Important: If you are working with more than one clinic/location, it is important you select the correct clinic from the drop-down menu under 'Select Clinic'. If you only work with one clinic you will not see this dropdown.
Invite Participants Before Entering the Video Meeting
Step 1 - Begin your video meeting from either:
- The 'Clinic' tab, then 'Meet Now', or
- The 'Meet Now' tab
Step 2 - Click 'Start Video Meeting'.
Step 3 - Whenever prompted, 'Allow' your camera and microphone. Note: Do not click 'Block/Never allow' for these prompts or you will not have audio or video in your video session.
Step 4 - You will see a preview of your video and audio.
Step 5 - When ready, click 'Start Meeting'.
Step 6 - The Meeting Information Screen - Choose one of the three options available to send your participant(s) the meeting information:
- '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.
- '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.
- '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.
- '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.
Step 7 - Once the invitation has been sent to participant(s), wait for them to arrive. Those who are joining using the meeting URL link, will have to be admitted.
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Scenario 1:
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Scenario 2:
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Anyone you decline will receive the following message:
Invite Participants While in a Video Meeting
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Additional articles:
How To Change the Default Email System on My Laptop/Computer