Whereby provides video meeting functionality so that you can conduct video consultations via PPS.
Through the consultation screen in PPS you will be able to generate and send a Whereby video consultation request directly to the client.
Important: Please ensure that you and your clients who intend to use this service have access to a webcam and microphone, or a smartphone with such functionality. You may also need to make sure that your web browser's settings allow the webcam and microphone to be activated. For help and tips from Whereby on webcam, microphone and sharing settings please check their guide.
a. Open the consultation screen for the relevant client and select the Start Video Consultation button.
b. You will then see the following screen that will display the client's details where the video links will be generated:
- The email address will be automatically enabled if the client has an email address entered into the system but if there is no email address you can send the link to their mobile number. Just remember to tick Enable if you are wanting to send the link to the client's mobile number.
The client's email address and mobile number will be pulled through from the details saved in the client details screen.
- You can enter the practitioner’s email address in the My Email Address field to have the video link sent to the practitioner. You will see the link on the screen but this can be used if you are sending the link one PC but conducting the video consultation on another or if you are wanting to set the links up now but are wanting to conduct the video consultation later.
- You will see a Subject entered. This is only applicable if you are sending an email. The Content will have the link that the client needs to click to enter the video chat and you can add any instructions for the client to know what to do. This content will be what is sent if you are choosing to email the client or send the link via SMS so the text should be kept short and concise.
- Select Cancel to close the screen or Start to generate the Whereby Video Consultation link. You will see the following message when the link has been generated and the email and/or SMS message has been sent to the client and/or practitioner.
Tip: The link will be automatically copied to your clipboard so you will only need to open your web browser and paste (Ctrl-v) the link into the web browser to open the link. Alternatively, if you have sent the link to yourself you can can click on the link in your email and it will open directly in your web browser.
c. Once the client has clicked on the link that they have been sent they will join you on the screen and can then conduct the consultation.
Important: If you are or your clients are having any issues when using Whereby why not have a look at their Support page for some help and tips. Here you can find troubleshooting information as well as information on privacy and security when using Whereby.