Before completing the form, the Rates page is the place to review the published figures and the notes that accompany them. Hourly, overnight, and multi-day arrangements are listed separately, followed by travel, payment, and other considerations. Looking at the section that matches your plans makes it easier to describe the duration and location you have in mind. The form is an introduction rather than a substitute for those notes, so you can use the introduction field for the details of your visit instead of trying to reconstruct a price from several different pages.

Your preferred date and time describe the appointment you would like to discuss. If you have an alternative, include both its date and time so that it is clear which details belong together. For Sacramento and San Francisco, use Pacific time. For a visit elsewhere, state the destination and its time zone in your introduction. A clear distinction between a preferred option and an alternative is more useful than a list of dates without locations or times. These remain preferences; screening, confirmation, and availability are still part of arranging an appointment.

Choose the verification method that corresponds to the information you can provide. The screening section of the FAQ explains the routes, while the form displays their relevant fields. For professional references, provide the professional names and websites requested here, and let both references know to expect an inquiry. Their contact email fields are optional. The professional-profile route asks for a LinkedIn profile or professional website, with identification instructions provided separately. The Preferred411 route has a place for your profile or member handle. Please follow the instructions for the route you select rather than treating every field as part of one combined request.

The introduction field gives the practical details some context. You can describe what you are looking for, the location and duration you prefer, how you found me, and anything about the proposed visit that the date and time fields do not convey. If travel is part of the plan, this is also the place to identify the destination. You do not need to repeat the entire form in that field; a coherent introduction lets the logistical information sit beside a sense of the person and the occasion behind it.

For questions about the process itself, refer to the booking information in the FAQ. It sits alongside the screening information and the other practical questions, so you can read the relevant section before sending your introduction. Submitting an inquiry does not reserve an appointment. Each introduction receives individual consideration, and when an inquiry is suitable I will be in touch regarding the next steps. The form, the Rates page, and the FAQ describe different parts of the same process: the proposed visit, the published terms, and the arrangements required before it is confirmed.