Virtual Appointments
There are two ways you can provide Virtual appointments with Navigate through the use of Zoom.
Option 1: Set up Availability with one Zoom link so you can have the option to meet Virtually for all your Appointments with Bulldog Navigate.
- Step 1
Step 1: From the home page select My Availability.
Back to Top - Step 1
Step 2: If you plan to provide virtual appointment options to students in the URL field include your personal Zoom Link. It will show up on all confirmation and reminder email and text message communications to the student. We recommend using only one Zoom URL link for ALL appointments.
Note: For this option, you must use the waiting room feature in Zoom. Read about the Zoom waiting room here: https://support.zoom.us/hc/en-us/articles/115000332726-Waiting-Room
Back to Top - Step 1
Step 3: The Zoom link is sent in the confirmation email or text messages and reminder emails and text messages to students.
Back to Top
Option 2: Send email or text message through Bulldog Navigate with Zoom link to the student at the time of the appointment.
- Step 1
Step 1: Do not put Zoom link in URL Field in Availability Setup.
Back to Top - Step 2
Step 2: In the Special Instructions for Student Field within your Availability setup, make sure to let the student know that you intend to reach out to them with the Zoom info at the time of your appointment.
Back to Top - Step 3
Step 3: Students see the message in their confirmation and reminder emails and text messages.
Back to Top - Step 4
Step 4: At the time of their appointment send the student a email through Bulldog Navigate with your Zoom link from the Appointment tab.
Back to Top - Step 5
Step 5: Select the student and select 'Send Message' from Actions menu.
Back to Top - Step 6
Step 6: Students will immediately receive the email with this message.
Back to Top
