How to schedule a session?

If you are struggling to assist customers in different time zones, or your customer is not ready for an assistance session, you can schedule a support session at a convenient time for you and your customer. Your customer will receive an email notification once you schedule a session. You can also set reminders for yourself and your customer and reschedule a session if required.

To schedule a session

1. Go to assist.zoho.com. Log in to your account using your Zoho credentials.

2. To schedule a session, click AR Assistance and click on SCHEDULE.

   

3. Give a Title for the session and add a brief description.
4. Select the Time Zone of your customer. If you aren't sure of the customer's time zone, the session will be scheduled based on your time zone.
5. Choose the Date to schedule the session on.
6. Choose the Time for the session to begin.
7. You can set the time the reminder email will be sent by clicking Reminder.

8. Click SCHEDULE to schedule the session.

   

To reschedule or cancel a session

1. Go to the session that needs to be rescheduled or canceled.
2. Click next to the session.

3. Click Edit to reschedule the session.

   

4. Click on CANCEL to cancel the session.