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How to Schedule A Call - Professional Package Only

Written by Amelia Boyer

Updated at December 18th, 2024

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Table of Contents

Step-By-Step Tutorial:

The professional package includes the ability for Account Owners and Admin Providers to schedule a 30-minute meeting with one of our Customer Success Representatives. If you'd like to learn more, please email Help@Healthyroster.com

 

If you do not have our professional support package we have weekly webinars available for you to attend. You can visit this link here to schedule a time.

 

Step-By-Step Tutorial:

  1. Select Help on the left navigation bar
  2. In the search box type your inquiry
  3. If you have the premier or professional support package you will see the option to Schedule An Appointment
  4. Select the date and time
  5. Once selecting your time you will be asked to confirm
  6. Next you will be prompted to enter meeting information. Once complete select Schedule Event
  7. Confirmation details will then populate. A scheduled event from Zoom will also be delivered to your inbox.

 

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