๐๏ธ๐ Schedule A Call
This guide provides a step-by-step process for scheduling a call with our specialised cloud architect.
The Scheduling Module in Cloudsania enables users and organisations to schedule a call with specialised Cloud experts for assistance with:
๐ Architectural reviews
๐ Project setup
๐ Infrastructure configuration
This feature provides a structured way to seek expert guidance, ensuring smooth cloud deployments and best practices for infrastructure management.
๐ฏ How to Schedule a Call with a Cloud Expert
Navigate to the Scheduling tab from the left-hand menu.
Click Schedule New Call (top right) or Create new schedule if no schedules exist.
Schedule a New Call By Providing the Call Details
1๏ธโฃ Enter the Call Title
2๏ธโฃ Select the Project that requires expert guidance.
3๏ธโฃ Add Notes โ Provide additional context or specific areas of concern.
4๏ธโฃ Pick a Date and Time Slot from the available options.
5๏ธโฃ Add Guests if needed (team members or stakeholders).
6๏ธโฃ Click Confirm to finalize the scheduling.
View Scheduled Calls
1๏ธโฃ Once the call have been scheduled, it will appear under the Scheduling list page.
2๏ธโฃ Use filters to sort calls by project, status, or date.
3๏ธโฃ The scheduled call will display details such as;
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Call Title
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Project Name
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Date & Time
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Status (Awaiting Call, In- progress, Completed)
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Follow-up Action Status
Manage Scheduled Calls
1๏ธโฃ Click on a scheduled call to view full details.
2๏ธโฃ Available actions include:
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โAdd to Calendarโ for reminders
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โJoin Callโ when the session is ready
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โReschedule Callโ if an update is needed
3๏ธโฃ The call details page will include:
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Meeting link
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List of invited guests
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Documents
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Messages
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Project breakdown and expert recommendations