Scheduling the onboarding session

Email thread

Logistical thread: Callie Brennan and Nathan Booth fix the onboarding session for Wednesday at 14:00 so Ruth can join for the quality ticket part. Nathan asked for the later slot. Callie asked for a user list ahead of the session.

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Current to 11 Oct 26

Logistical thread: Callie Brennan and Nathan Booth fix the onboarding session for Wednesday at 14:00 so Ruth can join for the quality ticket part. Nathan asked for the later slot. Callie asked for a user list ahead of the session.

Ask: Callie wanted an hour on admin settings and adding users. Nathan took Wednesday but asked for 14:00 because Ruth was tied up in the morning.

Customer view: Nathan apologised for a slow reply and was cooperative. The quality ticket part matters to Ruth, which shows where the customer expects value.

Next: Nathan is to bring a list of users to add. Callie noted the licence covers 40 users, so there is headroom.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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Messages3

First message2025-01-13

Last message2025-01-16

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Callie Brennan 13 Jan 2025 12:35
to Nathan Booth
Hi Nathan, Happy new year. The first refresh has landed and the order data maps cleanly, so the next step is the onboarding session where I walk you through the admin settings and how to add users. Could you do Tuesday or Wednesday next week? I would suggest a morning, say 10:00, and it should take about an hour. It would help to have Ruth there for the quality ticket part. Thanks, Callie
Nathan Booth 15 Jan 2025 17:22
to Callie Brennan
Hi Callie, Sorry for the slow reply, it has been a busy week. Wednesday works better for me. Ruth is tied up first thing on Wednesday, so would 14:00 be possible instead of the morning? She can join for the last part. Nathan
Callie Brennan 16 Jan 2025 15:51
to Nathan Booth
Hi Nathan, Wednesday at 14:00 is fine. I will send the invitation now and put the quality ticket part at the end, so Ruth can join for that. Before then, please have a list of the people you want added as users, so we can set them up in the session. The licence covers 40 users, so there is plenty of room. Thanks, Callie

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