How to schedule a session | User Guide | Zoho Lens

How to schedule a session

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:

  1. Go to lens.zoho.com and click Schedule in the top banner. The Schedule a session dialog will appear.
  2. Enter the Customer's Email address in the field provided. This is where the session invitation will be sent.
  3. Enter a Title for the session, this will appear in the invitation email sent to your customer.
  4. Optionally, add a Description to give your customer more context. This will also be included in the invitation email.
  5. 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.
  6. Click the Date dropdown and select the date for the session.
  7. Click the Time dropdown and choose the time you'd like the session to begin.
  8. 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.
  9. Click Schedule to confirm. Click Discard to close the dialog without saving.

To reschedule or cancel a session:

  1. Navigate to the session you want to update.
  2. Click the menu icon ( ⋮ ) next to the session.
  3. Select Edit to reschedule, or Cancel to cancel the session.