Help Center
Client portal

๐Ÿ“…Booking a call

How the meeting scheduler works, cancellations, and calendar sync.

Book a call

Sidebar โ†’ Meetings โ†’ 'Book a call'. Pick a reason (Strategy, Doc Review, Funding Prep, Custom), select a time from the calendar, and add optional notes. You'll get a confirmation email with the meeting link.

Reschedule or cancel

Every meeting card has 'Reschedule' and 'Cancel' buttons. Cancellations under 4 hours from start time send a real-time notification to your specialist so they're not left waiting.

Types of calls

  • Strategy (30 min) โ€” plan your next 30-day sprint
  • Doc Review (15 min) โ€” walk through what we need and why
  • Funding Prep (45 min) โ€” pre-application prep before you apply anywhere
  • Custom โ€” anything else, use the notes field to describe it