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Zoho assist

Zoho Bookings

 
Session scheduling and tracking is now taken to a whole new level with the Zoho Assist - Zoho Booking integration. This inclusion allows the synchronization of session schedule with your calendar, to start a screen sharing or remote support session, and enables effective management of support sessions at anytime.
 
To configure Zoho Assist within Bookings
 
  1. Go to Zoho Bookings
  2. Navigate to Settings and choose the Manage Business option from the drop-down menu and choose the Others option available under the Integration menu. 
  3. Choose Zoho Assist from the list of integrations displayed.
  1. Next, you have to complete the authorization of Zoho Assist by allowing calendar to access remote support sessions and your identity.
  1. Followed by that, the list of one-on-one services available will be displayed.
  2. The drag-and-drop interface can be used to start a screen sharing or remote support session.  
                                                                                                            (OR)
  1. Alternatively, you can enable the Create Assist Session toggle in the proceeding step, select a service, and choose the session type if needed.
  1. Once the technician accepts the invite, the scheduled session will be displayed under the Session section in Zoho Assist.
  2. Technicians can then use the Start option to initiate the session instantly.
  1. The scheduled session can also be initiated from Zoho Bookings by navigating to the Appointment Summary page and clicking the Join or Start option.