2DegreesInvesting / coding-helpdesk

Live support by appointment
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How to make an appointment #1

Closed maurolepore closed 3 years ago

maurolepore commented 4 years ago

CJ and I practiced making a helpdesk appointment. This is what I learned.

The user (who requests the appointment) may email the helper via the event's email-icon. The helper gets an email, and can create an event from their inbox but WARNING: This seems to create a new event, not edit the event from which the user sent the email.

Here are some problems:

Given what I now know as a helper I RECOMMEND this:

For example, if the user CJ wants to book one of my helpdesk appointments, I would"

  1. Edit the event's title from "Mauro's helpdesk" to "Mauro's helpdesk -- meeting CJ".
  2. Add cj@2degrees-investing.org to the guests list (or ensure it's added).
  3. Check the box to allow CJ to edit the event.
  4. Ask CJ to add an agenda for the meeting and remind him to prepare a reprex.
  5. Save.
  6. Follow the event prompt to email CJ.

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Thanks @cjyetman