Setting Up Your Experts Program
Go from a new account to a live program — setup, billing, and your first expert invitations.
All 6 articlesEvery SlashExperts help guide, in one place. Search the knowledge base or browse by category — articles open in our help center.
Go from sign-up to your first expert booking in an afternoon.
Create your workspace, configure your program details, and get billing ready.
Read the guide 2Send opt-in invitations to your happiest customers and build your expert bench.
Read the guide 3Drop the booking system onto your site with a few lines of code and go live.
Read the guide30 guides organised by topic, straight from the SlashExperts help center
Go from a new account to a live program — setup, billing, and your first expert invitations.
All 6 articlesWhat your experts experience from invitation through to being ready to take calls.
1 articleThis tutorial will guide you through the process of designing a visually engaging booking system to showcase your experts on your website.
This tutorial will guide you through the process of setting up user-friendly widgets that facilitate connections between prospects and your experts on your website.
2 articlesSlashExperts seamlessly connects with your existing business tools to enhance your customer connection program. Our booking system integrates with popular CRM platforms and marketing automation tools to track conversations, measure impact, and streamline your workflow.
Custom expert tags, meeting notifications, and the finer controls on your program.
2 articlesFind your way around the dashboard, analytics, booking links, and account settings.
For the experts themselves — onboarding, calendar permissions, and withdrawing earnings.
Quick answers to the questions we get asked most, for companies and for experts.
3 articlesThis tutorial will guide you through the process of syncing your HubSpot account with SlashExperts to track all meetings and individual activities back to HubSpot.
This tutorial will guide you through the configuration of your expert program, focusing on essential steps to set up various sections effectively.
This guide walks you through the complete journey your experts will experience when joining your SlashExperts program - from receiving their invitation to being fully onboarded and ready to connect with your prospects.
For a more integrated experience, you can embed the SlashExperts booking system in a modal window that appears when users click CTAs anywhere on your site. This keeps visitors on their current page while providing instant access to expert connections.
Programmatic access to bookings, experts, and events. Authenticate with a token, call the REST API, and subscribe to webhooks to keep your systems in sync.
# Create a booking via the REST API
curl -X POST https://api.slashexperts.com/v1/bookings \
-H "Authorization: Bearer $SE_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"expert_id": "exp_8Kd2",
"prospect_email": "buyer@acme.com",
"source": "website_widget"
}'
# → 201 Created
{ "id": "bk_19Xa", "status": "confirmed" }
24 of our guides include a screen-recorded walkthrough. Here are a few to start with.
This tutorial will guide you through the process of syncing your HubSpot account with SlashExperts to track all meetings and individual activities back to HubSpot.
This guide walks you through the complete journey your experts will experience when joining your SlashExperts program - from receiving their invitation to being fully onboarded and ready to connect with your prospects.
This tutorial will guide you through the process of reconnecting your Google account and granting the necessary permissions to access your calendar.
This tutorial will guide you through the process of logging in to the Slash Expert Dashboard and navigating its various features.
Learn how to implement custom tags, enabling prospects to filter experts by use case, industry, or any other tags you define.
Most teams are live within a day. Account setup takes minutes, and embedding the booking system is just a few lines of code. The Setting Up Your Experts Program collection walks through it end to end.
Yes — native Salesforce and HubSpot syncs, so every expert conversation is tracked back to the right record.
You invite happy customers and they opt in, set their expertise and availability, and connect a calendar. See Understanding Your Expert's Onboarding Journey for the full picture.
Anywhere you can paste HTML. There are dedicated guides for standard HTML, Webflow modals, and HubSpot CMS.
Email help@slashexperts.com and we'll come back to you, or book a call with the team. The general FAQs cover most day-to-day questions.
Our support team is here to help you succeed. Reach out anytime and we'll get back to you within hours, not days.