Classic Batchbook FAQs and Knowledge Base Your AccountHow do I schedule and onboarding appointment?

How do I schedule and onboarding appointment?

To schedule an onboarding appointment, please go to the following url:

From there, scroll to the bottom of the page and click on the 'register for a 1 on 1 onboarding' button.

Once you do that, you will see a pop where you can choose a provider and then a time that works for you from their calendar.

Once you choose a time that works, you will be asked to fill out some information, and then you will be good to go!

Remember, we do offer a new version of Batchbook! If this is something you would like to check out, please let us know when you are filling your information out or during your onboarding call. You can also email us anytime at with any questions regarding the new version!