Schedule Session  

Schedule a remote support session at your customer's convenient time when your customer is not ready for an instant remote support session. It can help you support customers on different time zones. Your customer receives an email notification once you schedule a session and you can set reminders to yourself as well as your customer. You can also reschedule a session if required.

Feature Highlights  

• Schedule session to the respective time zone of your customer.

• Add a description that would be sent along with the invitation mail.

• Reschedule the session anytime.

• Reminders to both yourself and your customer before the scheduled session.

• Option to start the session even before the scheduled time.

Steps

To schedule a session
  

1. Once you log in, navigate to  Remote Support  menu.

2. Click on  SCHEDULE.
   

3. Enter the Customer's  email address, session  Title  and  Description.
   

4. Select the  Timezone  of your customer. If you aren't sure of the customer's timezone, it will be scheduled to your timezone.
   

5. Choose the  Date  on which the session has to be scheduled.
   

6. Choose the  Time  duration at which you want the session to begin.
   

7. You can set the time before which you want the reminder mail to be sent by clicking on  Reminder.
   

8. Now click  SCHEDULE  to schedule the session.
   

To Reschedule/Cancel the session
  

1. Go to the session that needs to be edited/rescheduled.

2. Click on the three dots icon () beside the session.

3. Choose  Edit  to reschedule the session or click  Cancel  to revoke the session.
   

Note: You can start the session even before the scheduled time by clicking on  START given beside every session in the Upcoming list.