🔧 Assistance: I Want to Book Implementation Session

Is it hard for you to follow written directions? We are happy to help in a screen-share session. You can book it either during the sign-up process or anytime later. Here, find out about your options. 

Covered here:

• Setting up your implementation session during registration
• Setting up your implementation session after registration
• Changing your booking time
• Canceling the scheduled session

Setting up your implementation session during registration

You can make a booking for your Implementation Session during the registration process:

1. Choose language. At the start of your registration process, select your preferred language for the session. This ensures effective communication during the consultation.
2. Choose a time zone. During registration, indicate your time zone. This ensures that available session slots align with your local time.
3. Pick a date. As part of the registration process, browse the calendar for highlighted blue dates, indicating availability.
4. Select a time slot. Within your chosen date, pick a time slot that suits your schedule.
5. Confirm Booking. After selecting your time slot, finalize your booking by clicking the Confirm button.

Done. You can now wait for the implementation session or start exploring our product on your own.

Setting up your implementation session after registration

If you missed scheduling your Implementation Session during registration, no worries! You can still set it up afterward:

1. After logging in, click on the question mark help button in the upper-right corner of the screen, then click Schedule 1:1 training. 

Note:

• Users with a TaxDome Lite subscription are eligible to book only a 15 minute quick assist.
• Users with a TaxDome Pro subscription are eligible to book a 15 minute quick assist, 45 minute implementation, and a Team training.
• Users with a TaxDome Pro (5+ users) subscription can book all formats.

2. Once you select the meeting format, choose the language, date and time for the call: 

3. When you’re done, click   Confirm to the right of the selected time and then Schedule event in the pop-up window.

You have completed the necessary steps. You can either wait for the implementation session or begin exploring our product on your own.

To see your scheduled sessions, click the  Upcoming events link:

Changing your booking time

Need to adjust your session time? Follow these steps to easily change your booking:

1. Click the X button located within the Upcoming events section of the calendar or within the dedicated tab in the top-right corner.

2. Go back and click Choose time inside the 45 minute implementation window.

3. Click any highlighted blue date and select an appropriate time slot. Ensure your session slot by clicking the Confirm button.

That's it! You have successfully changed the implementation session booking.

Canceling the scheduled session

To cancel the scheduled session, click the  Upcoming events link, then click x to the right of the scheduled session: