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If you are a new Expert, welcome! Below is a collection of suggested actions to take over the first few days/weeks as a new Expert. These actions are designed to help make sure you get the most out of the resources we provide and to help you maximize your earnings.

What/Where?

When/How Long?

Why?

Review Requirements to Remain Active

Day 1

5 - 10 Minutes

We want to ensure you have a solid understanding of the requirements to remain an Expert.

Install/Update Google Chrome

Day 1

5 - 10 Minutes

Our platform is only compatible with the latest version of Google Chrome

Install Grammarly

Day 1

5 Minutes

Grammarly will help catch common typos and grammatical errors in the responses that you send to customers.

Update Your Preferences

Day 1

5 Minutes

This ensures we get your payment sent to the correct place. And, we want to make sure we have your mailing address for any gifts we might send your way.

Add a Profile Picture to Your Dashboard

Day 1

5 Minutes

While it's not required, our entire team shares our picture with you so that we can better connect with you. We'd love it if you do the same! Your pictures will never be shared with customers.

Complete the SimplrFlex Basics Course

Day 1

15 - 20 Minutes

The platform may have changed since you last used it; this course is a great refresher on how the platform works.

Learn How You'll Be Paid

Week 1

5 Minutes

This guide discusses when a ticket is considered payable, when you'll be paid, and more.

Learn More About Incentives

Week 1

5 Minutes

Incentives are additional payments for the tickets you resolve. Learn more about when we offer them, and how they work.

Introduce Yourself in the Expert Community

Week 1

5 Minutes

Our thriving community of Experts is here to help you settle in. Have questions? Just want to talk? Check out the Expert Community.

Complete the Expert Success Guide

Week 1

1 - 2 Hours

This course provides Experts tips/tricks on using the platform and providing world-class customer service to maximize their earnings.

Create Catch Account for Savings/Taxes

Week 1

1 Hour

As an independent contractor, Experts are responsible for handling their taxes. Catch is an optional solution to help you manage this.

Provide Knowledge & Skills Self-Ratings

Week 2

30-45 Minutes

These ratings help us understand what types of tickets you might enjoy so that we can route you more of them.

Review & Bookmark Other Help Center Articles

Ongoing

Our Help Center contains answers to many questions, as well as lots of tips/tricks on maximizing your earnings.

Other Helpful Resources

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