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4. How do I book a live demo?

Booking a live demo2:25

"How do I book a live demo?"

Booking a live demo gives you the chance to talk one-on-one with a 1st Money expert. You can use your live demo time to:

  • See a demo of 1st Money.
  • Ask all your questions.
  • Get help migrating your payroll over.
  • Or anything else!

To book a live demo:

  1. First, open the menu and look for the calendar button: (at the bottom)
  2. Next, select the date that you'd like to book for your live demo.
  3. And then select the time. Then tap: Next
  4. Make sure that your name and email are correct.
  5. And select which you prefer from Zoom, Google Meet, and Microsoft Teams.
  6. Then tap Schedule Event, and you're all booked!
  7. In seconds, you'll see your "You are scheduled" confirmation.
  8. With a note telling you that a confirmation's also been sent to your email.
  9. And finally, tap: Close

To attend your live demo booking:

  1. First, on the date and time of your booking, open the booking email, and tap the first link in the email.
  2. Then once it opens, you'll soon be connected with a 1st Money expert.
  3. And finally, you can talk, one-on-one, and get answers to all your questions.

Keep in mind that:

  • The default length of a live demo booking is 25 minutes long.
  • If you need more time, it may be possible to extend (if the next booking slot hasn't been taken).
  • Or, alternatively, you can always book another live demo, and continue later with the rest of your questions.
  • Also, if it turns out that you ever need to cancel your booking, hit reply to the email and let us know.

To learn more:

  • About how to make the most of our collection of product videos, watch the video on: How-to videos
  • To learn about how to find answers anytime, watch the video on: 24/7 Instant answers
  • To learn about how to ask us questions, watch the video on: Live chat support
  • And to learn about how to vote on upcoming features, watch the video on: Ideas voting

And that's it! That's everything you need to know about booking a live demo!

Updated: Fri, May 31, 2024.

© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.
www.1st.money/help/Support/4._How_do_I_book_a_live_demo