👋 Overview
Your first 1-on-1 onboarding session is designed to help you get set up and comfortable in Search Atlas. Many customers find they would like a follow-up session once they have started using the platform, for example to go deeper on a specific tool or review their progress. This article explains how to ask for another session and how to prepare for it.
❓ Can I Book Another Onboarding Session?
If you were told you could have an additional onboarding session, or you would simply like one, the quickest way to get started is to ask our team directly. Session availability can vary, so a team member will confirm what is available for your account and share the right scheduling link with you.
Because scheduling links are provided by the team, there is no need to search the platform or your inbox for one. Asking in chat is the fastest route.
🛠️ How to Request Your Session
- Log in to your Search Atlas account.
- Look for the chat widget in the bottom-right corner of the platform and open it.
- Type human teammate to be connected with a member of our team.
- Tell them you would like to book another 1-on-1 onboarding session.
- If someone previously told you that you could have an additional session, mention that too. It helps the team confirm the details faster.
- Follow the scheduling link the team shares and choose a time that suits you.
💬 What to Include in Your Message
A few details help the team set things up quickly and avoid back-and-forth:
- Your name and the email address on your Search Atlas account
- That you are requesting an additional 1-on-1 onboarding session
- Any earlier conversation where an extra session was mentioned
- Your preferred time zone and general availability
- The topics you would like to cover
📝 How to Prepare for Your Session
A little preparation makes the session far more useful. Before you meet with the team, try the following:
- List your goals. Write down what you want to achieve, such as improving rankings, growing traffic, or understanding reports.
- Note your questions. Jot down anything that confused you while using the platform.
- Have your project ready. Make sure your website is already added to your account so the team can look at real examples.
- Pick priority tools. Decide which features matter most to you so the time is spent where it counts.
- Check your setup. Use a stable internet connection and a device where you can log in to Search Atlas during the call.
💡 Ideas for What to Cover
- A walkthrough of the tools you use most often
- Reviewing your current progress and next steps
- Understanding your reports and what the numbers mean
- Setting up additional websites or projects
- Best practices for your type of website or business
🔄 Need to Reschedule or Add Teammates?
If your plans change after you have booked, you can reschedule using the link in your confirmation message. If you cannot find it, open the chat widget and let the team know. If you would like colleagues to join the session, mention this when you book so the team can plan accordingly.
🧭 Other Ways to Learn in the Meantime
While you wait for your session, you can keep making progress on your own. Explore the Knowledge Base articles for the tools you use, and note any questions to bring to your session. This helps you make the most of your time with the team.
🙋 Still Need Help?
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.