Using the Consultant Portal

Using the Consultant Portal

The Consultant Portal is a dedicated interface for consultants to manage their appointments and view their schedules.

Accessing the Consultant Portal

  1. Open the Consultant Portal URL from the outputs.json file or URL from FrontendStack Outputs in the AWS CloudFormation console.
  2. Log in with your consultant email and password
  3. First-time users will need to change their temporary password

Consultant accounts are created by administrators through the Admin Dashboard. You will receive your login credentials via email.

My Appointments Page

The My Appointments page is your central hub for managing all your scheduled meetings.

View Appointments

See all your appointments in a table view with:

  • Customer name and contact
  • Appointment date and time
  • Status (Pending, Confirmed, Completed, Cancelled)

Filter Appointments

Use the filter options to narrow down your view:

  • By Status: Show only pending, confirmed, or completed appointments
  • By Date Range: View appointments for specific time periods

Appointment Actions

For each appointment, you can:

Confirm Appointments:

  • Change status from Pending to Confirmed
  • Customer receives automatic email notification

Complete Appointments:

  • Mark appointments as Completed after the meeting

Cancel Appointments:

  • Cancel appointments with a reason
  • System sends cancellation email to customer

You cannot directly modify appointment times or dates. Contact your administrator if changes are needed.

My Appointments

My Schedule Page

The My Schedule page displays your weekly availability.

Weekly View

  • See your time slots organized by day of week
  • Color-coded slot status:
    • Green: Available
    • Gray: Booked/Unavailable

View-Only Schedule

Consultants have read-only access to their schedules. All schedule modifications must be made by administrators through the Admin Dashboard.

Troubleshooting

Issue: Cannot log in

  • Verify you’re using the correct Consultant Portal URL (not Admin Dashboard)
  • Reset password if needed

You’re now ready to effectively manage your consulting appointments through the Consultant Portal!