How do I run the session (video, phone, in person)?
What to do at the session time depending on its type, and what the client sees.
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Open the booking from Bookings at session time; the action box depends on the type.
Video call
- A meeting link is created automatically when the booking is confirmed, and the client gets it in the confirmation email.
- Press Join session on the booking page at the time. The client joins from the same link.
Phone call
- Press Call the client to dial the number they entered in the booking. The client knows you'll call at the time.
In person at the office
- The client sees your office address from your listing. Make sure it's filled and current in Contact details.
Tips
- Read the consultation topic before the appointment.
- The client can message you on WhatsApp from the booking page if you added a WhatsApp number.
- If you can't make it, cancel early so the client is refunded. Cancelling and refunds.
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