Booking your onboarding call

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

The call is an hour on Zoom. Plan to join from a desktop computer, not your phone.

To open the onboarding call step:

  1. Work through onboarding until you reach the Finish section. The call comes right after you sign your service agreement.
  2. You'll land on Book your onboarding call. The page shows "Finding open times…" for a moment while it loads the calendar.
Note: Booking happens on the web, during onboarding. There's no separate booking screen in the phone app.

Pick a day

The calendar shows one month at a time, with the weeks starting on Monday.

  1. Look for the days with a light green circle. Those are the days with open times. Grayed-out days have nothing open.
  2. Click a highlighted day. The first open day is already selected when the page loads, shown in solid green.
  3. To see more days, use the Next month and Previous month arrows next to the month name. They only work when there are open days in that direction.
The calendar with open days highlighted and that day's times on the right
The calendar with open days highlighted and that day's times on the right

Pick a time

The times for the day you picked show 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. Check the line under the calendar with the globe icon. It shows the time zone your computer is set to and the current time there. If that looks wrong, fix your computer's time zone first.
Choosing a day and a time for your onboarding call
Choosing a day and a time for your onboarding call

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, time and your time zone. Under it you'll see one of these:

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

A confirmation email goes to your inbox, and we'll remind you the day before the call and again about an hour before. Click Continue to finish onboarding.

Note: You can only book one onboarding call this way. 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 contact you to find a time that works.

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