Training and Consultancy
How to access Service Appointments via the Services tab
This document outlines the process for managing Service Appointments, which are Consultancy or Training sessions arranged through a Professional Services Team. It details how users can view their appointments in the Support Portal, including filtering options for different appointment statuses. Only lead contacts can access these appointments, but others can request access through an Account Manager. Additionally, the document explains how to view related information, including the agenda for training or consultancy sessions and prerequisites required before attending.