> ## Documentation Index
> Fetch the complete documentation index at: https://help.whetstone.au/llms.txt
> Use this file to discover all available pages before exploring further.

# What to Do After Your Advisory Session

> Confirming the work is done, what releases your advisor's payment, the 3 and 7 day rules, and leaving a review.

An engagement ends in two steps, one from each side. The second one is yours, and it is the step that releases your advisor's payment.

<Steps>
  <Step title="Your advisor marks the work done">
    They can only do this once every session in your package has actually taken place. You will get an email and your booking moves to **Confirm completion**.
  </Step>

  <Step title="You confirm it">
    Open the booking and choose **Confirm completion**. The screen shows the scope you booked so you can check it against what actually happened.
  </Step>
</Steps>

Confirming means: *the work described here was done.* It releases the held payment to your advisor, minus Whetstone's commission. It does not commit you to a good review, and it is not a legal waiver.

## The 3-day and 7-day rules

Life gets busy, so:

* **After 3 days**, if you have not confirmed, you get one reminder email.
* **After 7 days**, if you still have not confirmed and have not reported a problem, the booking is confirmed automatically and your advisor is paid.

This exists so advisors are not left unpaid indefinitely by a client who moved on. If something did go wrong, report it inside those seven days rather than staying quiet.

## If it did not go to plan

On the same screen there is **Report a problem**. Use it. Reporting **parks the booking and stops any payment moving** — that is the whole reason the confirmation step exists.

<Warning>
  Do not confirm and then complain. Confirming releases the money, which makes everything harder to unwind.
</Warning>

## If your advisor goes quiet instead

The reverse happens too: the session takes place and the advisor never closes it out, leaving your money held with nothing moving it. There is a timetable for that, and none of it needs you to chase anyone.

| When                     | What happens                                                              |
| ------------------------ | ------------------------------------------------------------------------- |
| 2 days after the session | Your advisor is reminded to record how it went                            |
| 5 days                   | The booking appears in the Whetstone team's queue                         |
| 7 days                   | **You** are emailed and asked whether the session actually went ahead     |
| 14 days                  | If nobody has answered, the booking becomes a case for the team to decide |

At day 7 you will see a **confirm the session went ahead** option on the booking. Using it records that the sessions happened, closes the booking, and releases your advisor's payment. It is offered only once every session in your package has been and gone.

<Note>
  **Saying nothing releases nothing.** This is the opposite of the 7-day auto-accept above: there, your advisor had already stated the work was done and you had a week to object. Here nobody has stated anything, so silence leaves the money where it is and puts the booking in front of a person instead.
</Note>

If the session did not happen, do not confirm it — use **Report a problem**.

## Leaving a review

After confirmation you are invited to leave feedback. It is optional but genuinely useful — it is what the next business owner reads.

**The public review** is a rating out of 5 and an optional written comment. It appears on the advisor's profile and shortlist card.

**Being quoted publicly is a separate, opt-in question.** A tick box asks whether Whetstone may quote what you wrote, alongside your business name, on the public site. It is unticked by default and changes nothing about your review either way.

**The outcome survey** — did this address your problem, would you book them again, anything else — is **not published**. It is how Whetstone learns which matches actually work.

<Note>
  You can change a review for **14 days** after leaving it, including whether you may be quoted. After that it is locked and becomes part of your advisor's record — so a rating cannot be quietly rewritten months later on a reputation the advisor cannot see change.
</Note>

## Booking the same advisor again

Go to their profile and book a new package. There is no need to post a new challenge — though if the problem is genuinely different, posting it gets you a fresh opinion on who is best placed to help.

## Related articles

* [What to expect in your session](/owners/what-to-expect)
* [Refunds](/billing/refunds)
* [Book a session](/owners/booking-a-session)


## Related topics

- [What to Expect During Your Advisory Session](/owners/what-to-expect.md)
- [Book an Insured Advisory Session](/owners/booking-a-session.md)
- [Managing your advisor bookings](/advisors/managing-bookings.md)
- [Frequently asked questions about Whetstone](/support/faq.md)
- [Setting up your advisor profile](/advisors/advisor-profile.md)