The way to organize a videoconference depends on how your prospect books an appointment with you: from an email sent from your CRM/software using Lodago or from a booking link.
- Arranging a video conference when the email is sent from your CRM/software using Lodago
To learn how to synchronize your video conferencing software with Lodago, click here.
- Arranging a video conference from a booking link
1. You can find your booking links in the "Calendar/Email integration & Booking links" tab of your Lodago account.
3. To create a booking link, use the table in Booking Links and follow the steps below:
- Step 1: Describe the purpose of the appointment you wish to arrange
- Step 2: Choose the duration of the appointment
- Step 3: If the appointment is a videoconference, tick the box in the videoconference column. If the appointment is a videoconference, the confirmation email your prospect receives will contain the videoconference link. To do this, you must have synchronized your videoconferencing tool with Lodago.
To learn how to synchronize your video conferencing software with Lodago, click here.
- Step 1: To insert your booking link, click on the Copy/Paste button on the line where you just created the link.
- Step 2: Go to the place where you want to display this booking link, for example on your website, and paste the link.
When the prospect makes an appointment, an appointment confirmation email is automatically sent to them. It will display the link to the videoconference. This link is automatically generated based on the video conferencing software you have synchronized in your Lodago account.
