Scheduling a Session
Book a future meeting with a founder.
Select Schedule Session in the Advisory hub header, or Schedule Session from a founder's ⋮ menu, or from Quick Actions inside the match workspace.
- Check the Advisor and founder shown at the top of the dialog. Opened from the hub header you pick the founder; opened from a row or workspace it is already filled in.
- Set Date & Time.
- Set Duration. It defaults to 45 minutes.
- Optionally add Topics, Shared Notes, and Private Notes.
- Select Schedule Session.
The dialog states that both you and the founder will be notified.
Please note: Shared Notes are visible to the founder. Private Notes are not — use them for your own preparation.