Feature: How to book a training session with an account specialist
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Description:
This feature allows you to schedule personalized training sessions, demos, or other meetings.
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Steps:
- While logged in, click the profile icon on the upper right of the screen to display a dropdown menu.
- In the dropdown, select the “Help” option. You should be redirected to the Help page.
- Click the link to schedule a demo.
- In the Calendly tab, select your preferred date and time for the meeting.
- After choosing a time, fill out the Your Info form with your First Name, Last Name, and Email address.
- Click on the “Confirm” button once done.