ZOOM
This is the system we use to host meetings.
Whoever has created a link for a meeting (it should be the current TL on the client account creating the Zoom links) must have the screen share feature enabled and set correctly to have a smooth Zoom meeting.
Please watch THIS VIDEO to ensure your settings are correct and your meeting links are up to date.
If you need further assistance or clarification, please reach out to Amber Monroe.
When setting up a Zoom meeting with a client (for licensed accounts):
- Name the meeting CLIENT | Accordus Touch Base
- Change to Recurring Meeting and “No fixed time” in the dropdown
- Turn off the waiting room and add a required passcode
- Uncheck waiting room
- Under options: select “allow participants to join any time”
- Send a calendar invite from the “Accordus Meetings” team calendar (it will look like it’s coming from Michelle)
Include the following in the calendar invite:
- Who setup the meeting, i.e. “Shae Hinson is inviting you to a scheduled Zoom meeting”
- The URL (also place this in the Location field of the invite)
- The meeting ID and passcode
- The 1-tap dial in number
- Include the necessary team members and client emails
If you don’t have a licensed account, you can use Accordus’ generic account by logging in with “[email protected]” — NOTE: Make sure there are no other meetings on the calendar that are using this account at the same time and add your new meeting to the calendar so others do not double book this Zoom account.