Setup Your Meeting

Follow these steps to schedule a onboarding call or sync meeting with your point of contact:

1. When you are first added to your channel, a Calendly link will be provided in the welcome message. Use that link to book your onboarding call directly.

2. If you cannot find the original link, reach out to your assigned point of contact in your channel and they will provide you with a new Calendly booking link.

3. Select an available time slot on the Calendly page and complete the booking form. Make sure your email address is entered correctly so the calendar invite is delivered to your inbox.

4. After booking, check your inbox (and your spam/junk folder) for the calendar invitation and confirm it has been added to your calendar.

5. If you need to reschedule or cancel a meeting, notify your point of contact directly in your channel so they can make the necessary adjustments.

Usage

Keep the following tips in mind when managing your meetings:

• If a Calendly link appears to show no available times or behaves unexpectedly, try refreshing the page. If the issue persists, contact your point of contact so they can provide an updated link or send a calendar invite directly.

• If a meeting invite has no location or call link included, reach out to your point of contact in your channel as soon as possible so they can resend the details.

• If you accidentally book duplicate meetings at the same time, let your point of contact know which meeting to keep and they will cancel the other one.

• If the Calendly link is not working at all, you can send a calendar invite the traditional way directly to your point of contact's email address.