If your customer is in a different time zone or isn't immediately available, you can schedule a support session at a mutually convenient time. Once scheduled, your customer will automatically receive an email invitation. You can also set reminders and reschedule or cancel sessions as needed.
To schedule a session:
- Go to lens.zoho.com and click Schedule in the top banner. The Schedule a session dialog will appear.
- Enter the Customer's Email address in the field provided. This is where the session invitation will be sent.
- Enter a Title for the session, this will appear in the invitation email sent to your customer.
- Optionally, add a Description to give your customer more context. This will also be included in the invitation email.
- Under Time Zone, select your customer's time zone from the dropdown. If you're unsure, the session will default to your own time zone.
- Click the Date dropdown and select the date for the session.
- Click the Time dropdown and choose the time you'd like the session to begin.
- Click the Reminder dropdown to set when a reminder email should be sent ahead of the session. Select No reminders if you don't need one.
- Click Schedule to confirm. Click Discard to close the dialog without saving.
To reschedule or cancel a session:
- Navigate to the session you want to update.
- Click the menu icon ( ⋮ ) next to the session.
- Select Edit to reschedule, or Cancel to cancel the session.