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  Making Appointments  

How Do Appointments Work?

Making an appointment ensures that you'll be able to talk to an advisor at a day and time that's most convenient for you.

1. If the advisor you want to talk to accepts appointments, you'll see a "Request an Appointment" link on his or her home page and listing details page. If you don't see that link, you might want to send a Mail asking them to activate their appointments links.

2. If the advisor does offer appointments, click the "Request an Appointment" link. You'll be taken through a quick process where you'll be asked to:

• Request a date and time for the appointment.

• Verify the phone number at which we'll call you.

• Place a Deposit.
(Learn more about Deposits.)

You'll receive a Mail letting you know whether the advisor has accepted or declined your appointment request. Remember: you will not have a confirmed appointment with this advisor until he or she accepts your request. If you cancel the appointment before the advisor accepts your request, your deposit will be refunded.

You can keep track of all your appointments from your My Appointments page. If something comes up and you won't be able to keep an appointment, you can cancel it from that page as well.

Remember: if you cancel an appointment with less than 24 hours notice, the advisor will keep your deposit.

What happens when my appointment time arrives?
We'll call you at the number you've given us, just like any call.

What if I'm on a call when my appointment time arrives?
In that case, we just won't call you -- but your deposit will be credited to the advisor, since they set aside this time to speak with you.

What if I need to change or cancel an appointment?
You can always change the time of an appointment, or even cancel it altogether, on your My Appointments page.
But remember: If you cancel an appointment with less than 24 hours notice, the deposit you paid to the advisor will not be refunded.

What are appointment deposits?
A deposit is the amount a customer pays from his or her account in order to reserve an appointment with an advisor. Deposits can range from $10 to $50.
Advisors can choose whether or not to require a deposit.

Note: Users cannot use any type of promotional dollars (including Tell a Friend or other offers) to help pay for an appointment deposit. However, promotional dollars can be used to help pay for the appointment call itself.

How do deposits work?
If the advisor with whom a customer wants an appointment requires a deposit, it will be paid from the customer's account when he or she sends the appointment request. If the advisor declines the appointment, the deposit will be returned to the customer. If the customer cancels the request before the advisor has accepted it, the deposit will be returned to the customer's account.

The full deposit amount will be transferred into the advisor's account once the call begins.

Are deposits ever refunded?
Yes. A deposit is refunded to the customer when:

  • The advisor misses or cancels the appointment call.
  • The customer cancels the appointment call more than 24 hours in advance.
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