Plan sessions
Instead of the instant / ad-hoc session I would like to plan a session for a certain date/time.
Planned means that if I create a planned session, the client gets an email informing them about the date and the time, together with a link to add to their calendar and the appropriate texts in that email. The system then automatically sends a reminder email with a link to join 15 minutes before start.
In my technician view I have a list of planned sessions ordered by date / time.
The workaround right now is that I create the ad-hoc session, name it with date / time before the actual title so that in the list of sessions it is in the correct order. Then copy a link of the session into a manual calendar entry and manually add the client as a participant. It works but it is not as easy / smooth.
Quite a few competitors have that feature of planned sessions.
Customer support service by UserEcho