Making an appointment ensures that you'll be able to talk to an advisor at a day and time that's most convenient for you.
1. If the advisor you want to talk to accepts appointments, you'll see a "Request an Appointment" link on his or her home page and listing details page. If you don't see that link, you might want to send a Mail asking them to activate their appointments links.
2. If the advisor does offer appointments, click the "Request an Appointment" link. You'll be taken through a quick process where you'll be asked to:
• Request a date and time for the appointment.
• Verify the phone number at which we'll call you.
• Place a Deposit.
You'll receive a Mail letting you know whether the advisor has accepted or declined your appointment request. Remember: you will not have a confirmed appointment with this advisor until he or she accepts your request. If you cancel the appointment before the advisor accepts your request, your deposit will be refunded.
You can keep track of all your appointments from your My Appointments page. If something comes up and you won't be able to keep an appointment, you can cancel it from that page as well.
Remember: if you cancel an appointment with less than 24 hours notice, the advisor will keep your deposit.
What happens when my appointment time
What if I'm on a call when my
appointment time arrives?
What if I need to change or cancel an appointment?
What are appointment deposits?
Note: Members cannot use any type of promotional dollars (including Tell a Friend or other offers) to help pay for an appointment deposit. However, promotional dollars can be used to help pay for the appointment call itself.
How do deposits work?
The full deposit amount will be transferred into the advisor's account once the call begins.
Are deposits ever refunded?
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