Add rate cards

Add a new rate card in Consult and set its hourly rates and offerings.

This guide explains how to add a new rate card in Consult.

Permissions required

Only users with the Manage rate cards permission as part of their role can access this feature.

Note: If you can access Manage > Rate Cards in the top navigation, you already have the required permissions.

Add a new rate card

To add a new rate card:

1. From the navbar, go to Manage > Rate Cards. The view displays all existing rate cards.
2. Click New Designation in the top-right corner of the page.
3. Complete the form with the following information:
   • Name: The rate card’s name.
   • Description: A brief description of the rate card.
   • Hourly Rate: The hourly rate for the currencies set on the Admin Settings page.
   • Offerings: An offering, selected from the dropdown.
4. Click Save to add the rate card.

You are redirected to the rate card’s overview page, where you can manage and update the details if needed.