How do I book an included service delivery call?

Some services start with a call with the specialist team. The call is included in what you paid.

Steps

1. In the left menu, click Roadmap.
2. Click the Roadmap step that you bought.
3. Find Book your first call.
4. Click Pick a time. The Pick a day and a time panel opens.
5. Select a day.
6. Select a time.
7. Click Confirm this booking.

The panel says: "This call is included with what you bought." You pay nothing for this call.

What you see next

• The step says: "Your call is on" and the day and time.
• The step also says: "The joining link is in your email." Check your email for the link.

Notes

• The team uses this call to go through your details. After the call, the team starts the work.
• If no times show, read Why are there no call times available?.
• To change the time, open your Success Center home. The Next Appointment card shows your next call. If that call is the delivery call, click Reschedule. See How do I reschedule an appointment?.
• If another call comes first, ask the support team to move the delivery call. Use Need Help? Click Here.

ℹ️ Do not see a call? Some services use a form. If the step says Fill in your form, read How do I submit a done for you service intake form?.

Related articles

• What happens after I enroll in a done for you service?
• How do I submit a done for you service intake form?
• How do I reschedule an appointment?