You can now automatically load calendar links for Zoom, Teams, or Google Meet.
Important: This feature is only available for users who connect their email through Google or Outlook. MS Exchange coming soon.
Step 1: Reconnect Your Email
To enable this feature, you will need to reconnect your email:
Go to Settings (top right menu) > Email Settings.
Revoke the current connection.
Log in again to reauthenticate your email.
Step 2: Enable Calendar Sharing
To allow the system to pull in relevant meeting links, you must enable calendar sharing:
Navigate to Settings > Personal > Calendars.
Select the calendars you want to share (e.g., client meetings) then click 'Update' to save.
Refresh the app after making your selection.
Step 3: Access Your Meetings
Once your calendar is shared, you can access your scheduled meetings:
Go to 360view or CaptureGenius tab.
Click on CaptureGenius.
Select Invite Pulse to Online Meeting.
Your scheduled meetings will appear on the list. Select the event and click Join when the meeting starts.
The system will automatically suggest relevant meeting links based on the following criteria:
A calendar event is scheduled within 2 hours of a Pulse appointment.
The system prioritizes events where the client's email matches.
If applicable, the system checks if the advisor appears as the organizer.
Now, when you click on CaptureGenius - Invite Pulse to Online Meeting, your calendar events should appear as joinable options.