How do I book a Roadmap program call?

Two Roadmap steps have a call card: the Positioning Call and Digital Compliance. You book each call from its step.

ℹ️ Before you start: Book in the right order. See In what order do I book my program calls?. For Digital Compliance, submit the audit form first.

Steps

1. In the left menu, click Roadmap.
2. Open the phase tab and click the step: Positioning Call (in Search, Save & Send) or Digital Compliance (in Foundation).
3. For Digital Compliance, submit the audit form first. The call card shows after the form.
4. On the card Your mentor, click Book Your Call. If the call has no price for you, the button reads Book your free call.
5. In the window, under Pick a day and a time, click a day and then a time.
6. Read the price line at the bottom. Click Confirm this booking.

What you see next

The card reads "This call is booked for" and the day. The button changes to Change your booking. The call also shows on your home page. See Where do I find and join my next appointment?.

The price line

The line says one of three things: "This call is included with what you bought.", "Covered by a free session", or "This call costs" and a price. See Which calls are included, and when does booking use my wallet?.

If your wallet is too low, click Add money to your wallet. After you pay, click I added money — check again.

⚠️ If this does not work: If the button is grey, read In what order do I book my program calls?. If no time shows, read Why are there no call times available?. If the booking fails, read Why did my call booking fail?.

Related articles

• In what order do I book my program calls?
• Which calls are included, and when does booking use my wallet?
• How do I reschedule an appointment?
• How do I find the next step that needs me?