1. In a nutshell

By integrating Zoho Assist with Zoho Bookings, businesses can conduct screen sharing sessions or remote support sessions with their customers. Zoho Assist link will be generated and sent through notifications automatically when an appointment is booked.

2. Feature availability

• Available for premium plan.
• Roles 

• Super admins and admins can setup the integration. 
• Other users cannot setup the integration; they will get the assist link for their appointments.

3. Overview

Zoho Bookings allows support, sales, and other customer-facing teams to offer remote consultations through appointments by integrating with Zoho Assist. Zoho Assist is our in-house cloud-based remote assistance software that allows IT professionals to provide technical support and manage devices remotely. 

Key benefits of this integration

• Creates session link for remote support and screen sharing when an appointment is scheduled. 
• Sends the link to customers and users in notifications.
• Adds the session link details in the appointment summary

4. Steps to integrate Zoho Assist

Pre-requisite

• This integration requires that you have a suitable plan in Zoho Assist to schedule remote support and screen sharing sessions.

4.1 Connect Zoho Assist

1. Click the Admin Center icon  in the top right corner of Bookings. 
2. Select Most Popular under Integrations. 
   
3. Click Support in the left pane and select the Zoho Assist card and then click Connect.
   
4. Read through the permissions and click Accept. Your Zoho Bookings and Assist account will be connected.
   
   

4.2 Choose Assist Session in event types

For event types that require Zoho Assist, you need to select the Zoho Assist session type. 

1. Switch to the required workspace by clicking the workspace name under Bookings on the top left.
2. Click Event Types on the left sidebar, then select the required event type. 
   
3. In the Event Details tab, click Edit. Now choose one among the options, Screen Sharing or Remote Session under Zoho Assist. Click Save.
   
   
   Perform the above steps for all the required event types. 

4.3 Add users to Zoho Assist

Bookings users who will require Zoho Assist for their appointments must be added as a user in Zoho Assist to generate Assist session links for their appointments. Refer to this help page on how to add users in Zoho Assist. 

Note: Zoho Assist session links will be created only for technicians in the default department. Make sure to add technicians to your default department.

Your integration will be all set. Assist link will be generated when appointments are booked.

5. What to expect after integration? 

After the integration, each time an appointment is booked for the selected event types, a Zoho Assist session link will be automatically generated. Bookings users can access this in the Appointment Summary and also in the email notification(if configured). 

Customers can get this link in the email notification(if configured) and in the booking confirmation page. 

Session link can also be added to the email or sms notifications that are sent to users and customers. You can add the session link by clicking the Insert Variables > Assist Info in the message editor.

6. Points to note

• The choice for Assist session under Event Type Details is retained even when Zoho Assist integration is disabled and enabled again.
• The configured user can conduct the session. The customer(s) can  join the session and start collaborating.
• If the session link is not getting generated for the booked appointment, ensure the below:

• Check if the user booked for the appointment is added as a user in Zoho Assist.
• Check if the assist session is enabled under the event type details.

7. Related links

• Integrate Zoho Bookings with Google Meet
  
• Integrate Zoho Bookings with Zoom