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:

  1. While logged in, click the profile icon on the upper right of the screen to display a dropdown menu.

  1. In the dropdown, select the “Help” option. You should be redirected to the Help page.
  2. Click the link to schedule a demo.

  1. In the Calendly tab, select your preferred date and time for the meeting.

  1. After choosing a time, fill out the Your Info form with your First Name, Last Name, and Email address.

  1. Click on the “Confirm” button once done.