Schedule A Zoom Session
Table of Contents
Follow these steps to create a Zoom session. This will be done after an appointment has been scheduled in Neo.
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Right-click inside the appointment that you need to set up a Zoom session for.  |
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Select Zoom Meeting from the menu.  |
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Enter a description, if desired, and then click Create Zoom Meeting.  |
Email the Zoom LinkSelect the desired recipient's email address from the dropdown menu - you can manually type in the email address in the text field if the intended recipient's address isn't listed.  |
Text the Zoom LinkSelect the desired recipient's phone number from the dropdown menu - you can manually type in the phone number in the text field if the intended recipient's number is not listed.  |
Delete the Zoom Meeting | |
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