Calendar
Discovery calls, demos, callbacks and onboarding. Callbacks scheduled from Power Dial land here automatically.
31 AUG – 4 SEP 2026
Discovery
Demo
Callback
Follow-up
Onboarding
Internal
8am
9am
10am
11am
12pm
1pm
2pm
3pm
4pm
5pm
09:00Send application link, then walk through
11:30Discovery call
Tom Beaudry · Cascade Charter
10:00Callback — second owner ID
15:00Desk pipeline review
D. Whitfield, M. Sato, K. Osei
13:00Re-do walkthrough — six items
10:30Gateway integration call
Owen Ferris · Ferris Freight
14:00Underwriting questions
09:30Checkout Fox demo
Ana Duarte · Sable Chemical
16:0030-day check-in
MON2 scheduled
09:00Follow-up
Send application link, then walk through
Nina Vasquez · Harbor & Vine
30m 8:00am their time
She wants same-day funding explained before she starts.
OPEN DEAL →11:30Discovery
Discovery call
Tom Beaudry · Cascade Charter
45m 10:30am their time
$2.1M/mo. High-ticket authorization is the whole conversation.
OPEN DEAL →Every appointment writes to the deal timeline.
Scheduled, rescheduled, held or missed — all of it lands on the merchant record alongside calls and emails. Six months later the question is usually what was discussed and when, and a calendar that lives outside the record cannot answer it.