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Request to schedule appointment for video call with support team



1 comment

  • Ruth

    Hi Denise, you can go to your client's file, scroll down to the SHARED WITH CLIENT box to the right and click on any of the completed and signed Consent Documents, or Intake Forms you sent your client. If the client hasn't completed and signed the documents, then you won't be able to click on them. To schedule a call with a member of our team, you'll want to use this link to submit an email Help Request, or use the ? icon > Get Help function. In your email, specifically ask for a call and a member of our team should be able to schedule one with you shortly. 

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