--- title: "How To: Book Partner Onboarding with a Farmer" description: "How To: Book Partner Onboarding with a Farmer" --- [Skip to content](https://go.slide.tech/knowledge-base/how-to-book-partner-onboarding-with-a-farmer#main-content) English Show submenu for translations [![](https://go.slide.tech/hs-fs/hubfs/slide-logo_full-color-dark.png?width=184&height=50&name=slide-logo_full-color-dark.png)](https://go.slide.tech/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge base](https://go.slide.tech/knowledge-base?hsLang=en) 2. [Features](https://go.slide.tech/knowledge-base/features?hsLang=en) October 28, 2026 # How To: Book Partner Onboarding with a Farmer **Overview** When a new partner signs with Slide, the Hunter (the AE who closed them) books the partner's onboarding call through the **Onboarding Scheduler** page. The page routes the booking to the right Farmer's calendar based on the Partner's Number of BCDR Devices and location. Once the meeting is booked, HubSpot hands the Partner over to that Farmer automatically. Use it for every newly signed Partner. Do not send Farmers a direct calendar link or book onboarding manually: the handoff only happens when the meeting is booked through this page.   **How it works** **![Screenshot 2026-10-27 at 5.45.44 PM](https://go.slide.tech/hs-fs/hubfs/Screenshot%202026-10-27%20at%205.45.44%20PM.png?width=670&height=238&name=Screenshot%202026-10-27%20at%205.45.44%20PM.png)** Steps 1 to 7 are for Hunters; step 8 happens in HubSpot automatically after the booking.   **Before you start** Have these ready before opening the scheduler: - **Number of BCDR appliances** 1-5, 5-10, 10-20, 20-50, 50-100 and up. - **Company location**: where the partner is located. - **Franchise affiliation**: whether the partner is a CMIT or TeamLogicIT franchise. - **The partner contact's details** (name, email) for the booking, and a time that works for them.   **Step-by-step: book onboarding with a Farmer** 1. **Open the Onboarding Scheduler** at [46803161.hs-sites.com/onboarding-scheduler](https://46803161.hs-sites.com/onboarding-scheduler?hsLang=en). 2. **Select the number of BCDR appliances** the partner currently supports. 3. **Select the Company Region.** The options are US, Canada, EMEA, Australia, New Zealand and LATAM. Based on the region you pick, the form then asks you to narrow down the location: the state or province for US and Canada partners, the state for Australia, the region for New Zealand, or the country for EMEA and LATAM. 4. **Tick CMIT or TeamLogicIT** if the partner is one of those franchises. Leave both blank otherwise. A ticked box sends the booking to the dedicated farmer for that franchise. 5. **Click Submit.** You're taken to the right farmer scheduler (the "Onboarding with Slide" calendar). You don't pick the farmer; the page does. 6. **Choose a date and time.** This calendar is round robin based on availability: it shows open times across every farmer on that scheduler, and the meeting goes to whichever farmer is free at the slot you pick. It is not a rotation where each farmer takes the next partner in turn. The meeting is a 45-minute Zoom call; check the time zone shown above the slots. 7. **Enter the partner contact's details** on the Your Info step and confirm the booking. 8. **Done.** Give it a minute or two, then check that the contact and company now show the farmer as owner (see below).   **What happens after you book** - The **farmer becomes the owner** of the partner's contact and company, and is set as the company's **Account Manager**. - The company gets an **Onboarding Booked Date** (today) and an **Onboarding Scheduled Date** (the meeting date). - The farmer gets a HubSpot notification ("Onboarding Has Been Scheduled!") and a Slack alert.   **Tips** - Ownership moves to the farmer, so the partner will drop out of your owned-records views after booking. - Answer the BCDR appliance count and region accurately: they decide which farmer scheduler the partner is routed to. - If the owner hasn't changed after a few minutes, or the partner doesn't fit any region option, flag it to Mike Silva rather than reassigning by hand. - [Getting started](https://go.slide.tech/knowledge-base/getting-started?hsLang=en) - [Features](https://go.slide.tech/knowledge-base/features?hsLang=en#main-content) - [Events](https://go.slide.tech/knowledge-base/features?hsLang=en#events) - [Support](https://go.slide.tech/knowledge-base/support?hsLang=en) [![slide-logo\_full-color-lite](https://go.slide.tech/hs-fs/hubfs/slide-logo_full-color-lite.png?width=165&height=45&name=slide-logo_full-color-lite.png "slide-logo_full-color-lite")](https://go.slide.tech/knowledge-base?hsLang=en) Copyright © 2026, Slide