Welcome to our Support Portal! We understand that booking an onboarding call for your clients is an important step in ensuring they get the most out of our services. Here's a simple guide to help you schedule the onboarding call:
Step-by-Step Guide to Schedule Onboarding
Access the Support Portal:
Log in to your GHL account.
On the left-hand menu, click on the 'Support Portal' option.
Locate the Onboarding Section:
Once you’re in the Support Portal, you’ll see a section labeled "Schedule Onboarding".
The button will appear with an icon representing our Onboarding Specialist, as shown below:
Click the Button to Book a Call:
Click on Schedule Onboarding.
This will take you directly to the onboarding calendar where you can choose a time slot that fits.
Confirm the Schedule:
Select your preferred date and time for the onboarding call and confirm the booking.
You’ll receive an email confirmation with the details of the call.
Need More Help?
If you run into any issues or need additional guidance, feel free to reach out via your own dedicated Slack channel. We’re here to ensure you and your clients have a smooth onboarding experience!