Skip to content
Contact support
  • There are no suggestions because the search field is empty.

Customer Success Meetings and Consultations: What to Expect

How do I book a Customer Success meeting?

You can book a meeting directly through the meeting link shared by Customer Success. The meeting can be used to review details, discuss migration, or go through a specific issue in more depth.

What is a Customer Success meeting used for?

A Customer Success meeting is used to review details and align on next steps. It has also been used to discuss migration to a new contract system.

What information should I have ready before the meeting?

Have the relevant case details ready before the meeting. If the issue is related to a contract, include the contract number.

What can Customer Success help with during consultations?

Customer Success can help with topics such as:

  • User access and login questions
  • Single sign-on login
  • User setup
  • Contract-related issues
  • Migration to a new contract system
  • File or document issues connected to a contract
How should I prepare if my issue is about a contract file?

If a contract file does not work as expected, try opening the document on your computer and uploading it again from another folder or location. If needed, scan the contract again and add a new file.

What should I do if I need a follow-up?

If the issue is not resolved during one interaction, a follow-up meeting can be booked so the details can be reviewed and the next step can be confirmed.