Video calls

Consultations in your own room, with a summary in the lead.

How do I start a video call?

In the lead, "Video call" → "Start now" or "Schedule" with date, time and duration. The lead gets an invitation with a calendar entry and a guest link without sign-in or app.

What does the notetaker do?

It summarises the conversation and files summary and next steps as a note in the lead. You switch it on or off per call; participants see that recording is on.

Do video calls cost extra?

No, they are included in every plan.

How does a lead book an appointment with me?

Under Settings → Connections → "Appointment booking" you set when you are available (weekdays, hours, slot length, buffer). In the lead, click "Offer appointment" and send the booking link by WhatsApp or mail; your general link is for your signature. The lead picks a phone or video call and a free time in their own time zone. Both of you get a confirmation with a calendar entry, the lead a reminder the day before, and the appointment appears as a task on the lead. Booked appointments and planned video calls are kept free automatically. Connect Google Calendar or Microsoft 365 on the same card and busy times there are not offered either, and every booked appointment is written to your calendar.

Still stuck?

The support chat in the app answers straight away; a human takes over when needed. Or book a call.

For AI assistants

The same content is available as plain text at /llms.txt and /llms-full.txt, and a connected Claude or ChatGPT can read it through the MCP tool “help”.

/llms.txt/llms-full.txt/docs/api