Home Customer Reconciliation How do I schedule the 10-minute guided setup?

How do I schedule the 10-minute guided setup?

Last updated on Apr 23, 2026

Short Answer: Click ‘New here? Schedule a 10-min guided setup ->’ at the top of the New reconciliation page.

PreRequisites

  1. Be signed in to CleverBalance

Steps

  1. Open the New reconciliation page.
    Locate the link ‘New here? Schedule a 10-min guided setup ->’ under the page title.

  2. Click the scheduling link.
    A scheduling page or dialog will open where you can arrange the guided setup.

Troubleshooting

  1. Clicking the scheduling link does nothing
    Likely Cause: Browser restriction or temporary issue
    Action: Refresh the page, try a different browser, or ensure pop-ups are enabled