Help Center Torkehub!

Guide to Scheduling Your Initial Call in TorkeHub

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TorkeHub Team

Updated over a 7 months ago

Greetings,
We appreciate your time and attention. Our goal is to assist you in scheduling your initial call through your TorkeHub account. Following these steps will facilitate a smooth and efficient process as you plan your call.

 

Step-by-Step Instructions for Scheduling Your Call:


1. Access the Time Management System:

Begin by accessing the Time Management System in your TorkeHub account.



2. Navigate to the Calls Tab:

Locate the "Calls" tab to create a new call.



3. Create a New Call:

Click on the "Create" button to initiate the scheduling process.



4. Enter Call Details:

Fill in the necessary call details:


    • ** Call Name: Provide a descriptive name for the call.** 
    • ** Call Status: Specify if the call is scheduled, completed, or canceled.** 
    • ** Date and Time: Choose the call date, start, and end times.** 
    • ** Direction: Select inbound or outbound communication.** 
    • ** Department and Contacts:** 
    • ** Organization Options: Choose the relevant department.** 
    • ** Organization Contact: Select the department's contact person.** 
    • ** Account Management:** 
    • ** Account: Specify the client account associated with the call.** 
    • ** Assign User: Designate team members attending the call.** 
     

5. Review and Confirm:

Double-check all details for accuracy before finalizing the call setup.


By adhering to these guidelines, you can efficiently schedule and manage calls in TorkeHub, ensuring all participants are well-informed and prepared. Should you require assistance or have inquiries, feel free to reach out to our support team.


We trust this guide will enable you to maximize the capabilities of your TorkeHub account for all your call coordination needs.

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