Schedule Appointments or Meet Immediately with Clients
Two Ways to Meet
- Using the “New Meeting Button,” start a meeting right away and obtain a link to share with a client via text or phone to start a video call immediately. Best for escalation of a conversation via text or phone.
- Using the “Schedule” button, you can schedule a video call appointment just like you would a normal one. Then, invite your client to an event using their email. This option is best for clients that have provided enough information to book an appointment.
How the Links Work
Any link generated by Zoom for a meeting that you send to a client will automatically walk them through the download process, relieving your staff from explaining the new tool too often.
As you are communicating with a client that may need a teleconference call in order to deliver the proper recommendations, it is important that you clearly explain how to access the link to the client. Otherwise, they will not be able to access Zoom.
Make sure that the client know that they must be on a device with a webcam at the time that they click that link for the meeting. Unless they have a webcam on their computer, their phone or their tablet will make the most sense.