How To Schedule a Video Meeting/Call

Last Updated:

October 1, 2022

Your new meeting will appear under Upcoming Appointments within your Dashboard. You will also receive a calendar email reminder as well and your invited attendees will receive a calendar invite.z

STEP-BY-STEP GUIDE
  • Login to Essentials
  • From your Dashboard, you will be able to schedule a meeting for later by clicking the New Video Call icon in the upper right corner
  • Select the meeting type:
    - Start instant meeting
    - Schedule meeting for later
  • When select Schedule Meeting for Later, a pop-up window will appear titled Invite Members where you can invite staff and clients.
  • Once you click Continue, you will be able to customize your meeting details by specifying the following:
    - Select a Service
    - Choose the Appointment Date, Start Time, Duration, and Providers
    - Select Type of Appointment: **
    * In-Person
    * Virtual
    *Phone
  • And add any additional notes
    - Then click Schedule
  • Your new meeting will appear under Upcoming Appointments within your Dashboard. You will also receive a calendar email reminder as well and your invited attendees will receive a calendar invite.