Scheduling a Session with Your Advisor

Select Schedule Session in the Advisory hub header, or Schedule Session from a match's … menu or from the Quick Actions in its workspace.

1. Set Advisor. Opened from the hub header this is a Select advisor… picker; opened from a match or its workspace it is already filled in.
2. Set Date & Time.
3. Set Duration. Choose from 15, 30, 45, 60, 90, or 120 minutes; it defaults to 45.
4. Optionally add Topics — type each one and press Enter to add it as a tag.
5. Optionally add Shared Notes and Private Notes.
6. Select Schedule Session.

The dialog states that both you and your advisor will be notified. Shared Notes are visible to your advisor; Private Notes are not.

Please note: Topics are optional, but adding them helps your advisor prepare and makes the session easier to find later.