Guide to holding ExpertBox video calls

Talk with your clients face to face, wherever you are in the world. Keep reading to learn how to provide high-quality service with ExpertBox video calls:

• Join a video call
• Share your screen
• Invite people to a video call
• Chat during the call
• Pin a video
• Record the call
• End the call

Join a video call

Video calls become available to you and your clients 15 minutes before an appointment is scheduled to begin. Here’s how to join a call:

• If you’re hosting an appointment
• If someone invited you to a call

If you’re hosting an appointment

1. Go to Appointments and click on the appointment you want to join.
2. Click Join video call.

3. Enable or disable your microphone and camera.  
4. Click Join video call to enter the call.

Tip: Join the call beforehand to test your headphones and microphone.

If someone invited you to a call

If someone invited you to join a video call, you can do so with a single click via your browser. You don’t have to log in or download anything. Here’s how to join a video call via the invite link:

1. Copy the link to the video call and paste it in the address bar of your web browser.
2. Enable or disable your microphone and camera.  
3. Click Join video call to enter the call. If you’re not logged in to ExpertBox, you will need to enter your name before you can join.

Tip: Join the call beforehand to test your headphones and microphone.

Invite people to a video call

Both expert and client hosts can invite members to join a video call even when it has already started. Read our guide to learn how.

Share your screen

During a call, any participant can share their screen. Here’s how:

1. Click the Share your screen icon.

2. Choose if you want to present the entire screen, a specific application window, or a browser tab.
3. Click Share.
4. To stop presenting your screen, click the Share your screen icon again. 

Chat during the call

Use the in-call chat to write text messages to all call participants. You can open the chat by clicking the Chat icon.

1. Join a video call.
2. At the bottom right, click the Chat icon.

3. Enter a message.
4. Click Send.

Keep in mind: You cannot see messages sent before you joined the call, and once you leave the call, you will no longer be able to access messages from within the call.

Pin a video

If you want to focus on a video of a particular member, pin it to the screen. The video will stay pinned regardless of who’s talking or sharing their screen. Here’s how to pin a video:

1. Hover on the video you want to pin.
2. Click the Pin icon.
   

To unpin a video, hover over the pinned video and click the Unpin icon.

Record the call

If you have a Pro or Plus subscription plan, you can record video calls to watch them later. Read our guide to learn how.

End the call

When you’ve finished with the call, click the Leave icon and select Leave meeting to end the call.

Tip: The video call will remain available as long as you are there or, if you leave, for 15 minutes after the scheduled appointment end time. This gives you extra time to finish your conversation.