Welcome to KaseyaOne's Self Booking Feature!

Scheduling your onboarding sessions is now easier than ever. Follow these simple steps to book, manage, and access your onboarding experience.

1. Go to the Professional Services Section

Log in to KaseyaOne and navigate to the Professional Services section. This is your hub for managing onboarding sessions.

2. View Your Onboarding Projects

Here, you’ll see a list of all your onboarding projects, organized by date. Each project is labeled by product and onboarding service (e.g., Autotask QuickStart).

3. Review Session Details

Under each project, you’ll find:

• A list of your available sessions
• A “Schedule Session” button on the right-hand side

4. Schedule a Session

Click “Schedule Session” to begin booking. 
A message will appear reminding you to complete the self-guided onboarding material before scheduling. 
You must acknowledge this message to continue.

5. Choose Your Date & Time

Select the date and time that best fits your schedule from the available options.

6. Confirm Your Booking

Once you’ve selected your session:

• A confirmation page will appear
• You’ll receive a calendar invite with session details and a Zoom link

7. Manage Your Sessions

Back in the Professional Services section, you can:

• Cancel or reschedule your session at any time
• Receive updated calendar invites automatically

8. Access Past Sessions

Need to revisit a session? 
You can watch recordings of any previous onboarding sessions directly from the Professional Services section.

Happy onboarding!