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

How do I schedule the 10-minute guided setup?

Last updated on Apr 29, 2026

Short Answer: Click 'New here? Schedule a 10-min guided setup →' under the page subtitle to schedule the guided setup.

PreRequisites

  1. Be signed in and on the 'New reconciliation' page

Steps

  1. Locate the text below the 'New reconciliation' heading: 'New here? Schedule a 10-min guided setup →'.
    You can see the scheduling link next to the page subtitle.

  2. Click 'New here? Schedule a 10-min guided setup →'.
    A scheduling flow or calendar should open so you can book the guided setup.

  3. Follow the on-screen prompts to pick a time and confirm the appointment.
    Your 10-minute guided setup is scheduled.

Troubleshooting

  1. Clicking the link does not open the scheduler.
    LikelyCause: Pop-up blocked or link requires additional permissions.
    Action: Allow pop-ups for the site, refresh the page, and try again. If it still fails, contact your account admin.

Note: The scheduling link is intended for first-time users who want a guided walkthrough.