Fugent’s Scheduling Assistant is the only appointment booking tool with Zoom integration, allowing you to combine the simplicity of Zoom Meetings with the effectiveness of digital scheduling for your territory.
After connecting your Zoom account to Fugent, use the top navigation to select Scheduling Assistant and either ensure that your existing schedules have web meeting enabled as a meeting type or create a new schedule with web meeting enabled as a meeting type.
Once a client requests a meeting with you, you will have the ability to accept the meeting and confirm meeting instructions such as meeting provider and audio instructions prior to sending a calendar invite. Click on the email, text, or in application meeting request notification. Fugent will display an appointment request screen. Click on the “Accept and Confirm Details” button.
Ensure the Meeting Provider dropdown is set to “Zoom Meetings”. This option may be set to Zoom by default if you do not have other meeting providers connected to your Fugent account.
Modify the other options as needed and select “Schedule and Send” invitations. You may find more information on Scheduling Assistant options within the Scheduling Assistant section
Start your confirmed Zoom meeting from your Fugent dashboard or Meetings area of the application as you would a scheduled meeting.
Please sign in to leave a comment.