When rebooking an existing client for a video call appointment, you are presented with two options - Zoom and Microsoft Teams.
Microsoft Teams is the preferred teleconferencing app for Video Calls or Online Audio calls. If you select Zoom and there is a failure before or during the call, Converge may not be able to provide reimbursement for that session.
Microsoft Teams
Microsoft Teams - If you select Microsoft teams, both you and the client will receive an automatically generated meeting link which is accessible from the booking confirmation email sent to you and the client.
When accessing a Microsoft teams link, neither party needs to install or sign into Microsoft Teams. You can join the meeting via your preferred web-browser.
Make sure you select “Yes” for send client notifications option when booking your clients' appointment - this means Converge will send the meeting link to both you and the client.
MS Teams calls can be joined by either party on a web-browser. Teams is compatible with Google Chrome and Microsoft Edge on both Mac and PC - it’s not currently compatible with Safari or Firefox.
If your client wants to join your call on their smartphone, they can join but will need to download the Microsoft Teams app from the App Store (free). They won't need an account to join but will need the app installed.
If you or the client has Microsoft Teams app installed and/or has a Teams account and wants to join using this, click “Join on the Teams app” after clicking the meeting link.
Zoom
Converge does not yet have an integration with Zoom and cannot add meetings to your Zoom account. If you select Zoom, you will need to create a Zoom meeting link yourself and send the meeting link to the client.
If you select Zoom, remember to create a meeting in your Zoom app and send the meeting link and info to the client directly.
Microsoft Teams is the preferred teleconferencing app for Video Calls or Online Audio calls. If you select Zoom and there is a failure before or during the call, Converge may not be able to provide reimbursement for that session.