--- title: How do I book a meeting with my Customer Success Manager (CSM) description: Learn how to use the Corfix Success Centre to book a 1-on-1 meeting with your Customer Success Manager in just a few clicks. --- [Skip to content](https://knowledge.corfix.com/articles/how-do-i-book-a-meeting-with-my-customer-success-manager-csm#main-content) - [English](https://knowledge.corfix.com/articles/how-do-i-book-a-meeting-with-my-customer-success-manager-csm) - [Español](https://knowledge.corfix.com/es/articles/how-do-i-book-a-meeting-with-my-customer-success-manager-csm) - [Français](https://knowledge.corfix.com/fr/articles/how-do-i-book-a-meeting-with-my-customer-success-manager-csm) - [Português](https://knowledge.corfix.com/pt/articles/how-do-i-book-a-meeting-with-my-customer-success-manager-csm) English Show submenu for translations ![black-logo (1)](https://knowledge.corfix.com/hs-fs/hubfs/black-logo%20(1).png?width=300&height=77&name=black-logo%20(1).png) Open main navigation Close main navigation - - [English](https://knowledge.corfix.com/articles/how-do-i-book-a-meeting-with-my-customer-success-manager-csm) - [Español](https://knowledge.corfix.com/es/articles/how-do-i-book-a-meeting-with-my-customer-success-manager-csm) - [Français](https://knowledge.corfix.com/fr/articles/how-do-i-book-a-meeting-with-my-customer-success-manager-csm) - [Português](https://knowledge.corfix.com/pt/articles/how-do-i-book-a-meeting-with-my-customer-success-manager-csm) English Show submenu for translations Got a question? Search the Corfix Guide! - There are no suggestions because the search field is empty. 1. [Corfix Guide](https://knowledge.corfix.com/articles?hsLang=en) 2. [Corfix Admins](https://knowledge.corfix.com/articles/corfix-admins?hsLang=en) 3. [Dashboard](https://knowledge.corfix.com/articles/corfix-admins?hsLang=en#dashboard) June 23, 2026 # How do I book a meeting with my Customer Success Manager (CSM) ## This article will summarize the steps for scheduling a personalized support session directly from your Corfix dashboard. ### **Overview & Explanation** The **5-Second Rule:** Use this feature if you need one-on-one time with your dedicated Corfix representative to discuss account improvements, training, or specific project needs. Your **Success Centre** is a built-in hub that connects you directly to your Customer Success Manager (CSM). Instead of playing "phone tag" or waiting for email replies, you can view their real-time availability and grab a spot on their calendar that works for you. --- ### **How It Works** 1. **Open the Success Centre:** From your main Corfix dashboard, click the **Blue Heath Icon** (Success Centre) located in the top left corner of the screen. 2. **Find Your CSM:** Look for the **Customer Success Manager** card. You will see your CSM’s name, photo, and contact details. 3. **Click Book a Meeting:** Click the  **Book My Time!** button. This will open a new scheduling window. 4. **Select a Date and Time:**  Choose a day on the calendar that is highlighted as available. - Select your preferred time slot from the list on the right. - Click **Next** (or the selected time) to proceed. 5. **Enter Your Details:** Fill out the short form with your name, email, and a brief **Description of meeting** so your CSM can prepare in advance. 6. **Confirm:** Review your information and click the **Confirm** button. You will automatically receive an email invitation with the meeting link. --- ### **Use Cases and Benefits** - **Personalized Training:** Book a session to walk through a specific tool, like Timekeeping or COR Management, with an expert. - **Feature Requests:** Meet with your CSM to discuss how new platform updates can specifically help your field crews. - **Account Check-ups:** Schedule a quarterly review to ensure your account settings are optimized for your current projects. - **New Admin Onboarding:** If you’ve added a new office administrator, use this to get them a professional introduction to the system. - [New in Corfix](https://knowledge.corfix.com/articles/new-in-corfix?hsLang=en) - [Corfix Academy](https://knowledge.corfix.com/articles/corfix-academy?hsLang=en#main-content) - [Field Operations Training](https://knowledge.corfix.com/articles/corfix-academy?hsLang=en#field-operations-training) - [Supervisor & Foreman Training](https://knowledge.corfix.com/articles/corfix-academy?hsLang=en#supervisor-foreman-training) - 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