VSee: How do invitees join a video session? (E-mail/text message invite)

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Published 12/31/2013 at 11:21pm UTC

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Details

Session participants can enter the waiting room by clicking on a link in their session invitation e-mail. Here is a step-by-step guide to that process. The instructions below assume your session host is using our VSee integration.

 

If you are unsure which platform your session host is using, check to see which application you are being prompted to install. 

  • If you are an account holder, check the lower left hand corner of your Dashboard to see if the button says "Install Zoom" or "Install VSee".
  • If you have been invited to a session, check the lower left hand corner of the waiting room page to see if the button says "Install Zoom" or "Install VSee".

 

 

You may also want to read: 

Answer

 

Session does not require credit card payment

 

1. You, the session invitee, will receive an e-mail invitation that includes

  • Time and date of the session
  • Two RSVP options: Yes or No (will notify your host)
  • Join Session link
  • If e-documents are assigned, the number of assigned e-documents

Sample invite, arrows pointing to each section

 

Or a text message:

Sample SMS

 

 

2. At the time of your session, use Join Session button in the e-mail.

Screencap showing the Join Session button

 

Or the link in the text message:

Arrow pointing at join link in SMS invite

 

 

3. On the browser page that opens, use the "Enter Waiting Room" button.

Arrow pointing at Enter Waiting Room button

 

 

4. Wait to be connected. When you have successfully connected, this message will disappear, and your status along the top of the browser page will change to green.

     Connection status turns green

 

 

5. If connecting for the first time on a Windows device, you will be prompted to calibrate your camera, microphone, and speaker settings, and you can review your video quality as you wait for your host. (Mac users are not prompted to calibrate their settings and should immediately see their own video tile.)

Confirm your camera device

Screencap showing what the camera calibration window looks like

If you have more than one camera, and prefer to use another, you can select it from the drop-down menu below your video. (Red arrow above.)

 

Confirm that your speakers are working:

Screencap showing what the speakers calibration window looks like

Screencap showing what the speakers calibration window looks like

If you have more than one sound device (speakers or headset), and prefer to use another, you can select it from the drop-down menu. (Red arrow above.) Press the "Play test sound" button and be sure that your volume is turned up!

 

Confirm your microphone device

Screencap showing what the microphone calibration window looks like

If you have more than one microphone, and prefer to use another, you can select it from the drop-down menu. (Red arrow above.)

 

6. Once you see yourself, you can simply wait for your host to join you.

 

 

Session requires credit card payment

 

1. You, the session invitee, will receive an e-mail invitation that includes

  • Time and date of the session
  • Two RSVP options: Yes or No (will notify your host)
  • Join Session link
  • The amount that will be required to be paid by card before you enter the session
  • If e-documents are assigned, the number of assigned e-documents

Sample invite

 

Or a text message:

Sample SMS

 

 

2. At the time of your session, use Join Session button in the e-mail.

Screencap showing the Join Session button

 

Or the link in the text message:

Arrow pointing at join link in SMS invite

 

 

3. On the browser page that opens, click the "Pay" button.

Arrow pointing at payment due amount, then Pay Now button

 

 

4. You'll be taken to a page to enter your credit card information. The last field will allow you to enter an email address to receive your email receipt. (If you received an email invite, this field will be autopopulated with the email address the invite was sent to, but you can change this if you would like it to go to another address, or delete it if you would not like a receipt.)

Example of credit card screen, with fields: Cardholder Name, Credit Card number, MM/YY, CVC, and E-Mail Receipt To

 

 

5. If the payment is successful, you will be taken to a confirmation page, "Payment Complete". Click on the "Go to Dashboard" button to continue.

Payment Complete page, arrow pointing to button for "Go to Dashboard"

 

6. On the next page, click the "Enter Waiting Room" button.

Arrow pointing at Enter Waiting Room button

 

 

7. Wait to be connected. When you have successfully connected, this message will disappear, and your status along the top of the browser page will change to green.

     Connection status turns green

 

 

8. If connecting for the first time on a Windows device, you will be prompted to calibrate your camera, microphone, and speaker settings, and you can review your video quality as you wait for your host. (Mac users are not prompted to calibrate their settings and should immediately see their own video tile.)

Confirm your camera device

Screencap showing what the camera calibration window looks like

If you have more than one camera, and prefer to use another, you can select it from the drop-down menu below your video. (Red arrow above.)

 

Confirm that your speakers are working:

Screencap showing what the speakers calibration window looks like

Screencap showing what the speakers calibration window looks like

If you have more than one sound device (speakers or headset), and prefer to use another, you can select it from the drop-down menu. (Red arrow above.) Press the "Play test sound" button and be sure that your volume is turned up!

 

Confirm your microphone device

Screencap showing what the microphone calibration window looks like

If you have more than one microphone, and prefer to use another, you can select it from the drop-down menu. (Red arrow above.)

 

9. Once you see yourself, you can simply wait for your host to join you.

 

 

 

This article was last reviewed by our Support team on September 20, 2021.