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Make a virtual appointment

After you make a virtual appointment for a client, they can connect to the video call of the appointment.

  • Make sure that your ezyVet site has a configured Zoom integration
  • Make sure that your site has a configured virtual appointment type
To make a virtual appointment, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Calendar.
    The Calendar tab
    ezyVet shows the calendar.
  3. Select the applicable area in the calendar to make an appointment.
    ezyVet shows the New Appointment screen.
  4. In the Appointment Type box, select the applicable virtual appointment type.
    An available virtual appointment type.
  5. Select the client, select the patient, and make other applicable settings.
  6. Select Save.
    The Save button
    ezyVet shows Zoom settings:
    Settings for the Zoom call
    This table gives the available settings:
    SettingFunction
    1ezyVet shows the Zoom address of the call in this box. You can send the address to other call participants.
    2Select this button to automatically open the Zoom app and start the call.
    3Do not select these buttons. They have no function.
    4This box shows the password that ezyVet automatically makes for the call. If necessary, you can enter a different password.
    Note: This setting is only applicable if you set Password required to YES in the configuration of the virtual appointment. For more information, refer to Configure an appointment type for virtual appointments.
    Note: After you enter the password, make sure that you select Save.
  7. Select Save.
    The Save button
The clients can use the virtual appointment to connect to the video call.