---
title: Schedule call & contact options | Mortgage Clarity Help Center
description: How clients book time with you and reach you from the workspace.
url: https://www.mortgageclarityplatform.com/help/client-workspace/schedule-contact
site: Mortgage Clarity
updated: 2026-09-01
---

## Booking a call

1.  1
    
    Schedule call appears in the Strategy tab banner and on the report's scheduling buttons.
    
2.  2
    
    Booking opens in a popup inside the workspace with your scheduling page embedded, so the client never leaves the platform. A small "New tab" link is there for schedulers that refuse to embed.
    
    ![The in-app scheduling popup](https://www.mortgageclarityplatform.com/help-figures/client-workspace__schedule-contact__1.png)
    
    The in-app scheduling popup Click to enlarge
    
3.  3
    
    The scheduling link comes from your advisor profile; if none is set, the buttons simply do not render.
    

## Other contact paths

1.  4
    
    Your phone number and email in the banner are tap-to-call and tap-to-email links.
    
2.  5
    
    Request an address lets the client send you a property address to run; it lands in your dashboard as an open request.
    
3.  6
    
    The sidebar's advisor card carries a "Send a message" email link as well.
    

## Related articles

[The Strategy tab & live updates

Where your client reads their report, and how your edits reach them.

](https://www.mortgageclarityplatform.com/help/client-workspace/strategy-tab-live)[View a workspace as your client

Preview exactly what your client sees, without using an invite.

](https://www.mortgageclarityplatform.com/help/clients-workspaces/view-as-client)

[PreviousThe Strategy tab & live updates](https://www.mortgageclarityplatform.com/help/client-workspace/strategy-tab-live)[Next Game Plan](https://www.mortgageclarityplatform.com/help/client-workspace/game-plan)

Still stuck?

Email [christian@mortgageclarityplatform.com](mailto:christian@mortgageclarityplatform.com), or use the Help button in your advisor top bar to send a message without leaving the app.