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How to Make An Appointment with Toolie
Making an appointment is quick and easy. You need an email address and a credit
card or PayPal account to confirm the appointment. Most appointments are approved
automatically; those that are not are marked in the description.
- Choose from one of the following categories to see the services available
and make your selection from the list below.
Choose
the length of time to devote to your appointment. Some services have
a specfic duration; with some you can choose to spend anywhere from 30 minutes to 2 hours
at a time with Toolie. If you're not sure what to choose, click the Live Chat icon to
chat with Toolie, or (if she's not available) to send email with a list of things you
want to cover. Toolie will respond promptly with a suggested length of time.
- Select
an appointment time. The system will display about 1 week of available time
slots. To move forward in time, click the double-arrows button next to the name of the
month in the right sidebar.
- Complete the form with your name, email address, a message containing
the list of topics you want to cover, and your phone number, then click Request Appointment.
- Pay for your appointment. Look for the Appointment Request
email from ToolieCoaching.com.
Unless the service appointment is manually approved, you should shortly afterwards receive
the Appointment Confirmation email. In that email, if there is a Pay After Scheduling
button, click that button to pay for the appointment.
NOTE: If you have a Coupon Code, use it in the shopping cart on the Order page (where you put in your credit card). Look FIRST for the Coupon
Code box on the right, enter the code and then Click Apply!
You'll immediately see your discount. Then complete the rest of the form as usual.
You will receive an email receipt
immediately after payment.
- Add the GoToMeeting appointment from Toolie to your calendar. Toolie will review
your appointment and send you a GoToMeeting invitation containing a link to join the
online meeting at the appropriate time. Save the information and link in your personal
calendar.
- Enjoy your coaching time! To join your meeting, click the GoToMeeting link about
5 minutes before your session begins. There is a little bit of software that needs to
install, so allow it to continue. You and Toolie will be able to see each other's computer
desktops and work together on your websites and blogs. To hear the
audio for your GoToMeeting:
- Use your computer headset with microphone (recommended). The GoToMeeting call
quality is excellent, and there are no telephone toll charges to
use the built-in audio service. You definitely need the headset though; you can pick one up at a major office
supply store for around US$25. Here is the set that Toolie uses:
Plantronics .Audio 355 Stereo Headset - Wired Connectivity - Stereo - Over-the-head.
See also:
Plantronics .Audio 470 USB Headset - Over-the-head
- Dial in by phone using the conference numbers in the GoToMeeting invitation.
If you have a telephone headset, that will leave your hands free to work on the computer.
Using a speakerphone is not a good idea; there is usually too much echo and background
noise to have a comfortable conversation.
If you need to reschedule your appointment, you can log
back into the appointment system. If you did not set up a password, click the Forgot
Password link, and the system
will send one to you so that you can adjust the appointment time.
Let's get started!
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