Question 1: How does online vs. physical locations work. I have two counselors who will begin taking appointments online next week and I have connect Zoom to Amelia. But come January both counselors will be taking clients in person as well. How does Amelia offer the choice of online vs in person for each counselor?
Question 2: Zoom. The website owner has a Zoom Pro account and he has added his other counselors under Zoom users as stated in the documentation. I can associate the Zoom with those uses and select Basic as the other counselors have their own basic accounts and with 1 on 1 counseling that is all they need. My question is will this setup interfere with users booking appointments on zoom when counselors have the same hours of availability.. For example Dr. Skinner has a 2pm appointment booked with a client via zoom and Dr. Veazey has a 2pm opening for a virtual appointment. Can that be booked as a separate zoom at the same time since she is using her basic account?
1. Zoom is enabled or disabled per Service in Amelia, so this is what would separate online from offline bookings for an employee in Amelia, they should have one service with Zoom enabled and another one with Zoom disabled assigned to them. Locations don't have anything to do with this in Amelia.
2. You can connect Amelia to only one Zoom account, and employees in Amelia can be connected to users on that one Zoom account. If the employees are connected to separate users in Zoom they should be able to have meetings at the same time. But please note that this is more of a question for Zoom, not Amelia, depending on the account/settings there this will be available or not. Amelia can't affect this. So, for your setup, please check this out in Zoom as well, if these users would be possible to have meetings at the same time
Question 1: How does online vs. physical locations work. I have two counselors who will begin taking appointments online next week and I have connect Zoom to Amelia. But come January both counselors will be taking clients in person as well. How does Amelia offer the choice of online vs in person for each counselor?
Question 2: Zoom. The website owner has a Zoom Pro account and he has added his other counselors under Zoom users as stated in the documentation. I can associate the Zoom with those uses and select Basic as the other counselors have their own basic accounts and with 1 on 1 counseling that is all they need. My question is will this setup interfere with users booking appointments on zoom when counselors have the same hours of availability.. For example Dr. Skinner has a 2pm appointment booked with a client via zoom and Dr. Veazey has a 2pm opening for a virtual appointment. Can that be booked as a separate zoom at the same time since she is using her basic account?
Hello Melanie,
1. Zoom is enabled or disabled per Service in Amelia, so this is what would separate online from offline bookings for an employee in Amelia, they should have one service with Zoom enabled and another one with Zoom disabled assigned to them. Locations don't have anything to do with this in Amelia.
2. You can connect Amelia to only one Zoom account, and employees in Amelia can be connected to users on that one Zoom account. If the employees are connected to separate users in Zoom they should be able to have meetings at the same time. But please note that this is more of a question for Zoom, not Amelia, depending on the account/settings there this will be available or not. Amelia can't affect this. So, for your setup, please check this out in Zoom as well, if these users would be possible to have meetings at the same time
You can check out some answers here
https://support.zoom.us/hc/en-us/articles/206122046-Can-I-Host-Concurrent-Meetings-
https://support.zoom.us/hc/en-us/categories/201146643-Meetings-Webinars