Request and schedule an intro call

Before you begin

You need intro-call access and completed organization payment information. Confirm whether you are scheduling for a specific supervisee or discussing broader supervision needs for your organization.

Request the call

Choose a supervisor whose licenses, experience, and availability fit the supervision need.

1. Open your account menu and select Directory.
2. Search for a supervisor and open their profile.
3. Start the intro-call scheduling flow.
4. Enter the requested context, including the supervisee's needs, expected start timing, and supervision types when applicable.
5. Review the supervisor's available times and choose the time that works for the required attendees.
6. Submit the request and review the confirmation.

The call appears under Intro calls. If more information or different times are needed before the call is booked, the request may show Action needed.

Respond when times need attention

Open Intro calls and select View request or View details. Depending on the current step, you may be able to choose Approve, Decline, Suggest alternate times, or Update times.

Use Suggest alternate times when none of the offered times work. Keep the request open until the next person has responded, rather than creating a second request with the same supervisor.

If scheduling is unavailable

If Directory or Intro calls is missing, first confirm that your organization does not require updated payment information. Then ask a team member who manages roles to confirm your intro-call access.

Times can disappear when another booking takes the slot. Return to the request and choose another available time.