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Account & Membership

Managing Your Account. Learn how to renew your membership, billing, and manage all personal and public profile settings.
By Melvin Lim and 1 other
8 articles

Managing Your Public Profile

1. To access your public profile, navigate through the system. 2. Your public profile is designed as a platform for you to promote your services. 3. On your public profile, you have the ability to: - Upload your photo - Enter your name - Specify your company name - Select your industry from various options, including financial services, insurance, real estate, and healthcare - Inform your customers about your qualifications, such as RFP certificates or Sharia advisory certificates - Describe yourself and indicate how long you have been working in the industry - List the services that you offer - Choose your spoken languages, such as English, Chinese, or Malay - Provide your contact information to allow customers to reach you - Select promotional SDP planning - Include links to your social media profiles and other websites - Customize your profile link 4. After completing the necessary fields, click the "publish" button. 5. You will receive a confirmation message indicating that your profile has been updated successfully. 6. You can then return to your public profile to copy the link using the provided button or view the current version. 7. Your public profile will display the Koha logo, your photo, and your personal information. Customers can contact you by clicking the "contact me" button. The services you offer will also be displayed. 8. Your public profile may also include additional information for customers, such as detailed descriptions of your services and a step-by-step guide on how customers can connect with you. 9. You can copy the link to your public profile and share it with your customers through platforms like WhatsApp or e-mail.

Last updated on Nov 28, 2025

Generating Payment Links and making payment for Will & Trustee Services

Instructions on how to generate payment links for Comprehensive Will Generation and Corporate Trustee Services 1. You can initiate the payment process from two different locations within the platform: Option A: Via Manage Customers Page Navigate to the Manage Customers page from your dashboard. Locate the specific client in your list. Under the Payment Link column, click the Generate button. Option B: Via Client Profile Open the specific Client Profile. Scroll down to the Subscriptions section. Click the red Purchase button. 2. Once the interface opens, follow these steps to set up the request: - Select Product: Choose either Comprehensive Will or Corporate Trustee Services. - Choose Payment Method: - Token Redemption: Select this if you wish to redeem available tokens for a free will. - Payment by Client: Select this if the client is paying for the service directly. - Advisory Fee (Optional): If you are using token redemption, and wish to charge for your consultation services, you may opt to collect an Advisory Fee here. 3. If you have selected Payment by Client, review the details and click Proceed. 4. The system will generate a unique Payment Link. 5. Copy and Send: Share this link with your client via your preferred communication channel. 6. Once the client receives the link, they will be able to view the payment gateway where they can select their preferred payment method (Credit/Debit Card, FPX, GrabPay, GooglePay) 7. Confirmation: Once payment is successful, the service will be activated for the client's account. Note: If you used Token Redemption, no payment link is required; the service will be unlocked immediately upon confirmation.

Last updated on Dec 30, 2025