Home VAT/Sales Tax Reconciliation What does 'New here? Schedule a 10-min guided setup' do?

What does 'New here? Schedule a 10-min guided setup' do?

Last updated on May 18, 2026

Short Answer: Click the 'New here? Schedule a 10-min guided setup' link to schedule a short guided setup the scheduling flow is not shown here.

PreRequisites

  1. Signed in to CleverBalance

Steps

  1. Find the small link 'New here? Schedule a 10-min guided setup' under the 'New reconciliation' heading.
    The link is visible and clickable.

  2. Click the link to open the scheduling flow and follow on-screen instructions to pick a time.
    A scheduling interface opens not shown in this screen.

Troubleshooting

  1. Clicking the link has no effect.
    LikelyCause: Page didn't fully load or a popup is blocked.
    Action: Reload the page, allow popups, or try another browser and click again.