Onboarding sessions: finding a time

Hi Dana, Thanks for your time on the call earlier. As promised, here is a note on scheduling so we can keep the onboarding moving. The next step is a working session with the people in your operations team who will use the brain day to day, ideally the ones who handle tenant tickets and lease-renewal calls. I'd like to walk them through the first pages and show how to ask questions across the sources we have connected so far. I'd suggest about an hour, and I can run it remotely so nobody needs to travel. Could you let me know which days work best for your team? I know you are on Central time, so I'm happy to start later in my day to suit. If it's easier, send me two or three slots and I'll pick whichever fits. It would also help if you could tell me who you would like to be the main admin on your side. We have 40 licensed users in the Growth plan, and I'd like to make sure the right people are set up first rather than everyone at once. No rush on any of this, but the sooner we have a date the easier it is to get the team's diaries lined up. Best, Hamza Hamza Akhtar Implementation Consultant, BB-Demo

Hi Hamza, Thanks for this. Thursday or Friday afternoon would suit us best, Central time. Mornings are taken up with site meetings for most of the team. I'll put myself down as the main admin for now, though I may hand that to someone in my team once things settle. I'll confirm who else should be set up first by the end of the week. I want to keep the first group small so people don't get overwhelmed. One question: do we need to have all the service contracts loaded before the session, or can that come later? I'd rather not hold the session up if it's only the lease calls that are ready. Thanks, Dana On 17 Feb 2026, at 11:54, Hamza Akhtar wrote: > Could you let me know which days work best for your team?