Knowledge Base
Find answers to common questions and learn how to get the most out of your platform
Escalation — What to Handle and What to Send to Admin
<h4>Handle it yourself</h4><ul><li>Coaching, motivation, pipeline reviews and goal setting.</li><li>Teaching platform steps: sales reports, CRM, itine...
Onboarding a Brand-New Advisor (Mentor Playbook)
<h4>Week 1 — Welcome and setup</h4><ol><li>Send a welcome message within 24 hours of assignment; introduce yourself and how you work.</li><li>Book a 3...
Messaging Your Team — Direct vs Bulk
<h4>Direct Messages</h4><p>Use for coaching, sensitive feedback, commission specifics and anything about one person's numbers. Open <strong>Messages</...
Mentor Portal Orientation — What Each Tab Does
<p>Your Mentor Portal is grouped into four areas. Here is what lives where.</p><h4>Your Team</h4><ul><li><strong>Dashboard</strong> — your personalize...
Reading Health Scores and Acting on Risk
<p>Health Scores combine activity signals so you can intervene before an advisor goes quiet.</p><h4>What drives the score</h4><ul><li>Recency and volu...
Running an Effective 1:1 With an Advisor
<h4>Before the call (5 minutes of prep)</h4><ol><li>Open the advisor's <strong>360° profile</strong> from the Advisors tab.</li><li>Note sales in the ...
Commission Coach — Unsticking Advisor Commissions
<p><strong>Commission Coach</strong> surfaces team commissions that are not progressing. Work it weekly.</p><h4>Triage checklist for each stuck item</...
Your Mentor Scorecard and Earnings
<h4>Scorecard</h4><p>Open <strong>My Scorecard</strong> to see your coaching KPIs: roster size, team sales and commission, goals set, notes logged, an...
Your Weekly Coaching Cadence (Recommended Rhythm)
<p>Consistency beats intensity. This rhythm takes about two hours a week.</p><h4>Monday — Triage (30 min)</h4><ol><li>Open <strong>Check-Ins</strong> ...
Playbooks, Resources and the Mentor Lounge
<h4>Coaching Playbooks</h4><p>Structured tracks you can assign to an advisor — for example a first-booking track or a cruise-selling track. Open <stro...
Welcome to the Advisor Hub — Your First 7 Days
<p>Your Advisor Hub is the home base for everything you do with LIVIN LA MAGIC. Follow this order in your first week.</p><h4>Day 1 — Set up your ident...
Advisor Hub Map — What Every Section Does
<p>Everything in the Portal menu, explained in one place.</p><ul><li><strong>Advisor Hub (home)</strong> — your dashboard: performance panel, quick ac...
Perks, Media Library and the Add-on Store
<h4>TA Perks & Discounts</h4><ol><li>Open <strong>Portal → TA Perks & Discounts</strong>.</li><li>Filter by supplier or deal type (advisor rat...
Building an Itinerary and Sharing It With a Client
<p>The Itinerary Builder turns your plan into a polished, client-ready document.</p><ol><li>Open <strong>Portal → Itinerary Builder</strong> and press...
Support Options — Luna AI, Tickets, WhatsApp and Calls
<p>Open <strong>Portal → Support</strong> for every help channel in one place.</p><ul><li><strong>Luna AI</strong> — instant answers about the platfor...
Understanding Commission Status & Getting Paid
<h4>The commission journey</h4><ol><li><strong>Quote</strong> — a proposal, no booking yet.</li><li><strong>Booked</strong> — confirmed with the suppl...
Troubleshooting — Common Problems and Fixes
<h4>I can't see a page in the Portal menu</h4><p>Some pages depend on your membership plan or admin-controlled access. Check your membership status in...
Supplier Hub, Credentials and Agency IDs
<h4>Supplier Hub</h4><p>Open <strong>Portal → Supplier Hub</strong> to see every supplier we are appointed with. Each supplier profile shows:</p><ul><...
Community, Events and Advisor Messages
<p>The Community is where advisors share wins, questions and destination intel.</p><ol><li>Open <strong>Portal → Community</strong>.</li><li>Browse by...
Onboarding, Training and Certificates
<p>Onboarding is your structured path from new advisor to confident seller.</p><ol><li>Open <strong>Portal → Onboarding</strong>.</li><li>Work through...
How to Submit a Sales Report (Step by Step)
<p>Every booking must be reported so your commission can be tracked and paid.</p><ol><li>Go to <strong>Advisor Hub</strong> and find the <strong>Sales...
Your Public Profile, Photo Gallery and Quote Requests
<p>Your public profile is your storefront. A complete profile converts far more inquiries.</p><ol><li>Open <strong>Portal → Profile</strong>.</li><li>...
Data Privacy, Compliance and What Never to Share
<p>You handle sensitive traveler information. Treat it carefully.</p><ul><li><strong>Never</strong> email or post full card numbers. Use the platform'...
Using the CRM — Clients, Leads and Follow-Ups
<p>The CRM keeps every client, conversation and document in one place.</p><h4>Add a client</h4><ol><li>Open <strong>Portal → CRM</strong> and press <s...
