Conference platforms

Conference platforms settings allow an assignment to include connection link or conference ID used by the client's account representatives or participants of the meeting.  The link is securely shared with the vendor and can be accessed by the client, making use of third party platforms simple.

Begin configuring your clients' accounts by navigating to TOOLS AND SETTINGS > ACCOUNT CENTER > Account of choice > EDIT > SETTINGS > CONFERENCE PLATFORMS

Select the platform used by the client's account.  For example, Zoom.  You may select multiple platforms. 

Scroll down and select RATE OPTION. To simplify initial configuration, 3 rates are available as an option: On-site, Video and Phone.  The option selected, will be used for billing the client's account for services. For example, selecting Zoom and On-site will allow your vendor to join the meeting using Zoom platform and on-site rate will be used to bill the account.

Click SAVE CHANGES button to complete account's configuration.