Applies to

Smartsheet
  • Business
  • Enterprise

Capabilities

Who can use this capability

You must have the Professional Support Package or the Premium Support Package to register for a Pro Desk session.

Get coaching with Smartsheet Pro Desk

Pro Desk, part of Smartsheet Professional Support Package and Premium Support Package, offers practical one-on-one or small group coaching sessions with a Smartsheet expert.

PLANS

  • Smartsheet
  • Business
  • Enterprise

Permissions

You must have the Professional Support Package or the Premium Support Package to register for a Pro Desk session.

Smartsheet Pro Desk offers practical one-on-one or small group sessions with a Smartsheet expert to accelerate your setup time, understand the capabilities of the platform, and get advice on Smartsheet best practices. Choose from topics such as Smartsheet Basics, Automation and Formulas, and Account Management.

You need to have the Professional Support Package or the Premium Support Package before you schedule a Pro Desk session.

How to purchase

Pro Desk sessions are part of the Professional Support Package or Premium Support Package. If you don’t already have the Professional Support Package or Premium Support Package, you can purchase the Premium Support Package by contacting your sales representative directly or reaching out to our Sales Team for more information.

Frequently asked questions

How can I tell if I have a support package that includes Pro Desk?

When you sign up for a support package that includes Pro Desk, your sales representative will send you a welcome package in email. This email includes an access code that you need to sign up for some Pro Desk sessions.

The person who receives the welcome package and the access code could be your company’s Smartsheet System Admin or the Smartsheet Main Contact. To find your Main Contact, select the Account icon in the lower-left corner of your screen, and then select Plan Info or go directly to the Account Administration window.

I have verified that I have Pro Desk. How do I sign up for a session?

To schedule a Pro Desk Core Application or Advance Capabilities session:

  1. Visit the Customer Support Portal site at https://supportportal.smartsheet.com/.
  2. At the top of the page, select Schedule.
  3. Select Schedule New Appointment.
  4. Select the session topic that you want, and then select Next.
  5. Select an available appointment time, and then select Schedule
  6. Fill out the session information, and then select Complete Appointment.

To schedule all other Pro Desk sessions:

  1. Visit  the Smartsheet Pro Desk site at https://www.smartsheet.com/pro-desk.

  2. Select Enter Access Code.

  3. In the Access Code box, type the code provided to you from your Smartsheet sales representative, and then select Redeem Coupon.

  4. Choose from among the 30-minute sessions, fill out the required details, and select Schedule.

  5. Select Complete Appointment to pick a date and time.

Once your session is scheduled: you'll have the option to add an appointment to your calendar so that you remember when your session is scheduled, you'll also receive an email confirmation (look for email from Smartsheet Prodesk with a  subject that starts with "New Appointment:").

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