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Join the Partner Program and create an advisory profile
Join the Partner Program and create an advisory profile

Join the program, complete your profile and get more visibility through our Marketplace and public directory.

Camilla avatar
Written by Camilla
Updated over a week ago

In order to advertise as a consultancy both on the Marketplace and in our public directory, you will first need to send your request to join the Partner Program. Once it has been accepted , you will be able to complete your profile.

Through the Marketplace you can announce your services to users of Holded, in addition to having at your disposal all the necessary tools to promote collaborations with future clients. The directory is a public listing visible on the Holded website.

Join the Partner Program

  1. Create your Holded account as advice or management

  2. Click Advice from the navigation bar

  3. Click on Request

Your application will be reviewed and, once approved , you will receive an email notification.

Complete your advisory profile

Only the administrators or owners of a management or advisory type account will have the necessary permissions to complete or edit a public profile.

  1. Press the Complete Profile

    button

  2. The Profile window will open where you can add all the details of your company

  3. When you have completed the available fields, click Submit

Once your profile has been verified and approved , you will receive a confirmation email.

Edit your advisory profile

  1. From Consulting > My portal click View Profile

  2. Modify the fields as needed

  3. Press Send

Note that each change will have to be checked before being published. If you decide to delete the changes before they're approved, you won't be able to recover them and the latest version of your public profile will be kept.

Change the visibility of your profile

  1. From Consulting > My portal click View Profile

  2. In your profile window click on Modify visibility

  3. Select the mode you need, between public, private or hidden

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