How to Use Pabau's Video Conferencing Feature

Step 1: Log in and Create a Virtual Service

First, log in to your Pabau account. Then, create a new virtual service to start setting up virtual appointments.

Step 2: Book an Appointment

 

Step 3: Joining the Virtual Appointment

Clients get an email with a "Join with Pabau Video" button. Clicking it at the scheduled time gets them into the virtual meeting.

Step 4: Accessing the Virtual Appointment

As the practitioner, there are three methods to join the virtual appointment:

• Click on the appointment in the calendar, followed by clicking the "Join with Pabau Video" button.

• In the client's card, navigate to the Appointments tab, hover over the virtual appointment, click the three dots, and select "Join with Pabau Video."

Navigate to the Clients tab on the left sidebar menu and click to access the "Video" sub-tab. On this page, you will find all virtual appointments you have scheduled. To join, click the "Start Meeting" button.

Once you click the "Join With Pabau Video" button, you’ll be redirected to a new page where you’ll be prompted to allow access to your camera and microphone.

After granting permission, you’ll see a preview of your video and audio. You can mute or unmute as needed. To enter the consultation, simply click the "Join Room" button on the right side of the screen.

Step 5: In the Virtual Appointment

After clicking "Join Room," a screen with various options will appear.

Starting from the top-left, you have these details:

• You’ll see the appointment details, including the service name, client name, duration, and appointment time.
  
  

On the top right corner, you'll view the following options:

• By clicking the bell icon, you can send a reminder to the client to join the meeting if the client is late using the template configured in your Client Notification settings.

• Open the Client Card by clicking the client profile icon.

• Use the arrow button to switch to full-screen view.
  
  

• Click on your Avatar or picture to access "Settings" and adjust video and audio settings. 

On the bottom right corner, you have another available option:

• Copy Patient Link: When you click this button, the URL of the client card for the patient attending the appointment is copied to your clipboard. The clipboard is a temporary storage area on your device, allowing you to easily paste the link wherever you need it, like in an email or message.

Once you join the meeting, at the bottom, there are icons for muting/unmuting your microphone, blocking/unblocking camera access, sharing your screen, and ending the video call.

Once the client joins the video call, you will see him on the left-hand side. 

Troubleshooting Camera and Microphone Issues

Due to security reasons, some devices may restrict apps from accessing your camera and microphone. Follow the instructions below to address potential access blocks on your camera and/or microphone:

Chrome Settings:

Open Chrome and access the browser's settings by clicking on the three vertical dots in the top-right corner.

Select either Camera or Microphone to access the respective setting.

If your camera and microphone are marked as "Don't allow sites to use your camera," choose the other option, "Sites can ask to use your camera".

Additionally, make sure that the "https://conference.pabau.com" site is not listed under the "Block" section. If present, remove it by clicking the "Recycle bin" icon.

After making these changes, confirm that your camera and microphone settings align with the recommended configuration, then return to the Video Conference tab and reload the page by clicking the "Reload" button in the top-left corner.

When prompted by the Video Conference, allow access to your camera and microphone by clicking "Allow" in both cases.

Camera and Microphone Settings:

If issues persist after updating Chrome settings, check your device's Camera/Microphone settings.

For Mac Users:

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