For the complete documentation index, see llms.txt. This page is also available as Markdown.

Schedule a Meeting with your Consultant or Project Manager

To schedule time with your Consultant or Project Manager, you can access their calendars to see availability and eliminate back and forth emails.

  1. Access the TM team member's calendar

    • Option A: If visible, click on the Book My Calendar link in the persons email signature.

    • Option B: Log in to Klient and open the task associated with your meeting request. For example, 6.1 HR Preview of Survey Results. Click on the meeting link provided.

  2. Select the meeting option that best fits your needs.

  3. IMPORTANT: Add meeting details to your request. You can also include additional guests under the Events Detail page in the booking page.

  4. An email confirmation will be sent to you, at the address provided, to confirm your meeting.

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