Booking your onboarding call

In this article, you'll learn how to book your onboarding call. It's the last thing you do before onboarding wraps up, and it's the call where we switch everything on with you, so pick a time when you can really sit down for it.

The page describes it as an hour on Zoom, and it asks you to be at a desktop computer for it, not your phone.

To open the onboarding call step:

  1. Work through onboarding until you reach the Finish section. Onboarding call comes right after Agreements, where you sign your service agreement.
  2. You'll land on Book your onboarding call. For a moment the page shows "Finding open times…" while the calendar loads.
Note: You book the call on the web, as part of onboarding. The phone app doesn't have a booking screen for it.

Pick a day

The calendar shows one month at a time, and the weeks start on Monday.

  1. Look for the days with a light green circle. Those days have open times. Days without the circle have nothing open and can't be clicked.
  2. Click a highlighted day. When the page first loads, the earliest open day is already picked and shown in solid green.
  3. To see more days, use the Previous month and Next month arrows beside the month name. They only work when there are open days in that direction.

Pick a time

The open times for the day you picked are listed on the right, under the day's name.

  1. Click a time. It fills in green so you can see it's chosen.
  2. The button at the bottom changes from Book to Book plus your time, for example Book 10:00 AM.
  3. Click it. It reads Booking… while we set up the call.
Tip: Every time is shown in your own time zone. Under the calendar, next to the globe icon, you'll see the time zone your computer is set to and the current time there. If that looks wrong, fix your computer's time zone before you book.

If you click a different day after picking a time, your time is cleared, so pick one again on the new day.

If someone grabs your time first

Now and then two people go for the same hour. If that happens you'll see That time was just taken. Pick another. The calendar reloads without that time, so pick a different one and click Book again.

Once it's booked

The calendar is replaced by a green Booked line with the day, the time and your time zone. Under it you'll see one of these:

  • Zoom link: followed by your meeting link. You can click it to check that it opens.
  • The Zoom link is on its way by email. if the link isn't ready yet.

The page also tells you a confirmation is in your inbox and that we'll remind you the day before and an hour before the call. Click Continue to finish onboarding.

Note: You can only book one onboarding call this way. If you come back to this step later, you'll see the call you already booked. If you need a different time, see Rescheduling your onboarding call.

If no times are open

If the calendar says No open times in the next three weeks. We'll reach out to set one up., there's nothing for you to do. We'll get in touch to find a time that works. You can still click Back to review earlier steps.

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