Schedule a session: as the host

Support Center > Getting Started

Published 12/18/2013 at 6:55pm UTC

Page viewed 94141 times

Details

Answer

 

 

Scheduling a session (that does not require payment)

 

1. Log into the website to access your Dashboard, and scroll down to the scheduling buttons. 

New session buttons

 

  1. New Session Now: Schedule a new session for right now (it will prepopulate the current date and time).
  2. New Scheduled Session: Schedule a new session for a future time (you choose the date and time). 
  3. Orientation Session: Schedule a session with tech support.

 

If you choose a New Scheduled Session, you will be prompted to select a date (image below and to the left) and time (image below and to the right):

Calendar menu for selecting a session date            Select a session time

 

 

2. Once the date and time is selected, or if you chose New Session Now, you will be prompted to enter information for your participant. 

Screencap showing the Add Session Participant form

 

  • Participant Name: Enter the name of the participant (minimum of 2 characters). If you have saved this person in your Contacts list or they are a user in the organization that you have permission to access, their name should appear in the autofill once you begin typing.
  • Session Invite and Reminders: Select the desired type, and a field will appear for the contact information required. Any contact information saved for this contact will pre-populate. If you would not like to enter contact information for this person, select System should not send invite.) 
  • Participant Time Zone: Choose the time zone your participant is in--this determines the time and date that will be used for their invitation and reminder e-mails or texts (this defaults to the time zone on your account). 
  • Show Participant Documents: If you have at least one active E-Document, you will see this question.
    • Select "All Documents" to show all active documents to this participant.
    • Select "No Documents" to NOT show any documents to this participant.
    • If you have created a custom packet, you can select it to show that specific group of documents to this participant.

 

3. Click the Save button in the lower right-hand corner. 

 

4. If you would like to add another person, use the "Add Participant" button for this session. 

Add Participant screencap 

 

  

 Note: If you choose the option "System should not send invite," you will need to remember to give the access code to the participant. (Their participant tile will have a note "E-mail/Text Not Used," to indicate no invitations have been sent to them.)

If you did not send email invitations, then communicate the 9-digit session Access Code to the invitee over the phone or by other private communication.

E-Mail/Text Not Used status

 

 

Scheduling a session (that requires a payment)

If you have set up Stripe integration and at least one Account Service, you have the ability to require payment before a participant can enter your session. 

 

1. Log into the website to access your Dashboard, and scroll down to the scheduling buttons.

New session buttons

 

  1. New Session Now: Schedule a new session for right now (it will prepopulate the current date and time).
  2. New Scheduled Session: Schedule a new session for a future time (you choose the date and time). 
  3. Orientation Session: Schedule a session with tech support.

 

If you choose a New Scheduled Session, you will be prompted to select a date (image below and to the left) and time (image below and to the right):

Calendar menu for selecting a session date            Select a session time

 

 

2. Once the date and time is selected, or if you chose New Session Now, you will be prompted to enter information for your participant. 

Screencap showing the Add Session Participant form

 

  • Participant Name: Enter the name of the invitee (minimum of 2 characters). If you have saved this person in your Contacts list, their name should appear as an autofill once you being typing.
  • Session Invite and Reminders: Select the desired type, and a field will appear for the contact information required. Any contact information saved for this contact will pre-populate. If you would not like to enter contact information for this person, select System should not send invite.) 
  • Participant Time Zone: Choose the time zone your participant is in--this determines the time and date that will be used for their invitation and reminder e-mails or texts (this defaults to the time zone on your account). 
  • Show Participant Documents: If you have at least one active E-Document, you will see this question.
    • Select "All Documents" to show all active documents to this participant.
    • Select "No Documents" to NOT show any documents to this participant.
    • If you have created a custom packet, you can select it to show that specific group of documents to this participant.

 

3. Click on the link: "Click here to require Payment". This will expand the window so that you can select the service and set the price for the session.

  • This link might use different text if your account administrator has chosen to change it in Account Options.

Payment setup options 

 

 

4. Click the Save button in the lower right-hand corner. 

 

5. If you would like to add another person, use the "Add Participant" button for this session. 

Add Participant screencap 

 

You will receive a confirmation email when your participant makes a payment, and the status on your dashboard will also change to note that the fee amount was paid in full:

Paid in full status

 

  

 Note: If you choose the option "System should not send invite," you will need to remember to give the access code to the participant. (Their participant tile will have a note "E-mail/Text Not Used," to indicate no invitations have been sent to them.)

If you did not send email invitations, then communicate the 9-digit session Access Code to the invitee over the phone or by other private communication.

E-Mail/Text Not Used status

  

  

Show 'New Session' buttons at the top of the dashboard

The buttons to create a new session are shown at the bottom of the dashboard by default. However, if you'd like this to always be at the top, please see the steps below: 

1. Click on the head and shoulder icon and select Account Options. 

  • If your account has multiple users and you are changing only for yourself, click "My Options". 
  • If your account has multiple users and you are changing only for one user, click "Account Users". Then click the "Options" button next to the specific user you want to edit settings for.

Head and shoulders drop down Account Options

 

 

2. Click to expand Navigation and Access.

Navigation and Access

 

 

3. Scroll down to "Show 'New Session' buttons at the top of the dashboard" and select 'Yes'. 

Show new session buttons

 

How to change Scheduling Intervals

1. Click on the head and shoulder icon and select Account Options. 

  • If your account has multiple users and you are changing only for yourself, click "My Options". 
  • If your account has multiple users and you are changing only for one user, click "Account Users". Then click the "Options" button next to the specific user you want to edit settings for.

Head and shoulders drop down Account Options

 

 

2. Click to expand Scheduling.

scheduling

 

 

3. Scroll to the option 'Scheduling Interval' (Minutes) and click the drop down to select your preferred minutes. 

Scheduling Interval

  

  

Setting: How to change Reminder Intervals

The buttons to create a new session are shown at the bottom of the dashboard by default. However, if you'd like this to always be at the top, please see the steps below: 

1. Click on the head and shoulder icon and select Account Options. 

  • If your account has multiple users and you are changing only for yourself, click "My Options". 
  • If your account has multiple users and you are changing only for one user, click "Account Users". Then click the "Options" button next to the specific user you want to edit settings for.

Head and shoulders drop down Account Options

 

 

2. Click to expand the "Notifications" section.

Arrow pointing to the "Notifications" section

 

3. The setting names are: 

  • First Reminder to Session Participants (Minutes Before Session)
  • Second Reminder to Session Participants (Minutes Before Session) 

Change the number value within the field to change when the reminder is sent (the number is minutes prior to the scheduled date and time of the session). Enter "0" if you would not like that reminder to be sent at all.

  • If you are an Account Administrator, you can also choose to allow users to set this setting for themselves or not. If "Can Users Override?" is set to
    • Yes: Host users will be able to see and change this setting for themselves in their "My Options" menu.
    • No: Host users will not be able to see (and therefore cannot change) this setting for themselves in their "My Options" menu. You can still edit this session per user as an Account Administrator.

Arrow pointing to the account setting field

 

This article was last reviewed by our Support team on May 27, 2021.