Questions answered in this article:

  • How to add multiple clients in a group session?


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Note you can create group session events for both sessions and video sessions. 


1. To add multiple clients to a group session, Go to the Scheduler page first by clicking the Scheduler menu.




2. Click the placeholder the corresponds to your desired date and time. An event editor will appear on the right side. Choose Video Session as your event session. Click the Client dropdown menu where you can add and check multiple clients to participate in the session. Click the check button to save the client event session.





3. After saving, it will be marked on your calendar. To join a session, click the Join Session button. 



4. On the Client's account or portal, upcoming sessions are viewed on the Appointments page by clicking the Appts menu. To join the video session, click on the session button on the right side on or 15 minutes prior to the schedule.




5. It will then proceed to this Video session page where you have the options to mute, share video, or share screen.