Booking time with us
Book an onboarding review, team training or other session with our team, right from Ask Lou.
Where to find it
Settings → Book time. Anyone on your team can book. You'll see the sessions your plan includes and what your package has left.
Booking a session
- Choose the session, such as an onboarding review (45 minutes) or team training (60 minutes).
- Pick a day, then a time. Times show in your time zone, which you can change.
- Choose how to meet: screen share on Microsoft Teams, a phone call (we call you), or tell us your company restricts outside meeting links.
- Add your phone number and, if you like, what you want to cover.
- Confirm.
You'll see You're booked, or Request sent if the session needs us to confirm the time first. Upcoming sessions also appear in your Task List.
Hours and billing
Nothing is charged when you book. If your package's hours are used up, the session is added to your next invoice.