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Schedule appointments with your Intuit Enterprise Suite experts
Learn how to schedule, reschedule, and manage appointments with your Intuit Enterprise Suite experts without leaving the product.
| Note: This feature is in beta and is rolling out to select Intuit Enterprise Suite customers in the United States. If you don’t see Contact experts in your account yet, check back soon. |
As you set up Intuit Enterprise Suite, you have a team of Intuit experts ready to help. Instead of coordinating over email, you can schedule an appointment with your expert right in the product. You can also see your upcoming appointments and change them whenever you need.
Meet your team of Intuit experts
Your experts know your account and your setup progress, so you don’t need to explain everything from scratch.
Implementation consultant — your main contact while you set up Intuit Enterprise Suite. Schedule time with them for help with setup and configuration.
Customer success manager — your ongoing contact after setup. Schedule time with them to talk about your business goals and ways to get more from Intuit Enterprise Suite.
Schedule an appointment
Select Contact experts in the navigation bar.
Select the expert you want to meet with.
Select an available day, then select a time.
Check the phone number your expert will call. To change it, select Edit.
Select Schedule appointment.
When you see the confirmation, you’re all set. Your expert will call you at the number you confirmed at your scheduled time.
| Note: You can also schedule from the Setup hub. Go to Work, then Setup hub, and select Connect now in the Your experts section. |
View, reschedule, or cancel an appointment
Your upcoming appointments show in the Contact experts panel, so you can make changes anytime.
Select Contact experts in the navigation bar.
Find your appointment in the Upcoming appointments section.
Select Edit appointment for the one you want to change.
Pick a new day and time, or cancel the appointment. If prompted, let your expert know why you’re making the change.
If your expert schedules, reschedules, or cancels an appointment, you’ll get an email. You’ll also see a notification in the Setup hub and in the setup widget on your homepage.
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