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Overview

The Scheduling Module in Cloudsania enables users and organizations to schedule calls with specialized Cloud experts. This feature provides structured access to expert guidance for:
  • Architectural reviews
  • Project setup assistance
  • Infrastructure configuration guidance
Our cloud experts ensure smooth cloud deployments and help implement infrastructure management best practices. This feature provides a structured way to seek expert guidance, ensuring smooth cloud deployments and best practices for infrastructure management.

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Step-by-Step Guide

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1. Navigate to Scheduling

  1. Access the Scheduling tab from the left-hand menu
  2. Click Schedule New Call in the top right corner
    • If no schedules exist, click Create new schedule

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2. Schedule a New Call

1

Enter Call Title

Choose a descriptive title that reflects the purpose of your consultation
2

Select Project

Choose the project that requires expert guidance from the dropdown menu
3

Add Notes

Provide additional context or specific areas of concern you’d like to discuss
4

Select Date and Time

Pick your preferred time slot from the available options
5

Add Guests (Optional)

Include team members or stakeholders who should attend the call
6

Confirm

Click Confirm to finalize your call booking

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Managing Your Scheduled Calls

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Viewing Scheduled Calls

Once scheduled, you can manage your calls through the Scheduling list page. The page displays:
  • Call Title
  • Project Name
  • Date & Time
  • Status (Awaiting Call, In-progress, Completed)
  • Follow-up Action Status
You can use filters to sort calls by:
  • Project
  • Status
  • Date

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Call Management Options

Click on any scheduled call to access:

Add to Calendar

Add the call to your preferred calendar for reminders

Join Call

Join the call when the session is ready

Reschedule

Update the call time if needed

View Details

Access call details and expert recommendations

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Call Details Page

The call details page includes:
  • Meeting link for video conferencing
  • List of invited guests
  • Documents
  • Messages
  • Project breakdown
  • Expert recommendations
Remember to join the call a few minutes early to ensure a smooth start to your consultation.