provide a refund?

  • Once the cancellation request is submitted to our resolution team, we will issue a refund directly to your customer’s original method of payment, which will take up to 30 days upon receiving the initial refund request.

What’s a "Post"? How do I use it?

  • "Post" is a super exciting feature, which allows advisors to promote themselves on our platform and their social media account. "Post" can be a social networking tool through which customers can engage with the content posted on the Advisor’s network (i.e. Advisor’s Facebook page). A frequent "Post" will help advisors engage with their audience, share news about their offerings/listings, and build a social presence.

Can I donate my commission to Expat Circle?

  • Yes. Expat Circle is a for-profit company so your donation will be considered as a “gift” and will not be tax deductible.
  • If you wish to give a gift to Expat Circle, go to your PayPal account and send your payment to

How can I delete my account?

  • Go to the tab labeled, "Account" on your dashboard.
  • Click on the tab labeled, "Setting".

  • Select “Permanently Delete My Account”.