To create and modify services, you need administrator access, and video functionality must be enabled under Clinic โSelect Features before you proceed.
Creating a video-based service
Click on Clinic in the sidebar and select Services.
Create a new service by clicking on + New Service.
Fill in the service details and check the box under the Video Call section.
Under Notifications make sure to at a minimum enable email or SMS for confirmation message. This is necessary for the client to receive the link to the video chat.
That's it! For all future appointments for this service, a unique meeting room will be created. The client will automatically receive a link to the meeting room. The practitioner can access the meeting room directly from the calendar or the sidebar agenda.
If an appointment changes from video to in-person (or vica versa), you can either modify the service associated with the appointment or override the video selection for that specific appointment.