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      Inviting Clients to a Zoom Telehealth Session

      Inviting participants to a Zoom Telehealth session in Zanda is simple. Each telehealth appointment scheduled in your calendar generates a unique Zoom Telehealth link, which you can easily share with participants using Zanda communication tools or your preferred method.

      ✴️ The Telehealth call link is the same for any type of the Zoom Telehealth subscription enabled for this appointment: Basic, Pro or BYO .

      In this article:

      Joining Telehealth Call from My Appointments List on Client Portal

      1. Enable your client portal for Online Bookings, and for your clients to login. 

      2. When clients login, they will see the My Appointments list. 

      3. The My Appointments list will show their upcoming appointments. Telehealth appointments will have the Join Telehealth Call button. 

      4. Clients will need to click that button to join their call via browser or Zoom app. 

      Using Zanda Communications to Share Telehealth Links

      1. Automatically Include Telehealth Links in Messages
        • Go to Tools > Communication > Templates and set up your templates to include the {ClientTelehealthUrl} merge field.
        • This merge field automatically merges the appointment unique Telehealth link into messages sent to the client in relation to their appointment.
        • ⚠️ Important: Ensure the Telehealth switch is enabled in the appointment panel to generate the Telehealth link.

      Manually Sharing the Telehealth Link

      If you prefer to send the link manually via third party SMS or email, you can copy the link directly from the appointment panel:

      1. Locate the Appointment on the Calendar

        • Find the appointment in your calendar view and click on it to open the appointment panel on the right.

      2. Enable the Telehealth Switch

        • Ensure the Telehealth switch is turned on in the appointment panel. This will generate the unique Telehealth link.

      3. Copy the Link

        • Click the Copy Link button in the appointment panel to copy the Telehealth link to your clipboard.

      4. Paste and Share

        • Paste the copied link into your preferred SMS or email platform and send it to the participants.

       💡 Important Reminder:

      When using communication templates that include appointment-specific merge fields (e.g., templates for sharing telehealth links), ensure you send the messages:

      • As a manual reminder through the appointment panel or
      • From the Client Profile > Communication > New Email or New SMS while selecting the related appointment.

      ⚠️ Sending these messages via the Text Messaging Panel  on the Calendar  will not populate appointment-specific details, including telehealth links.

      ❇️ To save time and ensure accuracy, consider setting up Pre-Appointment Automations for these communications.