Manage an upcoming intro call

Before you begin

You need intro-call access and must be an attendee or authorized organization user for the request. Intro calls is hidden when organization payment information is required.

Open and join the call

Review the details before the scheduled time so you know who is attending and what decision is needed.

1. Open your account menu and select Intro calls.
2. Find the upcoming call and choose View request or View details.
3. At the scheduled time, select Join call.
4. Allow the video-call link to open in a new tab or window.

If the call does not open, check whether your browser blocked the new window, then return to the details page and try Join call again.

Reschedule or cancel

Open the call details and select Reschedule to choose another available time. If another person must propose times, use Suggest alternate times when that option is shown.

Select Cancel call when the intro call should no longer happen. Cancelling an intro call does not cancel any supervision sessions. Session changes happen in the supervisor or supervisee's Motivo account.

Record the decision after the call

When the details page asks whether to continue, choose Yes, confirm to move forward with the supervisor or No, decline when the relationship should not proceed.

Confirming may still require the supervisor's separate response before the relationship becomes active. If the page shows Action needed, open the request and complete the available response rather than starting another call request.

Return to Intro calls after responding to confirm the updated status.