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How to create and manage video call services

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Video call services are a great way to offer online appointments to your clients. When these services are added to an appointment, you are then able to save a link against the appointment for your client to use when joining the video call. When a link has been added to the appointment, that link will be included in the email communications sent to the client; if you have turned these emails on. In this guide you will learn how to create and manage video call services.

 

 

How to create a video call service

1 Head to setup > services and click add service or choose an existing service to edit.

 

2 Fill in the correct details for the service you would like to offer, and then check the this service is a video call box.

 

 

How to manage video call service links

How to add a video link to an appointment

1 First you will need to add a video call service to your appointment, from there a new video call link field will show up.

 

2 Paste your video link in this field, and click save to confirm. Only one link field is shown even if the appointment includes more than one video call service.

 

Timely note: when adding a link to a recurring appointment you can choose to update just the current appointment or update all the appointments.

 

 

How to add a link from the activity dashboard

If you require your online bookings set to be penciled-in before you confirm them you can quickly add links while you confirm the appointments from the activity dashboard. To do this:

 

1 Head to your activity dashboard, and click on the confirm button for a pending appointment.

 

2 Paste your video link in this field, and click save to confirm.

 

 

How to manually send a link to your clients

1 Start by clicking on the send and SMS or email icon on the appointment. Then choose whether you want to send an email or SMS.

 

2 The video call link will automatically be copied into the message field. Customise your message, then hit send!

 

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