Zoho Bookings
Session scheduling and tracking is now taken to a whole new level with the Zoho Assist - Zoho Booking integration. This inclusion allows the synchronization of session schedule with your calendar, to start a screen sharing or remote support session, and enables effective management of support sessions at anytime.
To configure Zoho Assist within Bookings
- Go to Zoho Bookings
- Navigate to Settings and choose the Manage Business option from the drop-down menu and choose the Others option available under the Integration menu.
- Choose Zoho Assist from the list of integrations displayed.
- Next, you have to complete the authorization of Zoho Assist by allowing calendar to access remote support sessions and your identity.
- Followed by that, the list of one-on-one services available will be displayed.
- The drag-and-drop interface can be used to start a screen sharing or remote support session.
(OR)
- Alternatively, you can enable the Create Assist Session toggle in the proceeding step, select a service, and choose the session type if needed.
- Once the technician accepts the invite, the scheduled session will be displayed under the Session section in Zoho Assist.
- Technicians can then use the Start option to initiate the session instantly.
- The scheduled session can also be initiated from Zoho Bookings by navigating to the Appointment Summary page and clicking the Join or Start option.