Zoho Bookings

    Session scheduling and tracking is now taken to a whole new level with the Zoho Assist – Zoho Bookings integration. This inclusion synchronizes session schedules with your calendar, allows you to start a screen-sharing or remote-support session, and helps you manage support sessions effectively at any time.

    To configure Zoho Assist within Zoho Bookings

    • Go to Zoho Bookings.
    • Navigate to Settings > Manage Business, then choose Others under the Integration menu.
    • Select Zoho Assist from the list of integrations displayed.

    Zoho Bookings integration setup step 1

    • Authorize Zoho Assist by allowing calendar access to remote sessions and your identity.

    Zoho Assist authorization window

    • The list of one-on-one services available will be displayed.
    • Use the drag-and-drop interface to start a screen-sharing or remote-support session.

    Zoho Bookings drag and drop interface

    OR

    • Alternatively, enable the Create Assist Session toggle, select a service, and choose the desired session type if needed.

    Create Assist Session toggle in Zoho Bookings

    • Once the technician accepts the invite, the scheduled session will appear under the Session section in Zoho Assist.
    • Technicians can click Start to initiate the session instantly.

    Session start view in Zoho Assist

    • The scheduled session can also be started from Zoho Bookings by navigating to the Appointment Summary page and clicking Join or Start.

    Appointment Summary page in Zoho Bookings

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