Connecting with your clients on Zoee is easy! Here’s how you can schedule and start a session, whether it's a planned meeting or a quick check-in.
1. From the Dashboard
On the dashboard, you’ll see an overview of all your upcoming meetings. When it’s time for your session, a Join button will appear, allowing you to quickly jump into the meeting room.
2. From the Contacts Page
Go to your Contacts page and select the client you want to meet with. Scroll down to My Sessions to view any scheduled meetings.
If you don’t see any, or if the client hasn’t enrolled in a service, you’ll have the option to Invite to Service. If they’ve already enrolled but haven’t scheduled a session, you’ll see Schedule Session to book a time.
3. From the Video Hub Tab
In the Sessions tab, you can see all your past and active sessions. If you don’t have anything scheduled, you can start a Quick Session—a non-billable, immediate call for quick check-ins or urgent matters. Your client will be notified both in the app and via email.
You can also schedule a new session from this page by clicking Schedule a Session, which will take you to the invite Contacts page. From there, select a client, and choose a service they’ve enrolled in. If they haven’t enrolled in anything yet, select Create Non-billable Meeting. Confirm the client you want to schedule with and select a time for the meeting.
If you have further questions or feedback, you can contact the Zoee team by clicking the chat button next to your profile icon or drop us an email at support@zoee.com - we'd love to hear from you!