Before you start, ensure that your subscription plan includes this feature. If not, you can purchase it as an Add-on or upgrade to a plan that does.
Go to your Appointments Calendar.
Select the upcoming appointment.
Toggle the “Send video meeting link” button to on. This will generate a unique link for you and your customer to join the video call. You can also set this option to send automatically along with your questionnaire in the Services section.
Confirm the customer appointment by tapping on “Confirm.”
When it’s time for the video call, navigate to the upcoming appointment on the calendar and open the selected date. You will see the “Join video meeting” button. Tap this button to join the meeting with your customer. Your customer will see this same option on their appointments in the app.
For added convenience, you can set the video option to automatically send during the auto confirmation by selecting auto-send under Services.
