Booking a Zoom support call

In this article, you'll learn how to book a support call with us on Zoom. Some things are easier to show than to type, and on a call we can look at your screen together. You can book one whenever you need a hand.

To open the support call calendar:

  1. In your dashboard menu, under Support, click Contact.
  2. Click Zoom Meet. It's the third section on the page, under Account Portal and Contact. Only one section is open at a time, so whichever one was open folds shut as Zoom Meet slides open.

You'll see the heading Support Call. While we look up open times it says Finding open times…, and then the calendar appears.

The Contact page, with Zoom Meet below Account Portal and Contact
The Contact page, with Zoom Meet below Account Portal and Contact
Note: The calendar is on the web only. The phone app's Contact screen lets you send a note through Account Portal or email Eric, but it has no calendar.

Pick a day and a time

There's no form to fill in. We know who you are from your login, so the call is booked under your name and email.

  1. Days with open times are shaded green, and the first open day is already picked when the calendar loads.
  2. To choose a different day, click it. Use the ‹ and › arrows beside the month name to move between months.
  3. That day's open times are listed next to the calendar. Click the one you want.
  4. Check the time zone line under the calendar. Every time is shown in your own time zone, with your current time beside it, so there's nothing to convert.
  5. Click the green button at the bottom. Until you pick a time it says Pick a time. Once you have, it shows Book and the time, like Book 10:00 AM.
Opening Zoom Meet and picking a time
Tip: If you see No open times in the next three weeks, sit tight. We'll reach out to set one up with you.

If your time gets taken

Someone else might grab the same time while you're deciding. If that happens, you'll see That time was just taken. Pick another. The calendar reloads without that time. Pick another one and click Book again.

After you book

You'll see Support call booked, with the day and time of your call in your time zone. Under that you'll see one of two things:

  • The Zoom link, if it's ready. Click it to open it, or save it for later.
  • The Zoom link is on its way by email., if it isn't ready yet.

A confirmation goes to your inbox, and we'll remind you the day before and an hour before the call.

Getting ready for the call

  • Please join from a desktop computer, not your phone, so you can follow along and share your screen.
  • There's no limit on support calls. Book each one the same way.
Note: Support calls are for help with your account at any time. The onboarding call you book when you sign up is a separate calendar.

Booking from the CRM

The CRM on the web has the same Contact page.

  1. In the CRM menu, click the yellow + button (Create new).
  2. Click Contact.
  3. Click Zoom Meet, then book it the same way as above.
Note: On a phone-sized screen, the CRM's Contact page is the same two-card screen as the app, so Zoom Meet isn't there. Open the CRM on a computer to book.

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