Zoho Calendar Extension for Zoho Desk
The Zoho Calendar extension for Zoho Desk lets you attach calendar events to tickets with a simple click. You can record your scheduled appointments for tickets like customer demonstrations, remote assistance sessions, site visits, etc. and sync them with Zoho Calendar. The extension also allows you to set up reminders so you don't miss important events.
Key Features
- Create multiple events for the same ticket.
- Set up reminders so you don't miss important events.
- Stay organized with access to monthly, weekly, and daily calendar views.
- Access the linked ticket from an event in your calendar.
Installing Zoho Calendar Extension
The Zoho Calendar extension can be installed from the Zoho Marketplace or your Zoho Desk account.
- Log in to your Zoho Desk account with Administrator privileges.
- Click the Setup icon (
) > Integrations > Marketplace.
- Search for 'Zoho Calendar' in the search bar on the right.
- Select the Zoho Calendar extension and click Install.
- On the Use of Personal Details window, click Continue.
- On the Confirm Installation window, select a portal from the Portal Name drop-down menu and click Install.
- In the Zoho Calendar Installation Setup page, select the Departments and Profiles for which the extension appears.
- Agree to the Terms of Use and click Install.
- Authorize your Zoho account by clicking Authorize in the pop-up.
The extension will be successfully authorized. - Under the Preference tab, select the calendars you want to display to your agents while creating events for tickets.
You can choose to show either all calendars, personal and select group calendars, or only select group calendars. - Click Save.
Once the extension has been installed successfully, it can be accessed from the right panel of the ticket details page.
Accessing the Extension
To access the extension from the right panel:
- Click the Marketplace icon (
) in the right panel of the tickets detail page.
- The Zoho Calendar widget will be displayed in the right panel.
- The Create Event tab allows you to create events, and the Events tab lists all the events associated with the ticket.
When you access the extension from the right panel, you can do the following:
- Create an event
- View the list of events associated with a ticket
- Edit an event
- Delete an event
Creating an Event
To create an event:
- Click the Create Event tab.
- Select the calendar in which you want to create the event, e.g., personal or group calendar.
- Provide Title, Description, Date, Time, Location, Color, and Attendees details.
Title and Date are mandatory. - Enable the Reminder option for the event.
- Select the reminder time and mode from the slots.
- Click Create.
Notes:
- The attendees will receive an email invitation to the event. Once the attendee responds to the invitation email, the status will be updated on Zoho Calendar.
- When an event is created from a ticket, it will be associated with that ticket.
Viewing, Editing and Deleting an Event
To view, edit, or delete calendar events from inside tickets:
- Click the Events tab.
All the events associated with the ticket will be listed. - Hover over the event. Icons to edit and delete will pop up.
- Click (
) icon to edit an event.
Make the required changes to your event and then click Save. - Click (
) icon to delete an event.
The event will be deleted from your calendar instantaneously.
Accessing Events in Zoho Calendar
You can view the events attached to tickets in your Zoho Calendar account. Just click View on a calendar event to view its details. On opening the event, you will see a link to the ticket for which the event was created. You can click on the link to view the details of the ticket.
Uninstalling the Extension
To uninstall the Zoho Calendar extension:
- Go to Setup > Integrations > Marketplace.
- Click Installed Extensions.
- Choose Zoho Calendar from the list of extensions.
- Click the More icon (
) at the upper-right corner of the Zoho Calendar extension setup page.
- Select Uninstall Extension.
- Click Confirm.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Google Calendar Extension for Zoho Desk
The Google Calendar extension for Zoho Desk lets you create calendars and events in Zoho Desk and sync them with Google Calendar. You can now schedule, edit, or cancel events in Google Calendar from Zoho Desk. This extension also lets you set ...Setting up Zoho Meeting Integration with Zoho Desk
Delivering exceptional customer support requires a delicate balance between responsiveness and efficiency. One challenge that customer support teams often encounter is switching between applications while handling tickets and maintaining the context ...GoToWebinar for Zoho Desk
Webinars help give product demos and make a great tool for customer support. The GoToWebinar extension for Zoho Desk helps support agents explain their product efficiently through webinars, allowing them to resolve support tickets faster. With this ...Highrise for Zoho Desk
View customer details and deals from Highrise in Zoho Desk. Manage contacts, deals, and activities between Highrise and Zoho Desk. Add new customers and deals to Highrise from Zoho Desk. This integration makes it easy to understand customer's details ...Integrating Zoho Desk with Zoho Cliq
The Zoho Desk - Zoho Cliq integration allows you to view tickets, get instant updates, and monitor daily ticket activity from the chat window. Benefits of integrating Zoho Desk and Zoho Cliq accounts include: Notification - Receive channel and direct ...
New to Zoho LandingPage?
Zoho LandingPage Resources