Placing a guest on-hold

This article describes how you can place your client/patient "on-hold" when undertaking a multi-party call in your User Room or Meeting Room.

Last Updated: June 2021

These instructions describe how to place a client on-hold during a multi-party call. Examples are marriage counselling, custody disputes or perhaps share-care planning meetings which include a patient and allied health providers.

Currently, placing a party on-hold is referred to as "transferring to the Waiting Room", but stay tuned for some changes in this space.

This functionality is only available when holding such calls in your User Room or Meeting Room.

Note: It is not available for a call you have joined in the Waiting Area.

Transferring a Caller to the Waiting Room (On Hold)

Once you have all the participants in your Room and you have determined you need to place one of them on hold:

  1. Click the Call Manager button (see screenshot below). Transfer caller to waiting room

  2. Click the Transfer button under the guest you wish to put on-hold.Transfer for holding a guest

  3. Click The Waiting Room or another Meeting Room
    Transfer guest options

  4. Click Confirm Transfer
    Transfer confirmation

  5. When you are ready to accept the guest back into your room, click AcceptGuest readmission

  6. Follow the same procedure to Transfer the other guest to the Waiting Room if needed.

Note: While your client is waiting on hold, their device will show a screen similar to the below. It will also give them an option to play hold music while they wait. Just like when they originally entered the call.

Waiting room client options

 

Author: KM