Schedule a Call

Scheduling calls for client and their associated contacts are set up in the Web Portal.  

To schedule a call:

1. In the left-hand menu, click the Accounts tab and locate the desired account.
2. Select the client by clicking their account card from the list.
3. On the Schedule screen, click the + Add button and click the Add Call option. 
4. On the Create Call screen, select the contact(s) in the Participants section.
5. Enter the following details in the Call Details section:
   • Name the Call*
   • Call type*
     • Video Call / Zoom Meeting

     • If the call type is Zoom Meeting, a Zoom Meeting URL must be entered. You may use a business or personal Zoom account and custom Zoom domains like yourcustom.zoom.us.

       Note: You may privately invite individuals to the same Zoom event by creating an event for each participant and using the same Zoom Meeting URL

       

   • Repeats*

     • For Weekly occurrence, click on a day. For Customize occurrence, click on multiple days.

       

   • Date*
   • Start time* and End Time*
   • Description

6. Click the Create button.