Invite Participants To a 'Scheduled' Video Meeting

• If recurring consultations were scheduled, each appointment will have its own unique video link, meeting ID & passcode, therefore these steps will have to be taken for each appointment.

Invite Participants Before Entering the Video Meeting (to join via video)

Invite Participants While in the Video Meeting (to join via video or phone) 

In addition to sending the video meeting information link to patients/ participants at time of scheduling a video meeting, you may also:

Invite Participants Before Entering a Video Meeting

As an appointment notification email can get lost in a person's Inbox, it is often a good idea to email their invitation closer to their appointment date/time.

Step 1 - Click 'Schedule' OR 'Consultations' from the left navigation bar.

       

Step 2 - Select the scheduled meeting, then click for meeting ID, passcode & info.  

Step 3 -  If you are on the 'Schedule' screen, you will see the following pop-up. Click 'Get Shareable Invitation'.

Step 4 - The Meeting Information Screen - Choose one of the three options available to send your participant(s) the meeting information:

1. 'Copy' - The copied information includes the web URL link ('https...') only, which you must 'paste' into the body of any email platform you choose to use.
2. 'View Meeting Invitation' - opens a screen that displays all the Meeting Invitation info, including the web URL link, Meeting ID and Passcode, date and time (if a scheduled meeting), and instructions, which you must 'Copy' & paste into the body of any email platform you choose to use.
3. 'Invite via Email' - opens your computer's default email platform to send all 'Meeting Information'.  All meeting invitation information will automatically generate into the body of the email.
4. 'Send Invitation via SMS' will send the Meeting Information by SMS text message.  You must know your participant's cell number.

When using 'Send Invitation via SMS', you must next:

• Manually enter the participant's mobile phone number.  If the number entered is incorrect, you will be prompted and the 'Send Invitations' button will remain unavailable.
• If inviting more than one person, click '+Add Another' and add their mobile phone number(s).
• Select whether or not you are currently on a phone call with your patient/participant.

When ready, tap 'Send Invitations'.

You will see a banner at the top of your screen, telling you that the invitation(s) sent successfully.

Invite Participants While in a Video Meeting

By Video	By Phone
Click 'Invite Participants' at the upper-right of the video screen.  Email the meeting information to your participant(s). Participant will have access to video and audio.	Click 'Dial In', enter their name and phone number, then click 'Dial In Now'.  Multiple participants may be dialed into the video meeting, one at a time. Participant will have access to audio only.

Additional articles:

How To Change the Default Email System on My Laptop/Computer