Setting up Customer Connect as a way for your clients to meet you online
"Customer Connect" is a functionality that we've included in our Professional and Clinic tiers so you can give your clients an easier way to connect with you.
"Customer Connect" is a portal through which you can offer three different types of functionality to your clients:
- online appointment bookings
- access to the rooms of a clinician
- ability to follow a Web link to a specific Coviu room that you've organised to meet in
This is what the portal looks like. The first two buttons allow clients to make or retrieve an online appointment bookings. The third button allows them direct access to your clinicians. The last one allows pasting a link.
This portal needs to be configured to the needs of your business.
First you can completely customise the colours and wording of this page.
If you don't want your clients to make online bookings through Coviu, you can remove that functionality.
Similarly you can turn off direct access to clinicians, or you can pick a subset of team members and shared rooms that access is provided to, and you can require a passcode for your clients to enter before they are allowed to join a waiting queue to your clinicians.
Once you've done all your configuration, put the link to it behind a button on your Website. The link looks as follows: https://[subdomain].coviu.com/app
Your could name it "Connect to your video visit" or something more appropriate.
Here's an example button:
Let us know if you need further help setting this up! Connect via the chat box on this page or email us at firstname.lastname@example.org .