×

Method for providing a conference system allowing advisors to offer conference sessions to clients

  • US 9,218,603 B2
  • Filed: 05/07/2009
  • Issued: 12/22/2015
  • Est. Priority Date: 05/07/2009
  • Status: Active Grant
First Claim
Patent Images

1. Method for providing a phone conference system allowing advisors to offer conference sessions to clients comprising:

  • a processor;

    setting up, by the processor, an account for an advisor;

    having an advisor click on an internet-based icon to create a conference session, by the processor, by inputting date and time, charge, subject, and description information about the conference in an online system;

    providing, by the processor, a conference information link to said advisor to integrate the conference information link with online and other marketing media;

    having a client click on an internet-based icon to find available conference sessions;

    registering, by the processor, a user for a conference session;

    notifying, by the processor, the advisor of said registration;

    providing, by the processor, advisor the user account name;

    allowing, by the processor, a conference call at a scheduled conference time between one or more users and an advisor;

    ending, by the processor, the conference;

    proceeding, by the processor, to final settlement;

    calculating, by the processor, the services fees and crediting the net revenue to an advisor account balance;

    crediting, by the processor, the account for an amount based upon the number of users in a conference minus service fee; and

    paying the advisor.

View all claims
  • 0 Assignments
Timeline View
Assignment View
    ×
    ×