Steps

  1. Open the setup workspace and expand Set up together. Choose Book a session or Choose a time when there is no upcoming session.

  2. Set Your timezone and choose Apply, then pick an Available time. Add the optional agenda; the implementation team also receives the selected setup goals, completed steps and blockers.

  3. Choose Book included session and wait for the confirmed session. If the calendar outcome is pending, inspect that existing session before trying another booking.

  4. For a confirmed session, choose Change time, select a fresh available slot and Confirm new time. The previous session remains subject to the recorded rescheduling outcome.

  5. To cancel, choose Cancel session, review the specific meeting and Confirm cancellation, or Keep session to leave it intact.

  6. If online booking is unavailable, use Retry availability or the displayed implementation contact. Continue the remaining property setup work while availability is restored.