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Log in to Experience.
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In the My Appointments card, select Schedule.

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The Schedule Appointment window will open.

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In the Appointment Details, choose the Appointment Type from the dropdown.

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Review the Guiding Statement and Appointment Instructions.

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Choose the advisor by clicking on the radio button next to their name.

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In the Date and Time section, select a date to view available time slots, then choose the one that works best for you.

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A default duration will appear; you may choose a different appointment duration from the dropdown if needed.

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Choose a start time for the appointment:

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Once the start time is chosen, the available location for the appointment will appear. Use the dropdown to see if other locations are available.

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Add any Additional Details about the appointment that you would like:

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Select the Schedule Appointment button.

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Your upcoming appointment(s) will appear on your My Appointments card in Experience.

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You can select a specific appointment to view or cancel it.

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In the My Appointments card, you can also choose View All to see all of your appointments (history, today’s, and upcoming) in a calendar or list view.

Calendar View:

List View:

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Select the Home button to return to Experience.
