During these unprecedented times, many of us find ourselves having to make changes to how we work, adopting new ways to communicate to be able provide critical services to our clients.
The Click4Time team wants you to know that we’re here, working hard to create additional tools to support your business, specifically those of you moving to an online format.
Earlier this week we sent out links to our blog posts related to Bulk Appointment Cancellation & Email Templates and Mass Emailing Your Clients.
We are currently assessing resources and a timeline in consideration of focusing our resources on building a secure video conferencing feature to allow you to continue to offer your services, even if you and your clients are unable to be physically present together. Video conferencing is something we’ve had on our future considerations list, but had not looked into up to now, therefore we are very early in the process of identifying user needs and creating the specifications. We’re working to have an announcement on the release timeline early next week, so stay tuned.
In the meantime, we’ve heard of many businesses using Zoom as an interim alternative for secured videos and calls. Zoom is a great solution since it is a fully encrypted communications tool that offers a free plan where you can host unlimited 1 on 1 video meetings.
If you do choose to give Zoom a try and you’re working in an industry that has strict privacy requirements, be aware of a few settings that you will want to verify before taking your first call.
Turn Off Recording
After signing up and logging in, go to your online account settings at https://zoom.us/profile. You can get there from the profile icon in the upper right corner of the page.
In the Settings side menu, go to the Recording tab. Here you may want to disable the “Local recording” and “Cloud recording” options.
Scheduling a Meeting
When scheduling a meeting, be sure to use the Generated Meeting ID versus the Personal Meeting ID. By using the Generated ID, you’re ensuring no uninvited guests will accidentally drop in on your meeting. If you use the Personal Meeting ID, anyone that you share the Personal ID with will be able to request to join your meetings in the future.
Also, in the interest of keeping it simple, change the audio setting to Computer Audio. By doing this you eliminate the option for clients to connect through an assigned phone number.
Need to send an email to all your clients, check out this post.