Scheduling a meeting with customers can help alleviate any confusion and ensure they are getting the needed support. Meetings can be immediately held, or scheduled out in the future. All bookings can be found within the Bookings Page.
Scheduling an Impromptu/Immediate Meeting
The booking page can be found through by navigating to Teams > Ellipses > Bookings or through Impromptu Scheduling.
1. Select the correct Support Agent from the dropdown menu.
2. Choose a Date.
3. Choose a Time.
Note: Remember to check the scheduled time zone.
4. Input the Details.
a. Customer's First and Last Name.
b. Customer's Email.
c. Ticket ID (if necessary).
5. Select Book. This will send the customer a link to their email from which they can join the meeting.
Scheduling a 30 Minute Meeting
Navigate to all Tickets and select a ticket.
1. Click Reply.
2. Select Add Canned Response. For more information about how to use canned responses, visit Creating and Using Canned Responses.
3. Select Schedule a 30 min. meeting or Schedule a meeting with me. Your trainer should help you understand how to set up this canned response.
Note: The direct link to schedule a 30 minute meeting can be found here.
4. Select Send. This will give the customer access to the bookings page. From there, the customer can schedule the meeting at a convenient time.
