Register

Registration to Vidcalls is by invitation only. You will be given a link by your Administrator to register yourself.

1. Click on the custom link you’ve been given by your administrator. Simply fill in the fields on the Registration page.
2. Enter your first name, last name and email. Create a password and enter it in the password field. It will be used to access your Vidcalls dashboard.
3. Click the blue Create Account button at the bottom of the page and check your email for your confirmation. You won’t be able to register without doing so. If you don’t see the email, be sure to check all folders including your Spam folder. The email will redirect you to a login page where you will need the password you just created. This will grant you access to your own Vidcalls dashboard as you’ll see in the next step, LOGIN.

Login

Use your email address and password to login to your dashboard.

Customize Your Dashboard Settings

Once you are logged in, you can begin accepting calls.  The following customizations are optional, but recommended:

The Dashboard tab gives you quick access to information and data about your Vidcalls activity.

The Campaign & Invitation tab shows you which campaigns you’re a part of. Your administrator will add you to campaigns so if you don’t see the campaigns you want to be a part of, please contact your sales manager or admin.

Meeting Requests shows you meetings that you can accept, but you shouldn’t rely on this as a notification tool. It’s best to make sure your notifications settings on your desktop and hand held device are enabled.

The Meeting Log tab shows your history of meetings as well as unsuccessful connections.

In the Profile tab, there are a few steps we highly recommend you perform:

1. Upload an image in the top left corner of this tab so customers can see what you look like before they connect.
2. Add all personal information. Adding your email and phone number allows you to accept customer connection requests to your email and on your phone, respectively.
3. Ignore all Segment information. This is for national campaigns.
4. To add push notifications to your mobile phone, you’ll want to add the Pushover User Key and Token. Please see the next tab named Add Push Notifications, for those instructions.
5. Leave the Advisor Details empty, even though it may be labeled Required.

Be sure to click the blue Update Profile button at the bottom of the page each time you make changes to this content.

Finally, to accept notifications on your desktop, the Vidcalls dashboard must be open on your browser. You can minimize the screen or open it in a different tab, but if the dashboard is closed, you will only receive notifications on your phone—if push notifications are enabled. For this, see next step, Add Push Notifications.

Allow Notifications on Your Mobile Device

With Vidcalls, you can get notified on your phone every time a customer wants to connect; however, because we use a third party application to enable this functionality, we’ve created a separate tutorial for you.

Please go here to enable the Pushover application and integrate it with your Vidcalls account.