Get to know the flow by sending Pre-Meet to yourself
In your Pre-Meet Portal (homepage), select Click to send Pre-Meet to yourself on the client record with your name on it.
Select which type of Pre-Meet you'd like to test out.
Check your email inbox for the Pre-Meet invitation.
Select the Click here button in the email to open the webform in your browser.
Tip: Using the demo record is also a good way to see what questions are included in each Pre-Meet type.
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