Preparing for your First Call
      Back to home
      1. Help Center | Knowledge Base
      2. Getting Started with Coviu
      3. Preparing for your First Call

      How to Configure Call-Joining Options for Clients or Patients

      This article describes the different call-joining options that you can configure for the client or patient screen when they join your call.

      Last Updated: February 2024

      Note:

      • To make these changes, you need to be the Coviu account Owner or Administrator.
      • The changes that you make here will be applied to all users in your account.

      On this page:

      1. How to configure call-joining options for your clients or patients
      2. More support options

      How to configure call-joining options for your clients or patients

      You can configure the call-joining options for your client's or patient's screen when they join your call, such as specifying whether their photo is required or not, and/or making their last name mandatory to be supplied before entering your call.

      Follow the instructions below to get started:

      1. Log in to your Coviu account as you normally would.
      2. Scroll down on the left side menu of the Dashboard and click Configure (if you can't see the Configure button, then you are not the account Administrator).
      3. Click the Joining a call tab.
      4. Guest photo capture: You can specify whether a photo is required, optional or not required by your clients or patients before entering your call. Please note that this affects all calls excluding Waiting Area calls as no photo is ever needed there.
      5. Make last name mandatory: You can make last names mandatory to be supplied by your clients or patients before entering your call by clicking the toggle button. This option is disabled by default.
      6. Enable video preview on entry fields page: When enabled, your clients or patients will be able to preview their video feed on the entry fields page (where they would be entering their first name, last name, etc.) This option is enabled by default.
      7. Enable microphone and camera controls for waiting guests: When enabled, your clients or patients have the option to mute their microphone and/or camera while waiting in the Waiting Room. This option is enabled by default.
      8. Click Save to save your changes.

      More support options

      You have completed another Coviu help article. You now know how to configure call-joining options for your clients or patients.

      If this is not what you were looking for, explore our knowledge base and search for another article from here.

      If you still require any assistance, please do not hesitate to get in touch with our friendly Customer Success team using any of the contact methods available here.