📝 Overview
Congratulations on scheduling your implementation call! This is an exciting milestone in your onboarding journey. Your implementation call is when you'll review your schedule setup, address any questions, and officially launch your registration on your website. To make the most of this session, we've outlined what you need to do before the call and resources available to help you prepare.
✅ Before Your Implementation Call
Complete your schedule template 2–3 days before your call so our onboarding team has time to review and prepare.
Timeline: Finish your template 2 to 3 days before your call
Include everything you want us to build for you—all your programs, pricing, and scheduling details
After Launch: The schedule template is only used to get you started. Once your initial schedule is built and your account is live, you won't use this spreadsheet anymore. You'll manage everything directly in your Sawyer account.
Need Help? If you can't find your template or have questions about what to include, let us know.
💡 Learning Resources
While our onboarding team is here to support you, your Sawyer account is fully yours to explore. We recommend taking advantage of these resources to get familiar with the platform before your call:
📅 Sign up for our Training Webinar Live webinars happen once or twice per week and run about one hour. You'll receive a video recording to reference later.
🎥 Watch our Training Videos Get walkthroughs of key features in your Sawyer account. These are great for learning and as a helpful reference as you navigate the platform.
📚 Explore our Help Center Browse articles to learn more about specific features and processes relevant to your business.
💡 The best way to learn your Sawyer account is to lean into your curiosity and click around on your own. You won't break anything, and hands-on exploration is a great learning tool.
🎯 Your Implementation Call Goals
During your call, you'll accomplish two key objectives:
Review your schedule — Confirm that everything is set up correctly and you're ready to start accepting registrations
Launch your registration — Add your registration widget or button to your website so customers can begin signing up
🤝 What to Expect During the Call
Your implementation call is a collaborative session with our onboarding specialist. You'll walk through your schedule setup, review any customizations, answer final questions, and prepare to go live. This is your chance to ensure everything is exactly as you need it before launch. Most calls run 30–60 minutes depending on the complexity of your setup.
❓ Frequently Asked Questions
Find answers to common questions or additional details that may not be covered in the main instructions.
What if I can't complete my schedule template in time?
Click the arrow to view the answer
Click the arrow to view the answer
Contact our onboarding team as soon as possible at [email protected]. They can work with you to reschedule your call or adjust the timeline to fit your needs. Don't worry—we're here to help make this work.
Can I reschedule my implementation call?
Click the arrow to view the answer
Click the arrow to view the answer
Yes! If the scheduled date and time no longer works for you, reach out to [email protected] and we'll find a time that fits your schedule better.
Do I have to watch all the training videos before my call?
Click the arrow to view the answer
Click the arrow to view the answer
Not at all. The training resources are there to help you feel more comfortable with Sawyer, but they're not required before your call. Our onboarding team will answer any questions you have during the implementation call itself.
What happens after my implementation call?
Click the arrow to view the answer
Click the arrow to view the answer
Once your call is complete and your registration is live, you'll transition from the onboarding team to our customer success team. They'll be your go-to resource for ongoing support, guidance, and questions as you use Sawyer.
Who will be on my implementation call?
Click the arrow to view the answer
Click the arrow to view the answer
An onboarding specialist from our team will lead the call. You can invite others from your business if you'd like, but it's not required. Having at least one person familiar with your program schedule and business is helpful.
What if I have technical issues during the call?
Click the arrow to view the answer
Click the arrow to view the answer
Let your onboarding specialist know right away. They can troubleshoot with you or reschedule if needed. We're committed to making sure your setup runs smoothly.
📧 Need Help?
We're excited to work with you and welcome you to the Sawyer community!
During Onboarding: [email protected]
After You Go Live: [email protected]
