Platform questions
Most new pros get a match request within the first few weeks of joining Credo, though this is dependent on the services you offer and the types of business...
Wed, 25 Sep, 2019 at 3:02 PM
When a new client comes into Credo and has paid their deposit, we manually handpick two matches based off their unique project needs. We have built interna...
Mon, 8 Apr, 2019 at 2:36 PM
To view your match requests, navigate to your Projects view which is found here when logged in. You will be notified via email when a match request has b...
Mon, 8 Apr, 2019 at 2:36 PM
When you are matched with a project, there will be a link within that email to take you directly to that project’s page where you can accept or decline the...
Wed, 25 Sep, 2019 at 3:02 PM
Once you accept a match request, the client will be asked to schedule a Discovery call with you through the Credo Platform. They will use the Acuity c...
Wed, 25 Sep, 2019 at 3:02 PM
There are a few reasons why a match may not have scheduled an intro call with you yet. It is not because the system is not working technically, so please do...
Wed, 25 Sep, 2019 at 8:35 AM
When your match schedules a call with you via the Platform, they are sent the conference line you designate in Acuity. To provide this, you should go to...
Wed, 25 Sep, 2019 at 8:48 AM