Schedule onboarding sessions from your portal or app
Offering onboarding sessions from your password protected portal or within your app, can be a great way to help customers and free trial users learn about your product and maximize its benefits.
The scheduling call-to-action can be integrated into your portal or app using our website widget, website embed, or website buttons. If you charge a fee for your onboarding sessions, payment can be fully integrated into the booking process, including handling of cancellations, rescheduled appointments, and refunds.
When a customer is logged into your portal or app, our login integration identifies that customer, allowing them to quickly make a booking and enabling you to easily relate the booking to your customer record.