How do I ask for an informational chat? (update)

A friend suggested informational chats and I do not know how to ask. I do not usually post, so bear with me. I worry about bothering people. What did you ask?

Keep everything in writing and save the confirmation numbers. It made the follow-up calls so much easier.

Thanks for writing this out. I went through something close to it 7 months ago, and it settled down once I kept a simple log of every call and form.