Applies to

Smartsheet
  • Business
  • Enterprise

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Get coaching with Smartsheet Pro Desk

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

Who can use this?

Plans:

  • Smartsheet
  • Business
  • Enterprise

Smartsheet Pro Desk offers practical one-on-one or small-group sessions with a Smartsheet expert to accelerate your setup time, help you understand the platform's capabilities, and get advice on Smartsheet best practices. Choose from topics such as Core App, Collaboration, and Data Integrations & Developers.

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

How to purchase

Pro Desk sessions are part of the Professional Support Package or Premium Support Package. If you don’t already have one of the packages, 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. 

If you are an eligible Gov Customer, the email includes an access code that you need to sign up for some Pro Desk sessions via the form.

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?

  1. Visit the Customer Support Portal site at https://supportportal.smartsheet.com/.
  2. At the top of the page, select Pro Desk.
  3. Select Schedule New Appointment.
  4. Select the session topic that you want, and then select Next.
  5. Select an available appointment time.
    1. Navigate to a later week to see more available appointment times.
    2. If you need to change the time zone, use the drop-down and select the city closest to your location. 
  6. Select Next. 
  7. Fill out the session information, and then select Next.
  8. Select Finish.

If you are an eligible Gov Customer, use this form to schedule a Pro Desk session.

Once your session is scheduled, you'll receive an email confirmation (look for email from No Reply (noreply@smartsheet) with a  subject that starts with "New Pro Desk Appointment:").

Copy the details and Zoom link into an appointment in your calendar. 

How do I reschedule an appointment?

  1. Visit the Customer Support Portal site at https://supportportal.smartsheet.com/.
  2. At the top of the page, select Pro Desk.
  3. In the Upcoming list, select the appointment you want to reschedule.

On the right side of the screen, select the drop-down arrow, and then select Reschedule Service Appointment and follow the on-screen instructions.

How do I cancel an appointment?

  1. Visit the Customer Support Portal site at https://supportportal.smartsheet.com/.
  2. At the top of the page, select Pro Desk.
  3. In the Upcoming list, select the appointment you want to cancel.
  4. On the right side of the screen, select the drop-down arrow, and then select Cancel Appointment.
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